All ESG/SRI articles – Page 102
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White papers
Will electric cars create shocking losses or supercharge profits?
Many investors are worried that the switch to electric could hurt the profits of car-makers. Few have considered how the industry may stand to benefit.
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Do Universal Owners Vote To Curb Negative Corporate Externalities? An Empirical Analysis Of Shareholder Meetings
This paper tests whether very diversified and patient investors, also known as universal owners, tend to vote in favor of shareholder resolutions instructing corporations to reduce or communicate on the negative externalities they produce.
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Amplified: Reflections on the 2019 voting season
Climate change, AI ethics and data governance, and the US opioid epidemic were among investors’ biggest concerns during the 2019 voting season, with a number of significant shareholder resolutions. We spoke at several shareholder meetings as part of our engagement with companies.
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Market Risk Insights: objective danger in the investment environment
Markets may have reached record peaks earlier this year, but the geopolitical environment is fraught and central-bank oxygen may not prop up asset prices for much longer. We expect more outbursts of pent-up volatility going forward as investors face up to the growing risks in this high-altitude market.
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Salesforce: investing in a low-carbon future
Salesforce has cut its net greenhouse gas emissions to zero and delivered a carbon-neutral cloud. The company has attractive fundamentals and looks well placed to retain its position as one of the leading cloud-computing platforms.
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Nuveen knows: alternatives
Beyond diversification: a geographical focus on farmland and real estate
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Six reasons global cities could save the world
Far from being a contributor to climate change, cities may actually provide the solution to tackling the world’s most pressing issue.
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What do negative interest rates mean for investors?
With interest rates falling sharply, even more sectors of the global bond market are trading in negative territory. We explain what this means for investors, offer perspective on where markets may be headed and suggest strategies to position portfolios to preserve income and protect against losses.
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White papers
Does Sustainable Investing Constrain a Portfolio?
Sustainable investing is often misunderstood. Many investors think a sustainable agenda limits a portfolio to a narrow piece of the market. In fact, plenty of stocks can help investors create social benefits while generating strong returns—if you know how to find them.
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How Global Investment Grade Can Help Pension Schemes Deliver Their Promises
With many defined pension schemes in negative cashflow, interest in cashflow-driven investing (CDI) is increasing. We believe the $11.3 trillion global investment grade credit universe offers the best means of maximising potential returns from a core CDI strategy. Moreover, advances in technology allow us to build portfolios more quickly, optimising returns and limiting risk.
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Hermes Impact Report, Q2 2019
The Sustainable Development Goals (SDGs) were created from a development rather than investment perspective. However, believing they can be a powerful way of identifying impact companies, we created the Hermes SDG Taxonomy earlier this year to clearly demonstrate connections between the goals and investment opportunities.
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The Circular Q2 2019: keeping you in the sustainability loop
The Circular dives once more into our recent sustainable-investing commentary and analysis to bring our latest insights on environmental, social and governance (ESG) and impact investing to the surface. Get ready to take the plunge.
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Why 2 Degrees Celsius May Beat 2 Percent CPI
Investors should watch closely as some financial regulators begin to take a more expansive view of their mandates and pay more attention to the planet’s rising temperature.
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Views from the LPAC
Over our 25 years investing across private markets, Barings has had the opportunity to hold hundreds of Limited Partner Advisory Committee (LPAC) seats—helping mitigate conflicts of interest, and making suggestions to General Partners (GPs) and Limited Partners (LPs) on best practices.
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Green Bonds: Seeking New Opportunities To Invest For Good
Green bonds have quickly become common across jurisdictions, industries and currencies.
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Private Equity: Where LPs Need to Do Their Homework Now
From fund-life extensions to ESG and diversity efforts, limited partners (LPs) have no shortage of factors to consider when evaluating PE investments. Barings’ Elizabeth Weindruch provides first-hand insight into the latest challenges facing PE investors today.
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Hermes Unconstrained Credit celebrates one-year anniversary
On 29 May 2018, we launched our Unconstrained Credit Fund. It aims to maximise long-term total returns by combining unconstrained, high-conviction credit selection with a hedge against adverse market conditions. One year on from its launch, we ask: how has Hermes Unconstrained Credit performed?
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Ri Tool: A Portfolio Manager’s Perspective Responsible Investment | March 2019
Our proprietary responsible investment ratings is an innovative tool that combines ESG and financial stewardship data to create a single company rating for 5,500 listed equities globally. So how do our PMs use it?
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White papers
Ri Tool: A Portfolio Manager’s Perspective
Our proprietary responsible investment ratings is an innovative tool that combines ESG and financial stewardship data to create a single company rating for 5,500 listed equities globally. So how do our PMs use it?
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White papers
A Guide To Responsible Investment Ratings At Columbia Threadneedle Investments
Our proprietary responsible investment (RI) ratings provide our global investment team with a robust responsible investment framework and enhanced analysis of over 5,500 companies around the world.