All Alternatives articles – Page 25
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White papersPOSCO 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 papersConversations 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 papersAssociated 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 papersHow 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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White papersJD.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 papersWhat 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 papersGlobal 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 papersESG 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 papersFrom climate change to climate transition
How looking beyond green credentials could accelerate a lower-carbon world.
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White papersFrom corporate reform to system reform
How investors can reform markets and help combat climate change.
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White papersFrom carbon emitters to carbon cutters
How an engagement programme with teeth can drive change where it matters most.
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White papersNet zero on the menu
In the third article in our EOS Insights series on the social and environmental impacts of the global food system, Joanne Beatty and Dr Emma Berntman look at dietary choices and plant-based menu options.
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White papersThe climate wars: Why rising temperatures mean rising conflict
With tensions set to rise further as disputes over scarce resources intensify, we look at the geopolitical, economic and investment implications.
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White papersESG Thema #3 - How can investors contribute to Net Zero efforts?
While carbon emissions have been increasing slowly despite efforts to bring them down, “net zero” commitments, however, have skyrocketed. Setting climate objectives used to be the appanage of public actors, but no longer. Investors are increasingly on board and net zero alliances exist for all kinds of financial institutions: asset owners, banks, asset managers. On top of that, at the COP26 in Glasgow, a net zero alliance of alliances will be launched “the Glasgow Financial Alliance for Net Zero”.
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White papersFinancial inclusion: an economic opportunity for all
Almost a third of adults globally (about 1.7 billion people) remain unbanked, half of whom are from the poorest 40% of the world population.
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White papersThe GCC Market in a Green-Energy World
Natural resources are increasingly important in GCC economies when discussing asset classes, and the region has a lot to offer in terms of ESG improvements.
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White papersQuick Thoughts: Addressing Undiversified Risk
Our Chief Market Strategist, Stephen Dover, and Katrina Dudley, Investment Strategist for Franklin Templeton Mutual Series, discuss diversification risks.
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White papersVaccinations and Boosters; the U.S. Food and Drug Administration (FDA) Makes a Strong Statement
We thought it would be helpful to opine on conflicting data with respect to the potential protection afforded by natural immunity versus that derived from vaccination, as well as the recent FDA decision to recommend COVID-19 boosters for those over 65 years of age and/or at high risk of severe COVID-19.
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White papersUMR Phase 5: A Real Challenge for Real Money?
In this article, we discuss the challenges along with the potential impacts and responses of the Uncleared Margin Rules (UMR) on real money accounts.
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White papersBrace Yourself for the Pivot from COVID to Climate
The pandemic forced governments to plow resources into consumption, but climate challenges will require lots (and lots) of investment.
