All ESG/SRI articles – Page 12
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White papers
The 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 papers
Pension 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 papers
Quenching 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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Video
Un-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 papers
Feast of opportunities: Six future food trends
The global food system is in a multi-decade period of upheaval. Governments, regulators, companies and consumers are rethinking the way food is produced and consumed in an increasingly resource-constrained world. Innovation and disruption are already happening and will, in our view, accelerate in the coming years.
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White papers
How 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.
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White papers
The skills factor: greening the workforce to deliver net zero
Limiting global warming to 2C requires large scale investments from governments and businesses. But are the latter managing their human capital effectively in order to achieve this?
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White papers
As tech shapes the future of flight, here’s how investors can get on board
The airline industry is taking flight once again. Between 2004 and 2019, flights increased steadily, rising from 23.8 million to 38.9 million annual global flights. Although flights dropped to 16.9 million during the pandemic, these levels could double by the end of 2023.
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Video
What defines a Biodiversity Champion?
In this video, Jordan Patel, Deputy Portfolio Manager of the Biodiversity Equity Strategy, explains why these companies, more so than transition names, stand to benefit from the exciting multi-year trends and regulations which underpin the team’s investment thesis.
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White papers
A common language for nature-related engagements
What do we mean when we talk about biodiversity? Hannah Naumoff explores the different nature-related terms that have sprouted in the wake of COP15, and why it’s important to be clear about their meaning when engaging with companies.
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White papers
Costing the Earth: measuring corporations’ impact on biodiversity loss
Investors can no longer afford to ignore the devastating economic effects of biodiversity loss, but they need better tools to assess and manage the risks. We introduce the new scientific research by our academic partners at the MISTRA FinBio programme which should help guide investors.
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White papers
Taking action! Join us on our journey through sustainable investing in private markets
”There is an extreme shortage of sustainable assets and the supply-demand differential will only grow in the future.”
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White papers
The Economic Cost of the Carbon Tax
The choice of the optimal environmental policy is an important question in the current climate change context. While the carbon tax was the preferred policy of economists in the 1970s and 1980s, governments have implemented both quantity-based policies, such as emissions trading schemes, and price-based policies, such as fossil fuel taxes and renewable energy subsidies.
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White papers
ESG Thema #15 - Measuring the Biodiversity Footprints of Investments: An Assessment of the Metrics
The urgency and scale of biodiversity loss are exposing a high number of companies across sectors to significant financial risks. In this context, it has become increasingly necessary for investors to reliably assess the impact and dependence of companies on biodiversity.
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Asset Manager News
Hines Wins Second Global ESG Firm of the Year Award from PERE
Hines, the global real estate investment manager, is honored to announce that it was recognized with three first place awards at the 2023 Global PERE Awards. The awards won include the prestigious “ESG Firm of the Year: Global” for outstanding innovation in the sustainability space.
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White papers
Blue bonds: A growing resource for sustainability financing
Issuance of sustainable debt has exploded over the past 10 years as investors seek investment returns by allocating capital toward sustainability efforts. This trend is likely to continue as climate change‐related challenges become increasingly frequent and disruptive, and several governments have responded by deploying increasing amounts of capital to sustainable projects.
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White papers
Biodiversity: the next frontier in impact investing
At its core, impact investing links intricately with the preservation of biodiversity. The vitality of ecosystems and survival of numerous species plays a pivotal role in pressing global challenges like climate change and sustainable development.
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White papers
The inherent stability of European real estate lending
In today’s current investment landscape, I have witnessed first hand how real estate lending has emerged as a stabilising force, offering investors a safe haven from the volatility of public markets. At Arrow Lending Opportunities, we’ve honed our focus on this private debt investment strategy, particularly within the European real estate credit sector, and I’m keen to share insights into its increasing appeal.
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White papers
Integrating biodiversity risks into investment decisions
Biodiversity loss has long concerned scientists and conservationists. But new research shows it has now started to become a material financial risk for listed companies and their investors. Several studies published in the past year have found that biodiversity-related risks are beginning to affect company valuations and their financing costs.
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White papers
Global Equity ESG, Annual Report 2023
The Global Equities team has demonstrated a history of innovation over 15 years of investing, and 2023 was no exception. In our most recent annual report, we introduce the new iteration of our QESG score, based on our pioneering research into ESG and the unique insights of our EOS team.