Alternatives – Page 16
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White papers
Ice cube case study
As the global economy transitions towards net-zero carbon emissions, we believe that companies with the commercial need, financial resources and management strength to act on the risks and opportunities generated by decarbonisation will prosper.
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White papers
Rethink net zero
The transition to a global economy with net-zero greenhouse gas emissions is the defining challenge of our time. Currently we emit 52 Gt in CO (2019),1 excluding 2 land-use change.
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White papers
Investing in Nature: the true engine of our economy – a synthesis
Nature is in decline. With it, we are losing one of our most productive forms of capital and ultimately putting at risk our society, economy, health and way of life.
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White papers
Plastics in a transitioning world: The context, shape and opportunities of the transition
We believe the context within which plastics are discussed is rapidly evolving, as the result of numerous mutually-reinforcing forces at play. Government policy specifically aimed at plastics is intensifying, at the same time as consumer opinion is continuing to shift.
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White papers
Global Investment Outlook: Is the “E” in ESG Accelerating?
In light of the upcoming 2021 United Nations Climate Change Conference (COP26), it seemed like an opportune time to focus on Environmental, Social and Governance—particularly the “E” as it relates to climate change. Our investment leaders across equities, fixed income and alternative investments examine the role policymakers, asset managers and end investors can play in creating positive change.
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White papers
What it means to be a sustainable investor
The natural world is in crisis: We are losing biodiversity – the very fabric of life – at an alarming rate. Investors would do a poor job if they did not seek to preserve the fabric that is at the heart of building the future that people want and need.
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White papers
From outside-in to inside-out: Transforming finance for impact
To meet the goals of the Paris Agreement, finance must embrace a holistic approach to managing its impact on the environment. Eric Usher, head of UNEP FI, talks to AIQ about this shift in focus and the importance of public and private sector collaboration.
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White papers
Innovation Builds Deep Water Technology Waves
The next decade will see an urgent and widespread boom in investments in innovation across all economic sectors, according to Stephen Dover and Kim Catechis of the Franklin Templeton Investment Institute.
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White papers
Actions and words: An interview with Dale Vince
The prominent climate change campaigner and founder of green energy supplier Ecotricity discusses biogas, the energy crisis and the need for a shake-up in government policy to achieve net zero in a wide-ranging interview with AIQ. Words by Miles Costello.
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White papers
The cost of climate change: Action versus inaction
The present global consensus to reduce greenhouse gas emissions to net zero will require immense investment
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White papers
The Decisive Eye – Non-traditional property types are no longer niche. Are they the future of commercial real estate?
Europe stands on the cusp of significant changes to its private real estate investment universe. DIGITAL and structural trends, catalyzed by the COVID-19 pandemic, are expanding and enhancing the real estate investment universe.
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White papers
POSCO case study
Following engagement on climate change, POSCO strengthened its governance and management framework of climate-related issues. As a co-lead for the company under Climate Action 100+, EOS engaged with POSCO, contributing to the company’s 2050 carbon neutrality commitment and reporting in line with the TCFD’s recommendations.
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White papers
Conversations with… Hendrik-Jan Boer
Hendrik-Jan Boer talks about the power of companies that have a durable competitive position, do no harm, and can adapt to change—and how they find them.
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White papers
Associated British Foods case study
ABF has evaluated its approach to risk management and subsequently provided increased assurance to investors and increased its communication on the topic. EOS has engaged with the company on risk oversight since 2013 and continues its dialogue on other ESG issues.
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White papers
How to finance climate change resilience
It’s critical to grow the market for solutions to reduce the physical risk of climate change, say Alex Bernhardt and Thibaud Clisson.
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JD.com case study
JD.com published its first ESG report in April 2021 and its second sustainability report in June 2021. It also held its first shareholder meeting in June 2021 with appointment of its first female board director. EOS is pleased with its changes and continues to engage with the company on furthering improvements on ESG issues.
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White papers
What links climate change, biodiversity loss and gender?
An effective response to the twin problems of climate change and biodiversity loss must also be grounded in improving gender equality.
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White papers
Global Emerging Markets: Through the ESG Lens
As active investors it is inconceivable for us to approach investment decisions without considering environmental social and governance (ESG) factors. The rationale for conducting ESG analysis in emerging markets is exactly the same as for developed markets. We look for businesses that show an awareness of material issues and a commitment to sustainability best practice. As stewards of our clients’ capital, we believe engagement and voting are key to ensuring that company management remain aligned with the long-term interests of shareholders.
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White papers
ESG Integration in Private Credit: An Asset Level Approach
As the private credit investment landscape continues to evolve, there is no doubt that environmental, social, and governance (“ESG”) initiatives will continue to grow in prominence. To be successful in the near future, investment managers will need to establish repeatable and scalable investment processes with integrated ESG principles that can identify and support companies with sound ESG fundamentals.
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White papers
From climate change to climate transition
How looking beyond green credentials could accelerate a lower-carbon world.