All ESG/SRI articles – Page 100
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White papersThe link between defensive stocks and ESG
How can investors build a portfolio of stocks that can withstand tough economic conditions?
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White papersCredit and sustainability: ignorance is risk
The need for companies to adapt to long-term structural trends is not new. They have been doing it for centuries. However, today the challenges created by sustainability are more urgent than ever. In particular, sustainability-driven change is unparalleled in scale and speed.
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White papersWhen investments in Infrastructure Debt embrace ESG standards
The requirement to develop, maintain, upgrade infrastructure projects is constant, even increasing worldwide, and so reflected into a funding demand.
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White papersThe alignment of Shariah and sustainable investing
There are more similarities between sustainable investing and Shariah investing than commonly realised. Why has one languished while the other soars?
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White papersESG for Sovereigns: One Size Does Not Fit All
ESG has risen to the forefront of many investment strategies over the last decade. At Barings, our EM Sovereign Debt team takes a country-by-country approach, assessing ESG factors in the context of sustainability and—ultimately—creditworthiness.
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White papersThe Circular Q3 2019: keeping you in the sustainability loop
As responsible-investment activity heats up, we sample temperatures across the market to pinpoint flaring activity
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White papersImpactful intent: housing for a sustainable future
We believe that we can use our platform at Hermes to deliver a vision of a sustainable future that can help create social cohesion and hasten the transition to a post-carbon economy.
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White papersGreening Fixed Income markets: a challenge of today and tomorrow
Policymakers around the world continue to implement comprehensive strategies to foster sustainable finance.
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White papersWells, Wires, and Wheels - EROCI and the tough road ahead for oil
Oil needs long-term break-evens of $10-$20/bbl to remain competitive in mobility. In this report we introduce the concept of the Energy Return on Capital Invested (EROCI), focusing on the energy return on a $100bn outlay on oil and renewables where the energy is being used specifically to power cars and other light-duty vehicles (LDVs). For a given capital outlay on oil and renewables, how much useful energy at the wheels do we get?
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White papersEnel steps up: the world’s first SDG-linked bond
How an Italian energy company’s new bond marks a defining moment in the evolution of sustainable fixed-income markets.
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White papersStewardship: the 2020 vision
We call for a seismic change in the way the investment management industry operates: from one that has for too long focused on short-term returns, at the expense of sustainable wealth creation. In our view, successful stewardship needs to be at the heart of business purpose and inextricably linked to investment decision-making. In order for this to happen, we need a “new normal” in the relationship between asset manager and the companies in which they invest.
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White papersPowering the future: how demand for renewables is disrupting energy markets
From the cost of renewables to exciting new technologies, we discuss the disruptive power of renewable energy.
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White papersInfrastructure Debt: Steady Activity, Lingering Macro Doubts
Despite the expected seasonal summer slowdown, infrastructure debt financing deals remained steady overall in the third quarter of 2019—with strong activity in the U.S. and Canada, and slightly slowing activity in Europe, with a cautious eye toward Brexit.
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White papersSustainable credit: ESG is key
Properly assessing a company’s environmental social and governance credentials gives credit investors an edge
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White papersControversial weapons: a call to index providers
We are calling on index providers to exclude controversial weapons from mainstream indices.
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White papersTotal Portfolio Impact
The investment management industry is experiencing a fundamental change as two long-running trends converge: first, a belief that material environmental, social and governance (ESG) characteristics can be a driver of better long-term investment performance, and second, a demand from clients to understand the social and environmental impact of their portfolio alongside investment performance.
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White papersGlobal Emerging Markets: ESG Materiality, Q2 2019
Welcome to the inaugural edition of the Hermes Global Emerging Markets’ ESG Materiality commentary – a quarterly publication that will demonstrate our engagement activity with portfolio companies and showcase holdings that are creating positive impact aligned to the Sustainable Development Goals. In addition, we will explore an environmental, social and governance theme and its implications for the asset class.
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White papersComing of age: 15 years of stewardship services with Hermes EOS
In the 15 years since Hermes EOS was launched, stewardship has travelled from the fringes to the mainstream, with the benefits of engaging with companies on environmental, social and governance (ESG) risks and opportunities now more widely recognised by investors and regulators.
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White papersAI: brave new worlds
Artificial intelligence (AI) is transforming the way we live and work. But while AI has the potential to create efficiencies and boost economic output, it also poses ethical and legal challenges. If the sustainability issues surrounding AI are scrutinised and addressed, we think the technology has the potential to serve both business and humankind – and create investment opportunities along the way.
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White papersDisruption from climate change is only just beginning for investors
We are just at the beginning of a very long period in which climate change will have a significant, and increasing, effect on markets. New research suggests investors are not ready.
