MAPI Investor Relations Council members were surveyed regarding their planning, practices, and tactics around Investor Day activities. Questions include invitation development, use of an external vendor for planning, as well as programming and activities during investor day.
To help portfolio managers and investment teams better assess risks and opportunities in client portfolios, Wellington Management has integrated the analysis of environmental, social, and corporate governance (ESG) factors into their investment and risk-management processes firm wide.
The emergence of index money has been changing the behavior of institutional investors with index investing. We are seeing a ripple effect with how active long-onlys go about their business, the socially responsible investing (SRI) movement, and shareholder activism.