All ESG/SRI articles – Page 14
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White papersGEMs ESG Materiality, H1 2024
In the latest issue we shine the spotlight on South Korea’s ‘Corporate Value-Up Programme’, which seeks to improve corporate governance in the country. We also provide an update on our voting and engagement activity.
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White papersInnovation, Conflict and a Mysterious Disappearance
This year’s recommendation for vacation reading is a fascinating page-turner about one of the early 20th century’s most influential inventors. With the calendar turning to August, it’s the time of year when many market participants will be seeking the opportunity to take a vacation, enjoy the Olympics and generally get a break from the relentless headlines.
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White papersGaining an Edge with ESG
In this quantitative research study, we investigate the relationship between environmental, social and governance (ESG) factors and subsequent performance. We believe a systematic approach can provide meaningful exposure to companies that deliver strong ESG performance while potentially increasing overall returns.
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White papersPublic Engagement Report Q2 2024
The Q2 Public Engagement Report from EOS at Federated Hermes focuses on animal testing at pharmaceutical companies and some of the innovative alternatives becoming available. Plus, how investors can assess companies’ climate transition plans, and highlights from this year’s AGM season.
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White papers10 questions for 10 years: The Global Equity ESG Fund
Since 2014, the Global Equity ESG Fund’s philosophy has been underpinned by pragmatism, sustainability, responsibility and longevity. Now, with ten years under its belt, the Fund has demonstrated an improved ability to generate outperformance using its proprietary QESG score. In this retrospective piece, our team reflect on the Fund’s history of innovation and why their approach to ESG investing is not simply about achieving the ‘feel good’ factor.
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White papersThe perfect storm: Deglobalisation’s headwinds
Globalisation - the rising interconnection of the world’s economies and populations, driven by international trade in technology, services, goods as well as the flow of investment and information - is facing at least five different head winds. Let me discuss them in turn and indicate how I believe they could be tackled.
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White papersWhat impact do sustainability criteria have on portfolio performance?
The effect on the performance of an investment portfolio of applying sustainability-based criteria to select stocks remains a topic of intense debate. Before assessing the impact, we note that environmental, social and governance criteria can be used to achieve different goals. Thus, outcomes vary depending on the sets of ESG criteria used for investment portfolios.
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White papersParis-aligned investing: Active or passive?
The algorithmic nature of passive funds’ investment processes can create the risk of over-simplification and short-termism when tackling the long-term challenge of climate change. We think that an active approach is not only more effective, but essential for investors aiming to make real contributions towards achieving the goals of the Paris Agreement.
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White papersA Preliminary Language for a Post-Global World
This book sets out what we see as the key issues facing asset owners in the macro environment, and shares the outlook for capital markets, strategic allocation and the future of the investment industry. It will also explore how the next ten years are likely to be very different from the 1980–2020 period.
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White papersClimate inclusion: driving the transition for low income consumers
Climate change is poised to disproportionately impact low-income and vulnerable populations. Global temperature increases, increasingly severe storms, and irregular patterns of drought and rainfall are estimated to push up to 130 million people into poverty by 2030. By 2050, as many as 200 million may be forced to migrate. This highlights the universal nature of climate change; it doesn’t respect borders, impacting vulnerable regions and populations regardless of where emissions originate.
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White papersWhat You Didn’t Know About European Offices
Are European offices broken? We don’t think so. They’re just different.
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White papersESG Viewpoint: Nature Positive commitments: separating the green from greenwash
Over 1,400 companies are calling on governments to adopt policies to reach Nature Positive by 2030. 95 British businesses have signed up to a collective goal to be Nature Positive by 2030, and a third of the global mining industry has committed to reach Nature Positive by 2030 through the International Council on Mining and Metals (ICMM)123.
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White papersESG Thema #16 - Investing in India’s energy future: a just transition challenge
India is currently experiencing an era of unparalleled growth, marked by significant shifts in various domains. These include the transition from physical currency to digital payments, a move from traditional fuels to renewable energy sources, a shift from an informal to a more formal economy, and a transition from underserved communities to ensuring inclusion even at the last mile. These landmark changes are shaping a new landscape of development.
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White papersWorld Oceans Day: It’s time to take action
Protecting and conserving the marine environment is essential for human life and the economy as the oceans play a central role in regulating our climate.
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White papersAbout SDGs, reading the manual with NLP
In recent years, asset management has embraced the Net-Zero paradigm for portfolio construction and the formation of mid- and long-term views. However, delays in climate transition go along with poor achievement of the Sustainable Development Goals (SDGs). With only a few years remaining to reach the objectives set for 2030, this paper aims to examine the SDGs’ framework and question its implementation by companies.
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White papersAI Ethics and Regulation: How Investors Can Navigate the Maze
From potentially brand-damaging ethical risks to regulatory uncertainty, AI poses challenges for investors. But there is a path forward.
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White papersEngagement case study: Goodyear
In recognising the significant climate upstream risk in purchased goods and services, including rubber procurement, we engaged with Goodyear on how this would affect its climate impact and ability to meet its targets.
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White papersDriving impact: Why the US represents a hive of opportunity for sustainable investors
From renewable energy and water treatment to precision agriculture and artificial intelligence (AI), the US is home to many of the world’s most innovative companies leading the battle against climate change and biodiversity loss.
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White papersDriving Sustainable Outcomes: Infrastructure Debt and the Sustainable Development Goals
Infrastructure investment is vital for enhancing quality of life, driving economic development and promoting social equity. It fundamentally shapes how we live, how economies function and the inclusivity and resilience of our communities and environment. To meet global infrastructure needs, including the UN Sustainable Development Goals, an estimated $97 trillion in investment is needed by 2040.
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White papersEngagement case study: LyondellBasell
As part of the Climate Action 100+, we co-led engagement with the company on setting and disclosing ambitious climate targets.
