All ESG/SRI articles – Page 4
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White papers
The New Risk Premium: How Climate Change is Changing the Real Estate Landscape
Climate change, conflict, growing global populations and urbanization is putting even greater strain on resources. Food, energy and water resources within nations has already begun to adversely impact economic growth via higher prices. These resources within markets will become increasingly significant as constraining factors on economic growth.
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White papers
Global Equity ESG, H1 2023 Report
The Global Equity ESG team believes many sustainable businesses are undervalued and stand to be richly rewarded in the long term, particularly if AI lives up to its promise.
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Investing in transition materials for innovation
Demand for the critical commodities underpinning the energy and materials transition is expected to increase exponentially over the next decade, alongside a shortage of supply. We outline our convictions for the transition and how these inform our investment in materials set to enable and benefit from the technology revolution.
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White papers
The four pillars of impact investing and how they work in the real world
Investors can achieve the greatest positive impact with their capital by focusing on four key themes.
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Impact investing behind the scenes: four ways investor capital builds a sustainable future
Three of Schroders Capital’s impact experts explain some of the ways we might put pension capital to work, and dig into why private markets are so important to building sustainable change.
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How Emerging Markets can help pension schemes meet their sustainability objectives
Has an obsession with ESG ratings created a false perception of the value of Emerging Market equities?
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White papers
ESG in private credit: A key differentiator?
Although ESG integration is still relatively nascent in the private debt sphere, advances are being made as lenders take into account the long-term risks entailed with debt issuance.
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White papers
Understanding and responding to the human cost of the green energy transition
As the world moves towards a low-carbon economy it will require a massive increase in the production of so-called transition minerals. These lie at the heart of an expected surge in demand for clean energy technologies.
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Video
Transition investing for today’s economic revolution
Throughout history, the relationship between our economy and the environment has been defined by changes in three key systems: energy, land and oceans, and materials.
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Video
Why invest in emerging markets?
A focus on long-term mega trends rather than near-term noise could serve investors well.
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White papers
SDG Engagement Equity Report, H1 2023
In this report, we outline our engagement activity for the first six months of 2023. During the period, we once again put emphasis on the role companies can play in supporting their employees.
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White papers
In search of silver linings
A stimulus package targeting China’s real estate sector offered some respite for Chinese stocks this week but choppy economic data made for a mixed picture.
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White papers
Weathering the storm: Exploring climate change adaptation and the investor’s imperative
The Franklin Templeton Fixed Income team believe that issuers that think critically about the environment in which they operate could outperform throughout the full market cycle compared with those who are slower to adapt.
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White papers
‘Say on Climate’ voting: Losing steam – or set for a rebound?
Launched in 2020, the Say on Climate initiative encourages companies to consult shareholders about their climate strategies and net zero action plans at annual general meetings. The number of companies allowing such ballots doubled over the first two years, but 2023 has so far seen fewer initiatives. A recent paper from BNP Paribas Asset Management looks more closely at current trends, challenges still to be overcome, and the role investors can play.
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White papers
Investing in climate change: Private markets key to real impact
Finding the investment opportunities that can most meaningfully contribute to the fight against climate change means understanding the vital role of private markets.
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White papers
ESG Thema #13 - Time for action: Unlocking climate finance in Africa
This paper is co-written with the African Development Bank.
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White papers
Integrating Climate Risk Into an Insurer’s Strategic Asset Allocation
Is your strategic asset allocation process missing climate risks—and foregoing climate opportunities?
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White papers
Eurozone commercial real estate reset creates opportunities for debt investors
The sharp rise in interest rates over the last year has lowered valuations and led buyers to demand higher yields when acquiring commercial property. Banks have increased their scrutiny and caution, reducing loan-to-value funding ratios. While there is still demand from borrowers, especially for refinancing maturing debt, the amount of debt offered by banks per square metre is lower. We believe this environment presents an attractive opportunity for investors.
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White papers
Assessing Environmental Obsolescence Risk and Retrofit Opportunity in London Office Markets
The following piece is a collaboration between PLACEMAKE.IO and CBRE Investment Management, written by Dr Chlump Chatkupt, founder and CEO of PLACEMAKE.IO and Dominic Smith, Head of UK Research at CBRE Investment Management.
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White papers
Lights, battery storage, action: Investing in the greenfield energy infrastructure needed for a net zero world
The energy transition requires both smarter production of clean energy as well as new, practical infrastructure to enable its use, explains Umberto Tamburrino, CEO of Sosteneo Infrastructure Partners, a company within the Generali Investments ecosystem of asset management firms, which specialises in greenfield investing.