All ESG/SRI articles
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White papersRegulation set to supercharge push on plastics
Voluntary plastic goals have yielded little meaningful change on plastic production and recycling. But forthcoming regulatory changes will heighten both the risks and opportunities companies – and investors – must navigate.
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White papersAmundi Asia Responsible Investment Views 2024
Asia, led by China, is at the forefront of the global movement towards sustainable development, heavily investing in green technologies. The region accounts for approximately 70% of the $470bn global investment in clean energy technologies necessary to meet the 2030 Net Zero Emission Scenario demands
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White papersCutting to the chase on ESG
In this study we conduct a thorough analysis of the performance metrics associated with the sub-criteria that comprise environmental, social, and governance (ESG) pillars, focusing on equity markets.
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White papersCompanies and Climate change - An updated research application of the AIIB-Amundi CCIF*
The Climate Change Investment Framework (CCIF) was designed by the Asian Infrastructure Investment Bank (AIIB) and Amundi to tailor investment portfolios that actively consider alignment with the Paris Agreement. The CCIF considers the three dimensions of climate change mitigation and adaptation, and contribution to the transition to net zero.
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White papersSustainable Global Equity Report, 2023
While treatments for obesity have dominated the healthcare investment narrative over the past 18 months, they are by no means the only secular growth story. In this report, the Sustainable Global Equity team explain why the life sciences industry is well positioned to benefit from structural trends.
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White papersWho will finance the green transition? Can central banks help?
”With public debt at unprecedented levels, it is difficult to see how governments could consider contributing any sizeable amounts.”
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White papersFive questions on the impact of carbon taxes on economies and markets
”A carbon tax would have a significant impact on growth and inflation, with Emerging Markets particularly affected.”
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White papersThe climate-health nexus: risks and opportunities
As investors, we are increasingly considering and assessing the potential impacts of climate change on the economy, financial markets, and our portfolios.
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White papersFinancing the energy transition
Energy security and climate change are driving an unparalleled economic shift in the energy sector worldwide, and reshaping the investment landscape for green energy credit as a result.
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White papers2024 Proxy Season Preview
No right versus wrong assessment can be applied to proxy voting. Assessing how proxy voting supports the overall investment process is what is most important. Rather than seeking to influence vote outcomes, the market should focus on influencing how investors use the proxy vote in the context of the investment objectives it seeks to achieve on behalf of clients.
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White papersResponsible investing 2.0: Focus on generating sustainable returns
When seeking to invest in ways that advance sustainability goals and deliver attractive risk-adjusted returns, it is important to focus on specific investment themes and monitor how those themes impact performance. Our team’s approach offers investors exposure to sustainability related investment themes that we believe will have an enduring impact on financial and investment performance over time.
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White papersMeasuring energy: Losses and efficiencies with an electric silver lining
The US Energy Information Administration defines energy as follows: “Scientists define energy as the ability to do work. Modern civilization is possible because people have learned how to change energy from one form to another and then use it to do work. People use energy for a variety of things, such as to walk and bicycle, to move cars along roads and boats through water, to cook food on stoves, to make ice in freezers, to light our homes and offices, to manufacture products, and to send astronauts into space.”
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White papersGreat Expectations: Is engagement living up to its promise?
Is ‘engagement washing’ poised to be the next term maligning asset management’s ESG movement? Institutional investors often engage with companies they invest in to improve those companies’ environmental, social and governance practices – rivalling capital allocation as a core mechanism for achieving sustainable investment outcomes. But do engagement activities really deliver impactful, positive, real-world outcomes?
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White papersEngagement Plan 2024-2026: engagement priorities
With the release of the EOS Engagement Plan 2024-2026, in this video we explore four of our priority engagement themes.
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White papersThe Challenge of Active Engagement in a World of Passive Ownership
In an exclusive interview with the Global Investment Institute, Jonathan Bailey Managing Director and Global Head of ESG & Impact Investing shares the areas of focus driving his team’s research agenda and addresses his thoughts on the implications of the upcoming US Presidential election on the Inflation Reduction Act, the role for active engagement and how to measure companies’ true progress towards reducing real world emissions.
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White papersPension Funds Letter 20 - Looking past short-term noise to the long-term
Our everyday lives are a succession of small decisions. Often unconsciously, we make decisions daily that ultimately influence our longer-term well-being. These range from the seemingly mundane, such as what will we eat, how much will we exercise, in what ways we use our spare cash, to the more significant around professions, relationships and savings.
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White papersQuenching the semiconductor industry’s thirst
Innovative technologies are reducing the environmental impact of a water-intensive industry critical to the modern economy, writes Justin Winter, Senior Portfolio Manager at Impax Asset Management.
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VideoUn-picking the Role of ESG
Environmental, social and governance (ESG) considerations tend to be factored into the investment process at the security-level, after a strategic asset allocation (SAA) process has already set the shape of the overall portfolio.
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White papersESG in Emerging Market Sovereign Debt: An Evolving Conversation
How and whether to apply ESG to emerging market sovereign debt is becoming a key question for investors. We look at the opportunities and challenges they face.
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White papersHow Mega-Forces Will Reshape the Macro Regime and Investing
Three mega-forces seem set to dominate the investment landscape for the next decade or longer, with major implications for the macro regime and portfolio design.
