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Investing with Impact: ESG that makes a difference

  • Posted by: ,  Chief Executive
  • 30 October 2018
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Investing with Impact - new papers

With the tenets of responsible investing and ESG integration now gaining widespread acceptance, there is a growing focus on the actual impact that corporations - and portfolio decisions - are having on the world around us. It is important that ESG policies are impactful, not just as a marketing tool, but as a real driver of societal good.

The papers below examine not just the why and how of ESG, but also the impact ESG investing can have on the environment and society at large. In the papers below, NNIP start the ball rolling by examining how investors can assess the intentional impact of their portfolio investments, including metrics for carbon measurement, social impact and corporate governance.

impact investing

MindScope: How Should Investors Measure the Impact of Investing? (NNIP, Oct 2018)
(For compliance purposes, this paper is only accessible in certain geographies)
NN Investment Partners looks at the multitude of ways that investors can measure the impact of their investments, including carbon footprints, social impact metrics, engagement, and intentionality. 

Impact Investing - Made Simple Guide (Hermes IM, 2018)
(For compliance purposes, this paper is NOT accessible in the United States)
This guide examines the world of impact investing, explaining the key aspects of this investment approach, looking at a range of ESG strategies, and the importance of impact investing as a driver of future growth.

Roadmap for the Future of Impact Investing (GIIN, 2018)
The report assesses progress in the development of the impact investing industry over the past decade, setting the stage for the six categories of action required to overcome critical barriers and achieve the vision for impact investing.

Responsible Investing: Facilitating Change via Shareholder Advocacy (Eaton Vance, 2018) 
(For compliance purposes, 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.

How to Start the ESG Investing Conversation (State Street, 2018)
How should asset managers and investors begin the ESG conversation? State Street provides guidance.

Sustainable investing: a ‘why not’ moment (BlackRock, 2018)
(For compliance purposes, this paper is only accessible in certain geographies)
BlackRock explains why they believe sustainable portfolios can be created without compromising return goals, possibly even enhancing risk-adjusted returns in the long run.

Addressing climate risks and opportunities: A guide for trustees (IIGCC, 2018)
This 42-page report is designed as a guide to address climate risks and opportunities for asset owners. Covering the four pillars of governance, strategy, risk management, metrics and targets.

ESG Investing: Brace for Impact (DWS AM, 2018)
(For compliance purposes, this paper is only accessible in the United Kingdom)
Unlike more traditional ESG approaches, sustainable investing does not rely only on shareholder influence to do good while producing competitive returns. It also achieves positive outcomes via investment selection, portfolio management and, where needed, contractual arrangements.

The Evolving Future of Fiduciary Duty in an ESG World (CFA Institute, 2018)
The opinions of CFA Institute members in the EU are surveyed to inquire about sustainable investing issues and whether ESG should be considered a part of the fiduciary duties of investment managers. 

An Investor Framework for Addressing the Impact of Climate Change (Callan, 2018)
Drastic steps are required in order to keep global temperatures from rising 2 degrees.  Callan's Anna West lays out the major considerations for long-term investors in regards to climate change.

Climate Change: Assessing Impact at the Portfolio Level (Neuberger Berman, 2018)
(For compliance purposes, this paper is only accessible in certain geographies)
Assessing climate risk is complex, but companies are increasingly adopting policies that are climate-aware, from decreasing their carbon footprint, to reducing emissions, managing risk factors, and updating their financial disclosures. 

Impact Investing and Social Infrastructure (Franklin Templeton, Jun 2018) 
(For compliance purposes, this paper is only accessible in the EMEA region)
Franklin Templeton describes opportunities for impact investment in social infrastructure assets in Europe such as social services, water infrastructure, and other areas where investment/funding gaps currently exist.

Impact Investing & the Global Microfinance Sector (DWS AM, 2018)
(For compliance purposes, this paper is only accessible in the United Kingdom)
The impact investing field also encompasses microfinance, as access to financing and financial inclusion are both important aspects of the UN SDGs. DWS explores the microfinance sector further in this paper.

 

 

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