All ESG/SRI articles – Page 3
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VideoESG in Small Caps
While the ESG challenges facing smaller companies should not be underestimated, they also create opportunities for active managers to identify undervalued companies.
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White papers
JD.com engagement case study
JD.com has demonstrated its effort to improve its governance and ESG reporting in recent years. The company separated the chair and CEO roles earlier this year and released its first ESG report that focused on its ESG commitment, including climate change mitigation.
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White papers
Impact Opportunities Fund - Quarterly Report Q4 2022
In this quarter’s report, we take a deep dive into the complexities of UN SDG 6, clean water and sanitation, and discuss why it is so vital to life on this planet, the issues surrounding supply/demand, and how to bridge the water gap.
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White papers
ESG in motion: a dynamic forward-looking approach to detect ESG ‘improvers’
ESG investing has seen some headwinds in 2022. The ESG indexes suffered in 2022 in part due to their low representation in areas of the market that have benefitted from higher energy costs, such as the oil and gas sectors, and high representation in growth sectors that have been challenged by rising rates.
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Podcast
The Investment Podcast: Taking Asian real estate asset to another level in 2022
In an era of generally steep pricing, the focus is on real estate quality to cater to a variety of specific cultural and geographical requirements.
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White papers
The Sustainability Signal in AQE
We create sustainability scores for the companies we are evaluating and use those scores to complement our other Quality metrics, which in many (but not all) cases are gleaned from financial data. We believe that select ESG characteristics can be considered a proxy for long-term forward planning.
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Video
Why Value Now?
(1:58) Client Portfolio Manager, Nicole Vettise explains why value could be a good place to be in the current market environment, highlighting some key considerations for value-style investors.
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White papers
Allspring Systematic Edge
Allspring Systematic Edge delivers innovative products and bespoke solutions to meet investor needs.
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White papers
Farmland and timberland rise up climate agenda
For investors looking to build portfolios that are aligned with net-zero objectives, farmland and timberland have never been so important. Timberland has the potential to be a net negative carbon investment, thanks to the ability of forests to remove carbon from the atmosphere. Farmland’s carbon profile also compares favorably to other types of real assets.
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Research Report
2022 Sustainability Report
USAA Real Estate is proud to present this 2022 Sustainability Report. This Report outlines key details of our sustainability strategy while focusing on the value creation achievements within our commercial real estate (CRE) portfolio.
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Asset Manager News
Deka finances centrally located office tower “K26” in Frankfurt on behalf of Generali
DekaBank has underwritten a senior loan with a seven year tenor to finance the acquisition of an office tower on behalf of Generali Real Estate. The property comprises a 20 storey tower extending to 11,496 m² which is known as K26 and located directly in the city centre of Frankfurt.
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White papers
Pensions investment outlook 2023: New realities, big decisions
Pension fund investors have endured a roller coaster two years. After a strong 2021, 2022 saw record losses on sovereign bonds and a major correction in equities.
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White papers
ESG Thema – Special COP15 – The Paris moment for biodiversity?
From December 7th to 19th, 2022, the second part of the 15th Conference of the Parties to the Convention on Biological Diversity (COP15) was held in Montreal, Canada. Whereas COP15 was initially supposed to take place in October 2020 in Kunming, China, it was postponed four times due to COVID-19.
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White papers
Equity Perspectives: Building a Climate Transition Portfolio
Climate transition investing provides an opportunity to access the growth potential associated with the journey to a lower carbon world. This potential is found both in solution providers (‘enablers’) and those companies seeking to reduce their own carbon footprint (‘mitigators’).
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Blog
Recalibrating investment strategies for climate risk
Addressing climate risk is prompting investors to recalibrate long-term investment strategies – and poses novel challenges
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White papers
Engaging with aluminium on net zero and biodiversity
Aluminium is an energy-intensive industry that is crucial for the energy transition to net zero. Different companies are adopting varying approaches to reducing their carbon emissions. This case study outlines our engagement actions with two producers, highlighting the need for enhanced biodiversity considerations as a key issue in the energy transition and recognising there is no single way for any industry to decarbonise.
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White papers
COP27: Treating the Symptoms, Not the Disease
In many respects, COP27 was neither feat nor flop.
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White papers
The price of sustainability
Over the past couple of years, sustainable companies aligned with the UN Sustainable Development Goals (SDGs) have underperformed – but for the Federated Hermes Global Equities team, this could be about to change.
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White papers
SDG Engagement Equity Q4 2022 case study
Global concession caterer SSP had virtually no sustainability reporting back in 2017. The company has since established a comprehensive sustainability strategy which includes meaningful measurable targets.
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White papers
Protect, sustain, restore: Why the Amazon matters
Our Biodiversity Equity team explains how investors can play a crucial role in halting and reversing deforestation.
