All ESG/SRI articles

  • ESG scores and beyond (part 1:3) - Factor control - isolating specific biases in ESG ratings
    White papers

    ESG scores and beyond (part 1/3) - Factor control: isolating specific biases in ESG ratings

    2020-07-08T09:24:00Z By FTSE Russell

    Following years of research and debates on ESG analysis, there is still only an emerging consensus as to its benefit, and also no internationally ratified formal agreement that would stipulate what indicators should be required information for performance assessment and wider impacts evaluation.

  • Sustainable Global Equities - The Final Frontier
  • Passive managers actively involved in transition to the green economy
    White papers

    Passive managers actively involved in transition to the green economy

    2020-07-03T08:03:00Z By FTSE Russell

    Growth in ESG benchmarks are putting issuers’ sustainability performance in the spotlight and changing the notion that passive investment managers are always ‘forced buyers’

  • The Personal Touch
    White papers

    The Personal Touch

    2020-07-02T10:02:00Z By Vauban Infrastructure Partners

    Getting really close to assets and stakeholders increases the chances of consistent infrastructure returns

  • Sustainable investing - Resilience amid uncertainty
    White papers

    Sustainable investing: Resilience amid uncertainty

    2020-07-02T09:44:00Z By BlackRock

    This period of market turbulence and economic uncertainty has further reinforced BlackRock’s conviction that Environmental, Social, and Governance (ESG) characteristics may indicate resilience during market downturns.

  • 2020 midyear Global Investment Outlook, BlackRock Investment Institute (BII)
    White papers

    2020 midyear Global Investment Outlook, BlackRock Investment Institute (BII): The future is running at us

    2020-07-02T09:35:00Z By BlackRock

    Our experts explain how the coronavirus shock is accelerating structural trends in inequality, globalisation, macro policy, and sustainability, which is fundamentally reshaping the investment landscape and will be key to shaping investor outcomes. The most important action investors need to take today, in our view, is to review their strategic asset allocation to ensure portfolios are resilient to these supercharged trends.

  • Protecting biodiversity through sustainable land use
    White papers

    Protecting biodiversity through sustainable land use

    2020-07-02T08:28:00Z By Federated Hermes

    The global pandemic has highlighted the causal links between biodiversity loss and climate change, and the emergence of infectious diseases. In the third article in our pandemic series, Sonya Likhtman explores how deforestation and industrialised agriculture contribute to biodiversity loss, and why companies must ensure sustainable land use throughout their value chains.

  • European Banks Come in From the Cold
    White papers

    European Banks Come in From the Cold

    2020-07-01T11:48:00Z By State Street Global Advisors

    The market has seemingly shunned European banks, perhaps remembering the near collapse of the sector in 2008. However, we think banks have the capital to absorb potential losses in the current COVID-19 environment. As part of the solution to this crisis, European banks could improve their ESG scores and enhance their investor appeal.

  • Leveraged loan investment and ESG in light of Covid-19
    White papers

    Leveraged loan investment and ESG in light of Covid-19

    2020-06-30T16:04:00Z By M&G Investments

    In its all-encompassing impact, Covid-19 must raise regard for all stakeholders. Can the private equity playbook be unaffected in the post-Covid era? Equally, with momentum building behind other societal challenges, like climate change, how can the private corporate world be encouraged to move forward?

  • Incorporating ESG Into Your Portfolio
    White papers

    Incorporating ESG Into Your Portfolio

    2020-06-30T14:46:00Z By State Street Global Advisors

    Incorporating ESG considerations into portfolios is clearly a growing priority for many investors today. Whether driven by regulation, investment beliefs or values — investors are increasingly asking how their indexed or passive investments can adapt to new realities.

  • Global Equities case study - how Zoetis is advancing animal health
    White papers

    Global Equities case study: how Zoetis is advancing animal health

    2020-06-30T13:33:00Z By Federated Hermes

    Our Global Equity ESG strategy aims to invest in companies with a combination of time-tested fundamental and environmental, social and governance (ESG) characteristics that are attractively priced. This is well-illustrated through our exposure to current holding Zoetis.

  • ESG - The Intent Beyond the Income
    White papers

    ESG: The Intent Beyond the Income

    2020-06-30T10:03:00Z By Barings (Europe)

    ESG is playing an increasingly meaningful role in fixed income investing. At Barings, we formally integrate ESG across our corporate credit asset classes—but the way we apply our analysis is necessarily different due to the nuances of each market.

  • ESG in Fixed Income - Progress Over Perfection
    White papers

    ESG in Fixed Income: Progress Over Perfection

    2020-06-30T09:36:00Z By Barings (Europe)

    Fixed income investors have been slower to adopt environmental, social and governance factors, but change is afoot. Barings’ experts explain how fixed income managers can—and are—driving tangible change among corporate debt issuers—and why investors need to pay attention.

  • FTSE Russell study on EU Paris-aligned benchmarks
    White papers

    FTSE Russell study on EU Paris-aligned benchmarks

    2020-06-30T09:12:00Z By FTSE Russell

    Climate transition benchmarks have become a focal point for investors looking to integrate climate risks into their portfolios and align them with the climate goals of the Paris Agreement (or “Paris-aligned” benchmarks). This has fueled an active interest among investor groups and regulators to identify criteria that can be used to define such benchmarks. Accordingly, the EU tasked the Technical Expert Group (TEG) to develop recommendations for minimum benchmark requirements that are aligned with the Paris Agreement objectives and address the risk of greenwashing. 

  • Tackling the climate crisis
    White papers

    Tackling the climate crisis

    2020-06-30T08:31:00Z By Federated Hermes

    Climate change is the defining challenge of our time and we are at a defining moment. As we navigate through the coronavirus and its impacts, we have an opportunity to shape the post-pandemic world so that confronting the climate emergency is an undisputed global priority.

  • Fighting the climate crisis - mitigation and adaptation
    White papers

    Fighting the climate crisis: mitigation and adaptation

    2020-06-30T08:24:00Z By Federated Hermes

    Global warming is a universal issue whose enormity seems to increase every year as new records for temperature, storm severity and species extinction are set, before being broken again. In the second episode of a two-part climate-focused special of Fundamentals, we ask: how should investors think about the climate within a portfolio context? And can investors adapt to a new climate normal?

  • Targeted sustainability
    White papers

    Targeted Sustainability

    2020-06-30T08:23:00Z By FTSE Russell

    More than ever, investors recognize the risks and opportunities associated with the low carbon transition and are incorporating a wider set of considerations, including carbon, green revenues and environmental, social and governance (ESG) assessments issues into their decision making.

  • Catalysing impact - how investors can fight climate change
    White papers

    Catalysing impact: how investors can fight climate change

    2020-06-29T13:39:00Z By Federated Hermes

    Amid the dislocation of the coronavirus, it is easy to forget that just a few short months ago the debate about the climate crisis – and our collective response – was gaining momentum. In the first of two special climate-focused episodes of Fundamentals, we ask: is climate action taking a back seat to Covid-19? And what role can impact strategies play in tackling the most defining challenge of our time?

  • ESG Research Helps Reveal Resilience amid COVID-19
    White papers

    ESG Research Helps Reveal Resilience amid COVID-19

    2020-06-29T09:06:00Z By AllianceBernstein

    Companies are coping with diverse challenges through the coronavirus crisis. Investors who integrate environmental, social and governance (ESG) factors into their research can gain important insights on how businesses are adapting—and how future return potential might be affected.

  • Samsung Electronics - driving the sustainability agenda in emerging markets
    White papers

    Samsung Electronics: driving the sustainability agenda in emerging markets

    2020-06-26T13:52:00Z By Federated Hermes

    Our Global Equity ESG strategy aims to invest in companies with a combination of time-tested fundamental and environmental, social and governance (ESG) characteristics that are attractively priced. We believe that companies with a competitive advantage and sustainable business models are likely to offer visibility of earnings growth. This can be demonstrated through our exposure to South Korean consumer and industrial electronic equipment company, Samsung Electronics.