All ESG/SRI articles

  • Sustainable Global Equity, Annual Report 2024
    White papers

    Sustainable Global Equity Annual Report 2024

    2025-03-28T11:58:00Z By Federated Hermes

    Since the turn of the millennium, considerable progress has been made in improving economic wellbeing. However, proper financial inclusion remains out of reach for billions worldwide. Bridging the gap represents a potentially major opportunity for companies, says the team behind our Sustainable Global Equity Strategy.

  • The evolution of investor stewardship
    White papers

    The evolution of investor stewardship

    2025-03-28T11:51:00Z By Federated Hermes

    With the publication by EOS at Federated Hermes Limited of its 2024 Annual Review of engagement and voting highlights, Leon Kamhi, Head of Responsibility and EOS, reflects on 20 years of stewardship at EOS, and the need to drive real world change.

  • GenAI heralds potential revolution in productivity
    White papers

    GenAI heralds potential revolution in productivity

    2025-03-28T11:41:00Z By Federated Hermes

    Productivity growth across the world is in decline. However, the boom in Generative AI heralds a potential revolution in productivity – in areas such as customer operations, marketing and sales, and software engineering. How should EM investors respond?

  • Navigating climate risk- Solvency II revision, stress tests and strategic adaptation
    White papers

    Navigating climate risk: Solvency II revision, stress tests and strategic adaptation

    2025-03-27T11:28:00Z By Amundi

    A critical challenge: climate change represents a major challenge for insurers, driven by the increasing frequency of natural disasters and the need to manage risks associated with the transition to a low-carbon economy.

  • Central and Eastern Europe- long-term growth driver for the entire EU area
    White papers

    Central and Eastern Europe: long-term growth driver for the entire EU area

    2025-03-25T12:08:00Z By Raiffeisen Capital Management

    In the 2000s, Eastern Europe was a successful region of Emerging Markets. A kind of gold rush attracted many investors to these markets. The region was hit hard by the financial crisis of 2008, but the investment story was not yet written off. It was only political changes, such as the Caucasus war of 2008, the annexation of Crimea in 2014 and, ultimately, the war in Ukraine in 2022, that made this region almost uninvestable for many investors.

  • Advancing data analytics to better integrate physical risks and opportunities
    White papers

    Harnessing climate data: Advancing data analytics to better integrate physical risks and opportunities

    2025-03-20T12:30:00Z By UBS Asset Management

    Climate change is no longer a distant, theoretical threat. The impacts are already being felt today with severe societal and financial consequences. And while we have seen an improvement in climate-related financial disclosures over the last decade, particularly regarding transition risks, corporate reporting on physical risks, both acute and chronic, remains limited, incomplete and inadequate. 

  • Net-Zero Targets—a Dream or Still a Reality?
    White papers

    Net-Zero Targets—a Dream or Still a Reality?

    2025-03-14T14:39:00Z By Allspring Global Investments

    Recent energy crises and political resistance have slowed progress toward net-zero emissions. We believe success will depend on global cooperation to balance short-term energy security with long-term decarbonization goals.

  • Beneath the surface- a deep dive into liquidity
    Video

    Beneath the surface: a deep dive into liquidity

    2025-03-13T16:22:00Z By Federated Hermes

    In our latest video series, Deborah Cunningham and Tara Dougherty explore the key topics impacting liquidity markets, including the outlook on rates, a comparison of sterling vs. euro-denominated liquidity, how to integrate ESG into cash management, and more. 

  • Biodiversity- A year in review
    White papers

    Biodiversity: A year in review

    2025-03-13T11:40:00Z By Federated Hermes

    A stock take of current environmental trends makes for a litany of waste, mismanagement and unsustainable consumption. Our annual report illustrates explains how investors have both the means and the opportunity to make a difference.

  • Outerblue RI - Driving Action on Nature-Related Risks through Shareholder Engagement
    Podcast

    Outerblue RI - Driving Action on Nature-Related Risks through Shareholder Engagement

    2025-03-12T17:02:00Z By Amundi

    In the third episode of our five-part series on Shareholder Stewardship, Molly Minton and Julien Foll, both Senior Analysts and Co-leads on Nature at Amundi, engage in a dynamic conversation on shareholder engagement on biodiversity - linking nature-related engagements to responsible investors financial considerations.

  • Introduction to Biodiversity Risk and Finance
    White papers

    Introduction to Biodiversity Risk and Finance

    2025-03-11T17:06:00Z By Amundi

    This report is part of the Handbook of Sustainable Finance (Roncalli, 2025). It provides the basics of biodiversity for students and professionals who want to understand this topic and the key challenges of biodiversity investing. The first three sections cover the definition of biodiversity, ecosystem functions and services, and threats to biodiversity. These correspond to material typically taught in conservation biology courses. The fourth section focuses on measuring biodiversity. Finally, the last two sections cover biodiversity governance and regulation, and biodiversity investment approaches. 

  • Women and Investment
    White papers

    Women and Investment

    2025-03-10T17:05:00Z By Amundi

    Men and women differ in their investment decisions. In this article, we review the main differences in risk aversion, portfolio choices, venture capital investment, and socially responsible investing, as well as their causes: genetic and social factors, financial education, advice, etc. Gender differences raise important questions for public policy, particularly regarding women’s financial adequacy in retirement. Recent developments in Artificial Intelligence and the associated new financial services (fintechs and robo-advisors) can now offer promising tools to reduce inequalities.

  • Climate-Related Financial Stress-Testing and Scenarios Valuation
    White papers

    Climate-Related Financial Stress-Testing and Scenarios Valuation

    2025-03-07T14:34:00Z By Amundi

    We apply transition scenarios from the global multi-region multi-sector energy-economic MIT EPPA model to assess a large sample of issuers at the company level. We model the evolution of revenues and earnings for companies in the MSCI World Index under several scenarios of global emission mitigation (1.5°C, below 2°C, below 2°C delayed, and 1.5°C with limited availability of carbon dioxide removal technologies), comparing these to current trends. We analyze direct emission mitigation costs, indirect costs from the supply chain, capital expenditures, and cash flow trajectories, and their influence on other economic variables. 

  • M&GINV_DEI OPPS_THUMBNAIL_1208x604_GLOBAL (1)
    White papers

    Diversity equity and inclusion investment opportunities

    2025-03-06T17:11:00Z By M&G Investments

    Pushback against diversity, equity and inclusion (DEI) initiatives has been simmering since 2023, culminating recently with the actions of the Trump administration in the US. We believe that DEI does not hurt institutions nor compromise merit. In fact, it makes them stronger and enhances long-term performance. While there are constructive ways to improve the implementation of such policies, denouncing them altogether ignores their many benefits.

  • Using Factor investing to integrate sustainability objectives into a “3D” portfolio
    White papers

    Using Factor investing to integrate sustainability objectives into a “3D” portfolio

    2025-03-06T12:16:00Z By Amundi

    The general philosophy of systematic equity investing and Factor investing is based on the idea that sustained long-term performance can be achieved through a well-diversified exposure to rewarded equity factors which are expected to effectively capture risk premia and optimize the risk budget of a portfolio. 

  • EOS 2024 Annual Review
    White papers

    EOS 2024 Annual Review

    2025-02-28T11:41:00Z By Federated Hermes

    EOS publishes 2024 Annual Review, with full engagement and voting highlights.

  • M&GINV_FUTURE ENERGY_THUMBNAIL_1208x604_GLOBAL_02-25
    White papers

    Executive orders and AI: Why the future of energy is not what it used to be

    2025-02-27T10:05:00Z By M&G Investments

    Far from easing into the year, energy market followers could be forgiven for asking why we aren’t already on Easter break. Here, we analyse the root causes of recent volatility, and consider the future prospects – both good and bad – for companies across the energy landscape.

  • Parametric Insurance from an Investor’s Point of View
    White papers

    Parametric Insurance from an Investor’s Point of View

    2025-02-25T14:55:00Z By Generali Investments

    Parametric insurance is emerging as a transformative risk transfer solution, addressing coverage gaps and inefficiencies inherent in traditional indemnity-based insurance.

  • Green footprints? Navigating nature-related risks in real estate
    White papers

    Green footprints? Navigating nature-related risks in real estate

    2025-02-25T12:03:00Z By UBS Asset Management

    Nature-related risks, including biodiversity loss and climate change, are growing concerns for real estate investors. These risks have the potential to affect property values, development and operating costs, tenant demand, and adherence with emerging regulations and initiatives. As the built environment is a significant contributor (30%) to global biodiversity decline, the real estate sector holds both the responsibility and opportunity to drive change through nature-positive strategies.

  • C-PACE outlook amid economic and political shifts
    White papers

    C-PACE outlook amid economic and political shifts

    2025-02-14T14:40:00Z By Nuveen

    The current U.S. administration’s focus on energy independence, efficiency and pro-business policies are expected to provide favorable conditions for Commercial Property Assessed Clean Energy (C-PACE) to continue to scale.