Latest Manager Research – Page 219
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White papersInfographic – Progressing to net zero: BNP Paribas Asset Management’s roadmap
From developing SRI investment solutions to publishing our net zero roadmap, BNP Paribas Asset Management’s journey as the sustainable investor for a changing world continues to advance. In phases, we are working towards becoming a net zero asset manager, building on our longstanding efforts in sustainable investing.
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White papersPrivate Equity in the Economic Headwinds
Against the current economic headwinds, concerns about sourcing, financing, managing and selling private equity assets are understandable—but might these concerns be obscuring the underlying resilience of the asset class?
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White papersBroadening Access to Private Equity
While private equity investors have benefited from the return premiums and diversification of the asset class for over 20 years, complexity and barriers to entry have inhibited the democratization of private equity for individual investors.
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White papersA Tale of Two Cities
Why we think the resilience of the U.S. economy is proving to be a real conundrum for investors.
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White papersCOP27: Treating the Symptoms, Not the Disease
In many respects, COP27 was neither feat nor flop.
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White papersUndercapitalization Slows Secondaries Activity
While LPs and GPs cry out for liquidity, secondary funds are unable to recapitalize quickly, creating pent-up demand that bodes well for the future. This roundtable conversation with Buyouts Insider features Ben Perl, Managing Director, and Global Co-Head of Neuberger Berman Secondary Private Equity.
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White papersThe 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 papersCentral banks ease pace of hikes as inflation cools
Monetary policy enters a new phase as central banks moderate rate rises amid signs inflation may be slowing.
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White papersSDG 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 papersBeyond reopening: China’s transformation
Reopening and cheap valuations are just a few of the reasons investors should be looking at China next year, says James Cook, Investment Director for Global Emerging Markets at Federated Hermes Limited.
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White papersProtect, sustain, restore: Why the Amazon matters
Our Biodiversity Equity team explains how investors can play a crucial role in halting and reversing deforestation.
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White papersSpectrum, Q4 2022
A year has passed since our Q4 2021 edition of Spectrum, in which we invited investors to consider the consequences of ‘sticky’ inflation. Suffice to say, a lot has happened since then, and the question of higher-for-longer inflation has been answered in no uncertain terms.
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White papersClimate Change High Yield Credit Annual Report, 2022
Launched in September 2021, the Federated Hermes Climate Change High Yield strategy aims to outperform the global high yield market by investing with conviction in companies that have strong fundamentals and which demonstrate the potential to decarbonise and transition to a low-carbon world.
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White papersIndia’s star shines as stocks reach an all-time high
Indian equities surge this year as economy becomes an attractive alternative for investors moving away from China.
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White papersAlibaba case study
We have engaged extensively with Alibaba on corporate governance, ESG strategy and reporting, and are pleased to see various improvements. There remain important areas of further engagement, including on governance: separation of the chair and CEO, appointment of a lead independent director and improved board director engagement with minority shareholders.
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White papersChina enters ‘new phase’ of Covid recovery following civil unrest
Just over a month into his unprecedented third term, Chinese president Xi Jinping sees authority tested by wave of political protests in response to Beijing’s stringent Covid-19 restrictions and outcry over media suppression.
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White papersDelta Electronics case study
The company committed to net zero by 2050, improved its gender diversity on the board from 0% to 25% and set up a zero-placement policy for foreign migrant workers to prevent modern slavery.
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White papersLandMark Optoelectronics case study
Since our engagement, the company produced its first Corporate Social Responsibility (CSR) report and started to report against the key pillars of the Task Force on Climate-related Financial Disclosures (TCFD) recommendations. The company set short-, medium-, and long-term emission targets and committed to carbon neutrality by 2050.
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White papersFiorino: Leverage will tear us apart, again
Fiorino charts the gravitationally risky path of the UK pension system after it veered dangerously close to the point of implosion.
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White papersESG Materiality, Q4 2022
In the latest issue we reflect on the 2022 voting season and key trends, including the continued push for greater board independence and diversity across emerging markets.
