All ESG/SRI articles

  • 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.

  • 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.

  • A sustainable future for commodity index investing?
    White papers

    A sustainable future for commodity index investing?

    2025-02-13T16:36:00Z By UBS Asset Management

    A new approach to commodity investing - one that considers environmental and social factors.

  • Finding the balance
    White papers

    Finding the balance

    2025-02-13T13:53:00Z By Federated Hermes

    “In the short run, the market is a voting machine, but in the long run it is a weighing machine.” — Benjamin Graham.

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    White papers

    Climate Change High Yield Credit, Annual Report 2024

    2025-02-13T11:42:00Z By Federated Hermes

    We continue to see investor engagement play a critical role, particularly with companies in high-carbon sectors.

  • Your Questions Answered- Asia ex-Japan
    Video

    Your Questions Answered: Asia ex-Japan

    2025-02-13T10:18:00Z By Federated Hermes

    In this video, Jonathan Pines shares his insights on the Asia ex-Japan region, focusing on South Korea’s political crisis, the obstacles to reform, and his current view on China. It’s a must-watch for those looking to understand the region’s investment potential.

  • GEMs ESG Materiality, H2 2024- Analysing the cost of climate change
    White papers

    GEMs ESG Materiality, H2 2024: Analysing the cost of climate change

    2025-02-13T09:49:00Z By Federated Hermes

    In the latest issue, we probe the risks that climate change potentially represents to emerging market companies. We provide a further update on South Korea’s ‘Corporate Value-Up Programme’, and also discuss our broader voting and engagement activity.

  • Talking Heads – Broadening perspectives on the outlook for sustainability
    Podcast

    Talking Heads – Broadening perspectives on the outlook for sustainability

    2025-02-12T15:26:00Z By BNP Paribas Asset Management

    The top-down view in the US on the need for a sustainable approach to business and government has shifted, but there are still signs that initiatives on greater diversity, equity and inclusion can persist. Efforts to tackle environment, social and governance issues are finding support, argues Alex Bernhardt, Global Head of Sustainability Research. 

  • Investing in Commercial Property Assessed Clean Energy (C-PACE)
    White papers

    Investing in Commercial Property Assessed Clean Energy (C-PACE)

    2025-02-10T14:36:00Z By Nuveen

    C-PACE (Commercial Property Assessed Clean Energy) has been rising in popularity particularly among institutional investors due to the potential benefits it can offer, including attractive yields, long durations, diversification and definable positive impact.

  • Outerblue RI – Driving Climate Action through Shareholder Engagement
    Podcast

    Outerblue RI – Driving Climate Action through Shareholder Engagement

    2025-02-06T11:16:00Z By Amundi

    In the second episode of our five-part series on Shareholder Stewardship, Aaron McDougall, Head of Climate & Ciaran Callaghan, Head of European Equity Research engage in a dynamic conversation on shareholder engagement on climate - linking climate engagements to responsible investors financial considerations.

  • Blog - California Utilities
    Blog

    California Utilities: Too Big to Fail?

    2025-02-04T11:35:00Z By PGIM

    The size of the potential liability from the January 2025 wildfires in California underscores the risks facing municipal utilities and the considerations facing active managers.

  • New sheriff in town
    White papers

    New sheriff in town

    2025-01-31T13:15:00Z By Federated Hermes

    Uncertainty surrounding Trump’s fiscal policies could be a Rorschach test for investors.