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Ipreo Global Equity Assets Report “GEAR” – Q2 2015

Institutions continued the buying momentum from Q1 to Q2 as all security regions recorded net capital inflows during the period. Japan took the top spot this quarter, posting a 3.9% increase and maintaining its position as the leading region on a percentage basis, a spot it has held since Q3 2013 aside from being overtaken by Asia/Pacific ex. Japan in Q3 2014. The increase for Japanese equities comes at a time that the country has seen an economic contraction following an expansion in the previous quarter, as the country continues its quantitative easing program. Separately, Europe reported the quarter’s second largest net gain with a 2.2% increase following the prior-period’s 1.2% uptick, despite economic turmoil in Greece. Meanwhile, North America saw a 0.3% net inflow as the Fed decided to hold rates near zero once again. In terms of dollar value change, North America had the only decrease with a 0.6% drop in value as Japan saw an impressive 6.2% increase.

Elsewhere, European equities had the largest portfolio allocation increase (+0.31%), while Asia/Pacific ex Japan took the second spot (+0.25%). North American equities saw the only decrease in portfolio allocation (-0.80%), while Middle East/Africa remained flat for the period.

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Ipreo Global Equity Assets Report “GEAR” – Q3 2015

Institutions continued the purchasing momentum from Q2 to Q3 as all security regions recorded net capital inflows during the period. Maintaining its position as the leading region on a percentage basis in terms of purchasing activity, Japan posted a 1.8% increase. Japan has held the top spot since Q3 2013 barring being overtaken by Asia/Pacific ex. Japan in Q3 2014. The increase for Japanese equities comes at a time that the country has seen a 0.3% GDP expansion following a contraction in the previous quarter, as the country continues its quantitative easing program. Elsewhere, North America reported the quarter’s second largest net gain with a 0.9% increase following the prior-period’s 0.3% gain amid broader market volatility. During the quarter, every region saw a descent in dollar value, with Latin America seeing the steepest decline (-25.6%), followed closely by Asia/Pac. Ex. Japan (-19.8%).

Meanwhile, North American equities had the largest portfolio allocation growth (+1.41%), while Europe was the runner up (+0.19%). All of the remaining regions witnessed decreases in portfolio allocation, with Asia/Pac Ex. Japan seeing the largest outflow (-1.32%).

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Ipreo SRI Leaders Index Fall 2015

Ipreo research has identified over 500 funds globally that are specifically dedicated to SRI investment strategies. Ipreo’s quarterly SRI Leaders Index gives a view across the space, including the companies most widely held by SRI investors, companies with the largest percentage of shares held by SRI funds, the largest SRI funds, and investment firms devoting significant capital to SRI funds.

Ipreo Special Report – Best Practices in Corporate Governance Outreach

Over the last several years investors have become increasingly focused on issues regarding corporate governance. Given the effectiveness of activist campaigns as well as highly contested proxy votes on topics such as Say on Pay, corporate issuers have become more proactive on the matter. Best practices have started to develop as it pertains to outreach to governance and proxy contacts at institutions, as well as “Corporate Governance Roadshows” where IR, compliance, management, or even a Board member, may travel to an institution to meet specifically on corporate governance. For this edition of Ipreo’s BetterIR, we interviewed several IROs that are at the forefront of best practices involving managing governance/proxy contacts and governance roadshows.

Ipreo Special Report – Activism, Ready or Not

How IROs are preparing for activist shareholders.

Given the growing prominence of shareholder activism, companies are advised to keep abreast of activist trends and prepare in advance for the event of an activist engagement. There is an abundance of information and discussion concerning how to take those first steps, but the true question is whether or not companies are taking action, and if so, what actions? Ipreo set out to determine if and to what extent companies have prepared themselves in the event of an activist engagement.
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