All ESG/SRI articles – Page 5
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White papersThe constructive outlook for sustainable corporate bonds
Renewed economic growth and lower interest rates should support corporate bonds generally. Sustainable corporate bonds in particular may benefit from additional tailwinds and provide investors with opportunities to boost returns and temper credit risk, write Michel Baud and Yrieix De James.
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White papersPension Funds Letter 22 - New realities, new searches for returns
Amongst other things, 2024 will be remembered for being the year of elections. More voters than ever before, over half the world’s population, had the opportunity to express their vote this year. While almost all these votes have now been counted, what the different outcomes will mean both domestically and more globally is only likely to become clear next year. We wait especially with bated breath, to see how Trump 2.0 will play out around the world.
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White papersAddressing water scarcity – Water is not optional
In recent weeks, several global agencies have sounded the alarm on water scarcity, highlighting the negative implications of rising economic activity and climate change on supplies. The message has been consistent: water is not optional. In this article, Impax Asset Management notes urgent action, along with significant investment, is required to address water infrastructure needs.
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White papersRenewables and grids: The dynamic duo powering growth for European utilities
Energy transition-related goals and timelines are being recalibrated, but for investors who can take the long view there remains a rich opportunity set.
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White papersRiding ESG waves across the globe: the US and India in focus
At any surf spot in the world, you can find a cadre of wetsuit-clad wave watchers scanning the horizon of the sea. Surfing, a sport unlike any other, demands an intricate understanding of the water and weather conditions. The interplay between tides and the underwater terrain determines the height, direction and formation of wave patterns.
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White papersIncluding ESG in a fund name – cosmetics or effective driver of change?
A recent study by an international team of academics examines whether renaming investment funds to include the term ‘ESG’ is just a cosmetic jump on the sustainability bandwagon – or whether it does have a positive impact in reducing ESG risk and improving ESG performance. Here, we summarise their findings.
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White papersResponsible Investment in Private Equity
In this paper, we aim, as a follow-up of the broader paper we recently published on this topic, to analyze how Private Equity (PE) investors approach responsible investing cross-linking again conclusions from academic research with our experience as a PE investor as well as a survey of PE investors, including both Global Partners (GPs) and Limited Partners (LPs).
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White papersResponsible investing in private equity
Due to its growing size, and the levers it holds in setting the strategy for portfolio companies, the PE industry has a decisive impact on how the global economy addresses the key challenge of climate change and, more generally, whether companies are managed in a responsible manner.
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White papersAligning investment strategies and sustainable development goals
The United Nations’ 17 Sustainable Development Goals promote sustainable development and work with a selection of indicators to help countries develop implementation strategies and allocate resources accordingly.
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White papersCOP29: Temperature Overshoot, Policy Undershoot
As COP29 gets underway, we consider the meeting agenda against the background of both the climate itself and recent progress on climate policy and financing.
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PodcastESG Thema - Lessons learned from COP16 and COP29 for Sustainable Finance
The year 2024 marked a significant moment for global environmental discussions, with the convening of three major conferences, with two having already occurred – COP 16 for the Convention on Biological Diversity (CBD) in October in Cali, Colombia; and COP29 for the United Nations Framework Convention on Climate Change (UNFCCC) in November in Baku, Azerbaijan – and a last one scheduled to take place December, also called COP16, but for the United Nations Convention to Combat Desertification (UNCCD) in Riyadh, Saudi Arabia.
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White papersBeyond paper gains: the rising prominence of DPI and its focus on real returns
The private equity industry is undergoing a mindset shift with regards to returns. As traditional exit routes remain gridlocked and liquidity scarce, investors unable to turn portfolio returns into cash are rethinking what successful private equity performance looks like.
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White papersA new frontier for stewardship
Stewardship has evolved significantly since EOS at Federated Hermes Limited began in 2004, maturing into an industry with many more participants, all seeking to drive real-world outcomes. But this has also brought fresh challenges. Amy D’Eugenio reflects on this changing backdrop and looks ahead to the next 20 years.
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White papersOutlook 2025-2027: Attention to health care real estate
Attention health care real estate! The asset class is moving up the political agenda and attention to new care facilities is growing. Supply and demand prices are becoming more balanced, while institutional investors’ interest in sustainable real estate continues to grow. In the Outlook 2025-2027, Achmea Real Estate is therefore optimistic about investments in health care real estate.
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White papersInvestment Outlook 2025 – Opportunities in a volatile world
The widespread expectation of the global economy heading for a soft landing will be put to the test amid major political change and the risk this creates for economic stability.
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PodcastOuterblue RI – How is Shareholder Stewardship shaping the future of corporate sustainability?
Stewardship activities, like engagement and voting, are increasingly seen as effective tools for promoting corporate accountability, enhancing long-term value, and driving sustainability.
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White papersInvestor Concerns and the Pricing of Physical Climate Risk
We study how global equity markets price the physical climate risk associated with tropical cyclones. To assess firms’ exposure to this risk, we use a bottom-up, forward-looking measure of firms’ expected losses to their geolocalized physical assets based on simulated cyclone tracks under different climate scenarios (RCP 2.6, 4.5, and 6.0).
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White papersESG that thinks not just in years, but in decades
Our investment professionals and environmental, social and governance (ESG) specialists take on topics that matter.
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White papersCOP29: Will it deliver on climate finance?
The COP29 climate negotiations will take place in Baku, Azerbaijan, from 11-22 November. The headline objective is to agree a new target for the provision of climate finance to developing nations, superseding the goal set in 2009 to deliver $100 billion a year by 2020.
