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ESG: Going Green in 2018

Green Reforms, Green Bonds, and ESG

What implications would recent European Commission reform proposals have for ESG-minded investors in Europe?  How do ESG factors interact with credit quality and do they affect credit returns?  What does the present opportunity set look like for green infrastructure investment?

Impactful, sustainable, responsible, and green… Here's some more ESG for your 2018.

ESG going green

The Future of Sustainable Investing in Europe and Beyond (State Street, 2018)
ESG experts weigh in on the 2018 package of reform proposals proposed by the EC surrounding the classification of sustainability, ESG transparency, low-carbon benchmarking, and other related issues.

Responsible Investing - Tools of Change (Calvert, 2018) 
(For compliance reasons, this paper is only accessible in the U.S. and Canada)
Calvert Research and Management views long-term ownership as encompassing the responsibility to participate in the governance of the firms that we hold in our portfolios. Engagement is a right and a responsibility of ownership.

Green bonds: Awakening the green giant (Fidelity International blog, Sep 2018)
(For compliance reasons, this paper is only accessible in the UK and Europe)
Fixed income markets have lagged behind equities in addressing climate change. The market for green bonds is relatively small, but focusing on carbon reduction could be a way to spark interest in this sector. 

Impact Investing and Social Infrastructure (Franklin Templeton, Jun 2018)
(For compliance reasons, this paper is only accessible in the EMEA region)
This paper explains Franklin Templeton's ideas about bringing social infrastructure together with impact investing, and how this could lead to positive impact-based outcomes for both communities and the environment.

Investment Insights: ESG That Spans Portfolios (Neuberger Berman, Sep 2018)
(For compliance reasons, this paper is only accessible in certain geographies)
Measuring and managing the impact of investments across multiple asset classes is increasingly feasible, as is the integration of ESG with traditional fundamental research. 

Understanding ESG in Credit Portfolios (Macquarie, 2018)
This paper looks at the ways that ESG factors affect credit quality, how they impact the pricing of credit, and finally whether they affect credit returns.

The Rising Influence of Women in Investment Management (William Blair, 2018)
William Blair celebrates the successes of women throughout the asset management industry by illustrating the stories of Kristina Blaschek, Amy McGarrity, Tina Rönnholm, and Rina Spitz. 

Research Brief: Integrating ESG in Portfolio Construction (QMA, Jun 2018)
QMA suggests a unique approach to ESG investing that is able to rank companies on ESG criteria and generate similar alpha to non-ESG portfolios.

Climate Change: Assessing Impact at a Portfolio Level (Neuberger Berman, 2018)
(For compliance reasons, this paper is only accessible in certain geographies)
Assessing climate risk can be a challenging undertaking.  Neuberger Berman explains why it may be necessary to focus on a broad set of indicators and go beyond the traditional carbon footprint analysis.

Retooling Agriculture in the Low-Carbon Era (Hermes IM blog, Sep 2018)
(For compliance reasons, this paper is NOT accessible in the U.S. and Canada)
Hermes Investment Management discusses the retooling and future-proofing of the agriculture sector via micro-irrigation, precision agriculture systems, agroecology, and plant-based food. 

Podcast: Equity Investors Harness ESG for Alpha Generation (State Street, 2018)
Can ESG-related considerations offer an information edge for alpha-seeking equity investors? Our research says yes. Anna Lester and Chen He talk through how we put ESG to work to help boost returns while managing risk.

Investors should respond to climate risks and opportunities (ClientEarth, 2018)
This report provides a summary of responses to common climate-related questions. The authors believe that understanding the impact of climate change and how it affects assets is a fiduciary duty. 

Green Infrastructure Investment in Australasia (Climate Bonds Initiative, 2018)
This report highlights opportunities for green infrastructure investment within New Zealand and Australia. It aims to foster greater engagement on green investment opportunities, including green bonds, in this region.

Super Fund Responsible Investment Benchmark Report 2018 (RIAA)
Responsible investment continues its upward trajectory into the mainstream with just under half of all professionally managed assets in Australia now employing responsible investment strategies, as detailed in this report.