ESG and Ethical Investing - Articles & White Papers
Articles and white papers on ESG and socially responsible investing. The most popular ESG research in this section provides practical advice for tangible implementation of ESG policy, for instance, exploring a framework to integrate ESG factors into portfolio construction, and how to integrate ESG into private equity. ESG surveys have been well received, and the list below includes... a survey of European ESG funds as well as a report which examines how institutional investors incorporate ESG considerations when investing in alternatives. A commonly debated issue is the question of how ESG impacts investment returns. Can socially responsible investing deliver competitive performance, or does it hurt investment outcomes? This topic is well covered in this area of our library. Other research in this section includes papers on corporate governance policy, shareholder activism and the rise of activist funds. With environmental risks and climate change an increasing concern for investors, there are a growing number of papers on fossil fuel divestment. Furthermore, increasing attention is being given to how funds can actually use their investments to make a positive change for good, and papers on impact investing have proved popular, particularly in relation to endowments. This section also includes papers on faith-based investing such as Islamic finance.
While there is appetite from investors and asset owners to address ESG considerations as part of the portfolio design process, there are clearly also challenges for multi-asset investors in doing so. In Section 1 of this paper we outline why the integration of ESG data with other whole-of-fund data and assumptions is a key…
Report by CFA Institute and Principles for Responsible Investment (PRI) highlights Best Practices in ESG integration across EMEA.
This best-practice report contains guidance on ESG integration in equity and fixed-income investments and case studies on how ESG integration is “done” by leading practitioners. This …
Sustainable investing is rapidly becoming mainstream, but there’s a wide variety of approaches, and sometimes the labels used can be confusing. In our new book, a publication in collaboration with RobecoSAM, we look at what a truly integrated approach to sustainable investing means, and how investors can reap the…
Recent proprietary research has revealed that there are a surprisingly large number of stocks with a positive impact – almost 3,000 out of the 15,000 in our chosen universe (the CS HOLT database). This is partially explained by expanding the universe to include small caps. Our results reveal that, contrary to conventional…
The proposed EU taxonomy will be a ‘living’ list of all economic activities that can genuinely be considered environmentally sustainable, defining and providing a common understanding of what is ‘green’.
Climate change is recognized as one of the preeminent global risks today — with extreme weather having the potential to compound societal stresses that encompass economic disparity, human migration and interstate conflict. To illustrate the sources of climate-altering carbon emissions, Exhibit 1 details the global “carbon…
Engaging with governments on sustainability issues is much harder for investors than engaging with companies. But despite the challenges, doing it well can lead to stronger economic growth for the issuing sovereign and positive alpha for investors.
Nuveen describes alternative investment opportunities in agriculture, infrastructure, impact investing, and real estate that have arisen as a result of mass urbanization.
The Global Sustainable Investment Alliance reports that ESG investments now exceed $30 trillion – one quarter of professionally managed assets. Increasing popularity has increased the ESG noise. Cut through it with this straightforward, no-nonsense paper on ESG investing.
The Global Sustainable Investment Alliance reports that ESG investments now exceed $30 trillion – one quarter of professionally managed assets. Increasing popularity has increased the ESG noise. Cut through it with this straightforward, no-nonsense paper on ESG investing.
For too long, a company’s success has been measured purely by its financial performance. But increasingly, in a social-media world, the success of a business is aligned to the satisfaction of employees. With fewer rights granted to employees in the US than other developed nations, we explain why we are starting a dialogue on…
Because of the asymmetric nature of fixed income, ESG analysis in this asset class is a question of risk before being a question of opportunity. We believe that companies and governments that do not strive today to converge toward ESG best practices face a number of looming dangers. They can be affected at multiple levels,…
This paper seeks to provide a guide to help investors build impact management systems that are both tailored to their strategic focus and aligned with best practices. It will provide an overview of the different frameworks and tools available to impact investors and classify them into five broad categories: objectives,…
To help ensure that companies exert a positive impact on the world, including the bottom line, we believe that investors need to do more than assess environmental, social and governance (ESG) risks. They must engage.
This year's Fidelity Analyst Survey reveals a corporate landscape of retreating confidence and quiet positioning for lower growth. But while the age of optimism might be over for now, recession is not yet upon us.
For their second Global Fixed Income Study, Invesco interviewed 145 fixed income specialists at pension funds, insurers, sovereign wealth funds, and other investment firms. Representative AUM for the survey respondents amounts to over USD 14 trillion.
For their second Global Fixed Income Study, Invesco interviewed 145 fixed income specialists at pension funds, insurers, sovereign wealth funds, and other investment firms. Representative AUM for the survey respondents amounts to over USD 14 trillion.
A recent research study finds a link between purpose, corporate profitability and significant positive riskadjusted stock returns, based on a private survey of about 500,000 employees in 429 firms. The study validates the importance of purpose as an aspect of corporate culture with measurable bottom-line impact. It also…
The share of renewable energy in the European electricity generation mix has heavily increased in recent years with no signs that this trend is going to stop anytime soon. This paper by Aquila Capital examines some of the industry changes taking place. It also takes a detailed look at the challenges and opportunities that…
