All ESG/SRI articles – Page 4
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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 papersOut of sight, out of EM?
A world on fire and a $5.5 trillion need for capital. Will Scholes, co-fund manager of the Premier Miton Emerging Markets Sustainable Fund, puts a long-term lens on emerging markets (EM) investing.
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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.
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White papersEmerging Markets Unveiled: Uncovering Opportunities for Impact in Emerging Markets
This report shares how our Sovereign Impact Rating framework addresses some of the key challenges when assessing ESG impact performance for sovereigns.
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Asset Manager NewsKGAL ESPF 5 completes acquisition of a solar park cluster in Saxony-Anhalt with a total capacity of 120 megawatts
The renewable energy fund KGAL ESPF 5 is investing in two further solar parks near Magdeburg, Calvörde West and Grauingen. The two plants complement the Calvörde Ost solar park acquired at the beginning of 2023, which will soon go into operation. The Calvörde cluster has a total capacity of 120 megawatts. KGAL has already secured attractive long-term feed-in tariffs for the majority of the capacity.
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White papersGlobal Emerging Markets Equity Outlook, H2 2024
In this report, we discuss noteworthy developments in emerging markets this year that have reinforced our view about the medium- and long-term prospects for the asset class. We see various tangible additional drivers of future growth.
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White papersAn Introduction to Carbon Pricing
This study provides an introduction to carbon pricing mechanisms through micro- and macro-based empirical analysis.
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White papersESG Thema #17 - Investing in gender equality: Momentum is growing
Over the last century, women have acquired the right to vote in almost every country, have entered the job market and political bodies, and have gained their independence, particularly financial. Equal rights have thus been achieved in society.
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PodcastDebt-for-Nature Swaps: Unlocking Capital for Conservation
This episode explores debt-for-nature swaps with special guest, Slav Gatchev, Sustainable Debt Managing Director at The Nature Conservancy.
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White papersLife Sciences: Four reasons why this out-of-favour sector deserves your attention
As headwinds subside, the Sustainable Global Equity team reveal why they believe investment into the Life Sciences sector looks compelling for the long term.
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White papersSainsbury’s case study
Following research published by Oxfam on the supply chain human and labour rights risks that UK food retailers were exposed to, we engaged with Sainsbury’s to identify and manage these risks.
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White papersEquitorial: A practical pathway to net zero
Investors increasingly recognise the urgency of addressing climate change. Many, particularly in the institutional investor space, have already set net-zero goals and commitments. In our latest Equitorial report we ask: Can good intentions be translated into effective action?
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VideoThe road ahead for US equities
Charlotte Daughtrey, Equity Investment Specialist, considers the current tailwinds for US equities, the impact of the US election on small- and mid-cap companies, and whether or not the recent rotation out of mega-caps is sustainable.
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White papersCelebrating three years of the Sustainable Global Equity Strategy
Our Sustainable Global Equity Strategy recently celebrated its third anniversary. In recognition of this milestone, we took the opportunity to speak to the team behind the strategy about why it was created, the story so far, and their plans for its future.
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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.
