All ESG/SRI articles – Page 26
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White papersDe-Risking? Mind the Carbon!
Shifting a portfolio from stocks to bonds reduces investment risk, but it can also increase the portfolio’s carbon footprint. Read about a carbon-aware approach to reduce that impact and benefit the portfolio overall.
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White papersSDG Engagement High Yield Credit, Annual Report 2022
In a review of the past 12 months, the investment team offers an in-depth view of engagement highlights, progress on milestones, performance and case studies.
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VideoSDG Engagement Equity, Annual Report 2022
In the five years since its launch, the SDG Engagement Equity Strategy has evidentially shown the positive potential of active capital. By investing in and engaging with select global SMIDs, it has been able to improve both the businesses it is invested in, and wider society.
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VideoMeet the Manager: Martin Todd
In the first of our new ‘Meet the Manager’ Q&A series, Martin Todd, Portfolio Manager, offers a peek behind his investment style and the strategy’s raison d’être; the key attributes he looks for in an investment, the secret behind the team’s strong dynamic, and how he got started in his career.
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White papersGlobal Equity ESG, Annual Report 2022
Read our annual report for an overview of the year just gone, our successful engagements with portfolio companies, and a deep dive on responsible investing in the healthcare sector.
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White papersPM Spotlight: A Stock-picker at Heart Manages High Yield Bonds
This issue of PM Spotlight profiles Sarah Harrison, senior portfolio manager for Plus Fixed Income. Read about Sarah’s first great high-conviction trade in high yield and what keeps her coming back to high yield bonds.
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White papersShifting the natural cost curve: The role of investors in protecting biodiversity
The damage caused by climate change to the planet, society and economic activity is becoming increasingly obvious every year. Floods and droughts, extreme temperatures and destructive storms all bring with them tangible impacts on people’s lives and livelihoods.
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White papersBiodiversity Q&A: Understanding a powerful new investment theme
As biodiversity becomes an increasingly important part of the global agenda – and of investment strategies – we tackle 10 of the most fundamental questions around the topic: What is biodiversity, why does it matter, and how might it affect investment decisions?
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PodcastMaking investments in infrastructure debt impactful
Making investments in infrastructure debt impactful from a sustainability angle requires a perspective that goes beyond an attractive risk-return ratio and obvious green infrastructure assets such as solar plants. Apart from a wide network to source loans that are suitable, there is a need for a strong research and assessment capability to safeguard their ‘greenness’.
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White papersDSM and a.s.r. accelerate growth of world-leading bioscience ecosystem in the Netherlands
DSM and ASR Dutch Science Park Fund team up to further develop the Biotech Campus Delft (BCD) to world-leader in bioscience. They will engage in a long-term collaboration to grow the bioscience ecosystem in Delft, the Netherlands, into a unique, world-leading campus for biosciences that will fuel the Dutch knowledge sector, sustainable food innovations and the bio-based economy.
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White papersAmundi Pension Funds Letter n°17
In early March, a number of Amundi’s experts gathered in Paris to present their views to clients on some of the current concerns facing pension funds. Moments after they spoke about the multiple challenges of inflation, of geopolitical instability and of the impact the climate crisis will have on investment returns, shares in Silicon Valley Bank began to slide. The sudden return to market panic acts as a timely reminder that you can never be too prepared for the next crisis and the predominant concern remains uncertainty.
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White papersA rocky net zero pathway calls for a new approach to portfolios
There’s a growing global consensus on the urgent need to combat climate change. But governments’ uncoordinated reactions to energy price spikes in the past year showed that a successful and orderly transition to a greener economy is far from guaranteed.
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White papersSolving for the Climate Transition in High Yield
A holistic approach to climate considerations can offer an opportunity to invest in a diversified portfolio of high yield issuers that are committed to reducing or maintaining a low carbon footprint, while also targeting high current income and capital appreciation.
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White papersCompanies and Climate change - A research application of the AIIB-Amundi CCIF*
The 2015 Paris Agreement represented a watershed moment in the global response to climate change. It required countries to commit to Nationally Determined Contributions (NDCs), outlining and regularly revising a strategy for how they will reduce greenhouse gas emissions, as well as adapt to the changing climate.
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White papersEngagement case study: Pfizer
Pfizer, in response to investor feedback, published its “Industry associations – Report on incongruencies” which provides greater transparency into how its public policy positions are aligned with the trade associations of which it is a member.
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White papersImpact Opportunities Equity Q1 2023 report: The electric revolution
In our latest quarterly update, we consider the future of the electric revolution and ask: Is the EV market at an inflection point? Looking forward, what will prove the best way to play this theme?
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White papersEmerging markets debt: Clouds of political uncertainty set to lift
After a positive start to 2023, emerging market debt investors should keep an eye on four key elections this year, which may create further opportunities in the asset class.
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White papersColgate-Palmolive case study
Following nearly two years of engagement as the lead for the Climate Action 100+ (CA100+) collaborative engagement with Colgate-Palmolive, the company published its first report aligned with the Task Force on Climate-related Financial Disclosures’ (TCFD) recommendations.
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White papersBiodiversity: It’s Time to Protect Our Only Home - N°4 Addressing Biodiversity in Food-based Sectors
The global food sector is often cited as one of the primary sectors driving biodiversity loss globally. While the sector heavily exacerbates biodiversity loss, it is also heavily dependent on biodiversity and faces significant associated risks. The impacts to biodiversity are often indirect, primarily through the sourcing of raw materials, making the topic difficult to manage and measure in part due to the sheer scale of global supply chains.
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White papersA rocky net zero pathway
In 2022, the war in Ukraine impacted the energy supply outlook and also had implications for the net zero path. Security, affordability (in volume and prices) and sustainability of the energy supply were challenged, driving the need to diversify the energy supply mix.
