All Water/Waste articles
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White papersQuenching the semiconductor industry’s thirst
Innovative technologies are reducing the environmental impact of a water-intensive industry critical to the modern economy, writes Justin Winter, Senior Portfolio Manager at Impax Asset Management.
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White papersPlastic wrap: biotransformation, bans on waste exports and a landmark lawsuit
Scaling up plastic reuse, the biotransformation of refuse and banning many current European exports of waste are among the topics we cover in this issue of Plastic wrap, our bimonthly review of the science, policy and corporate activity pivotal in creating a circular plastics value chain.
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White papersWaste to wealth: A circular economy approach to e-waste
From mobile phones to medical equipment, electronic products in their millions are being produced and discarded in excess each year. The growing e-waste problem is driving unparalleled levels of resource depletion and pollution, presenting a clear social and environmental risk. As a result, countries are increasingly looking to establish more sustainable consumption and production patterns through a circular economy approach.
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White papersInvesting in a critical global resource: water
In this paper, Impax Asset Management, a delegated manager of BNP Paribas Asset Management, discusses the fundamental drivers of the global water industry’s growth and regulation. Both are shaping priorities in the sector. What does this mean for the opportunity set for investors? What are some of the evolving technologies and solutions that could shape the market? Here is a shortened version of the paper presenting the main points.
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White papersLOIM Circular Economy: three years of investing in the power of nature
Circular Economy, one of our high-conviction equity strategies, recently marked its three-year anniversary. The strategy seeks growth opportunities arising from the transition to a bio-based and circular economy, which harnesses and preserves nature and its valuable, regenerative resources.
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White papersPlastic has a bright and sustainable future
Plastic has an image problem. This 19th-century invention has acquired a negative reputation because of our wasteful economic model, but plastic is a valuable resource – and the industry has a vital role to play in the sustainability transition. Thankfully, a lower carbon, circular plastics model is taking hold, bringing many opportunities for investors.
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White papersBiodiversity investment case study: innovative urbanisation
Biodiversity is essential to human prosperity, enabling vital ecosystem services like pollination, flood protection, soil fertility and the production of food, fuel and medicines. In this case study on innovative urbanisation, we discuss ways that cities can integrate nature into the built environment, helping to halt and even reverse biodiversity loss.
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White papersHow tackling food waste contributes to climate change mitigation
Discussions about food and its impact on climate change often concern the value chain from fork to plate – and even more often focus on the production side – but eliminating food loss and waste can make an equally notable contribution. Addressing this major issue requires solutions that range from basic common sense to innovative packaging, transport and storage.
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White papersWater Scarcity: Sustainable Investors Address a Growing Scourge
Water scarcity is no longer just a problem for developing countries in desert climes. As demand for water solutions grows, equity investors will find opportunities in companies that help quench the thirst of parched communities around the world with innovative solutions.
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White papersUniversal access to clean water and sanitation has wide-ranging benefits
As a resource that is critical to life on Earth, it behoves us as stewards of the planet to look after water. Beyond answers to droughts and floods, and the damage they do to the economy, other areas such as providing clean water and sanitation can have considerable benefits for society at large that extend from reduced healthcare costs to improved productivity.
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White papersInvesting in water - A raft of solutions
The opportunities are not only a consequence of climate change effects – severe flooding or drought – but also of decades of under-investment in clean and wastewater infrastructure. Water is pervasive: every economic activity consumes water, and we believe nearly every company needs to improve how it manages that consumption.
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White papersWater as an Investment
Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios
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White papersClean water solutions for a thirsty world
Natural capital includes all of the earth’s natural resources including freshwater reserves and aquatic ecosystems. Demand for water is increasing just as its supply is being degraded by urbanisation, plastic waste, mismanagement of agricultural chemicals and thermal pollution. We make the case for investing in water solutions to help preserve this vital aspect of natural capital as one of the engines of our economy.
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White papersOpening the Tap: Opportunities in Regulated Water Utilities
The need to bring capital to the nation’s water utility systems is clear: Deteriorated water infrastructure affects both the population and the environment.
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White papersInnovation Builds Deep Water Technology Waves
The next decade will see an urgent and widespread boom in investments in innovation across all economic sectors, according to Stephen Dover and Kim Catechis of the Franklin Templeton Investment Institute.
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White papersKeeping Real Estate Portfolios Above Water Amid Rising Sea Levels
As investors increasingly turn their attention to climate risks, concerns about global sea level rise are more frequently influencing investment decisions in real estate markets. The Barings Real Estate team discusses how to measure, analyze and mitigate such risks.
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Asset Manager NewsNatixis Investment Managers International Completes First Investment in an Australian Windfarm Refinancing for Asahi Life
Natixis Investment Managers International has invested in the refinancing of a 317MW wind farm in South Australia on behalf of Asahi Life. The A$610m financing of the wind farm has been operational since 2017, carries an initial maturity of 22 years but amortizes over its life, resulting in a weighted-average life of 9.8 years. Over that time, Asahi will receive a coupon around 2% over the Australian short-term lending rate (BBSW) tat steps up over the life of the loan. The loan has no public rating, but is internally rated investment-grade by Natixis IM’s internal credit methodology.
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White papersSuzano: engaging on ESG issues
Sao Paolo-based pulp and paper producer Suzano is a holding in the Federated Hermes Unconstrained Credit Fund.
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White papers* Our roadmap to addressing biodiversity loss *
Biodiversity loss entails physical, transition and systemic risks for investors. That is why BNP Paribas Asset Management believes it is essential to integrate biodiversity into its approach to sustainable investing including reporting on its water and forest footprints and developing common biodiversity metrics.
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Asset Manager NewsKGAL commits to being climate-neutral asset manager by 2021
As part of a new climate strategy, one of the leading German asset managers is also targeting net zero emission portfolio by 2050
