All ESG/SRI articles – Page 14
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White papersESG Thema #18 - When extreme becomes the new normal: how to address physical climate risk
The science is clear: mitigation efforts alone cannot halt the negative effects of climate change. The world needs to prepare for physical climate changes even if we successfully meet the Paris Agreement goals. The increase in frequency and severity of acute climate hazards is expected to surge in the coming years, and will have a profound impact in several parts of the world. Moreover, the distribution of anticipated acute weather events is disproportionate and uneven, biased toward more vulnerable populations.
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White papersNot all net zero pathways are created equal
Improving real estate’s sustainability profile is pivotal to addressing climate change, as the sector contributes some 40% of global greenhouse gas emissions. But improving this sustainability profile isn’t just a ‘save the world’ exercise. For building owners and associated stakeholders it is also vital to establish the necessary long-term action plans towards net zero to protect income streams and value and manage costs.
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White papersSupporting the Clean Energy Transition: Opportunities in Emerging Markets Debt
Emerging markets are missing out on the wave of clean energy investment seen since 2020, according to the International Energy Agency (IEA): “Global clean energy investment has risen by 40% since 2020, reaching an estimated $1.8 trillion in 2023, but almost all the recent growth has been in advanced economies and in China. By contrast, other emerging and developing economies account for less than 15% of total investment, despite being home to 65% of the world’s population and generating about a third of global gross domestic product.”
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WebinarWebinar: wind and solar enhanced maintenance technologies and advances with data
How is the use of artificial intelligence impacting the clean energy infrastructure industry? Watch Nuveen Infrastructure’s recent webinar where we discuss the use of big data and AI in asset management, the underlying trends affecting renewables infrastructure maintenance and the wealth of benefits that effective maintenance can bring to a renewables portfolio.
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White papersSpectrum Q3 2024: Marvellous medicine
Second only to AI for its ability to generate investor hype, the biotech sector offers opportunity and risk in equal measure. Read our latest Spectrum report to learn why our portfolio managers believe the investment case for life sciences is more than skin-deep.
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White papersThe energy transition: 10 essential indicators for insurers
A concerted global effort is underway to decarbonize industries, particularly the energy sector, through a series of policy and regulatory interventions. This international push, building on the momentum of the Paris Agreement, aims to create a more secure and sustainable future.
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White papersHow Cutting-Edge Energy Infrastructure is Delivering Old Fashioned Returns
The scale of change underway in energy infrastructure is enormous. But with a traditional approach and detailed understanding of the changing market, it is possible to deliver the kind of stable and predictable returns that investors have come to expect from an infrastructure allocation, says Ivor Frischknecht, Managing Partner, CIO Asia-Pacific at Sosteneo Infrastructure Partners, part of Generali Investments.
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White papersChurchill 2023 Sustainability Report
We are thrilled to present Churchill’s second annual Sustainability Report. Reflecting on the accomplishments of the past year, I am grateful for the many partnerships we’ve built. From collaborating with investors to refine our practices to engaging with organizations that provide invaluable insights to our investment teams, we are invigorated by the progress we have made together towards our sustainability goals.
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White papersThe shifting landscape within direct lending
The direct lending market is constantly evolving. Recently greater competition within certain parts of the market has impacted pricing and eroded lending terms. For these reasons M&G Investments believes in taking a conservative and highly selective approach.
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White papersPrime opportunities within direct lending
Within the direct lending universe M&G Investments believes the most attractive opportunities lie within the more conservative end of the mid-market. We explore why this is likely to be the case and how conditions within the asset class have changed.
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White papersNext-generation private equity: The art of partnership
Next-generation managers are re-energising the private equity industry from the point of view of both approach and performance.
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White papersLocating the sweet spot in direct lending
On top of a compelling return, the northern European lower mid-market senior secured segment offers less downside risk and one of the best legal environments to negotiate any restructurings.
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White papersRising inequality: a global sustainability challenge that needs our attention
As the global economy grows, an increasing number of people are being left behind. This is more than a moral crisis—it’s an economic one.
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White papersSDG Engagement Equity, H1 2024 report
As responsible investors, it’s important that all the sustainability claims we make are credible and we focus on the issues that matter. The same should be expected of our investee companies. In this report we provide colour on the ongoing engagement dialogues we have been having with our holdings.
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VideoNot all strategies look like ours: Sustainable Global Equity
In this video, Martin Todd and Henry Biddle highlight the key differentiators that have driven the strategy’s success and made it stand out in a competitive market.
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White papersAI: Transformative technology 75 years in the making
ChatGPT’s arrival took the world by storm in 2022; it’s better to see it as the latest stage of how technology has been changing our lives for decades.
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White papersWill new reforms tackle the ‘Korea discount’?
South Korea’s new ‘Corporate Value-Up Programme’ aims to address the so-called ‘Korea discount’, which sees domestic companies trading at lower price-to-earnings multiples than their global peers.
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White papersGlobal Equity ESG, H1 2024 Report
To make ESG investing truly effective, investors must integrate high-quality data into the investment process. For our Global Equity ESG team, the EU’s Principal Adverse Indicators (PAIs) are a useful tool to support portfolio analysis and direct engagement with companies.
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White papersBond investing to support positive environmental and social outcomes
Progress on the UN’s 17 Sustainable Development goals is lagging. With the target date of 2030 looming, less than a fifth of the goals are on track. With vital work still to be done, fund managers have an opportunity to address these critical gaps and accelerate progress. Mario Eisenegger, ESG bond manager outlines the role that bond investors can play to generate positive outcomes for both people and planet.
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White papersAddressing climate impacts and nature loss through real assets
The effects of climate change are a megatrend on a global scale, influencing the expected risk-return profile of real assets investments and the opportunity set for investors. The increasing frequency and severity of physical climate hazards, as well as nature loss resulting from changing ecosystems requires new ways of thinking about financial risk and return in real assets investments.
