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.
The investment world continues to focus on sustainability, its increasing importance leading to Environmental, Social and Corporate Governance (ESG) metrics being woven into investors’ decision-making processes. Investors themselves have been the driving force behind this change, as they continue to demand more transparency…
Climate change is the single greatest challenge humankind has faced. The transition to a net zero world will require the largest reconstruction of the global economy since the Industrial Revolution.
Beyond the obvious existential threat that the planet and future generations are facing, net zero is also becoming…
The key theme of this year’s report, the ‘S’ pillar of ESG (environmental, social and governance) investing, is highly pertinent. As politicians and policy makers across the world aim to ‘build back better’, Create-Research and DWS believe they need to take the time to fully understand the social part of ESG.
The Northern Trust ESG Vector Score is a measurement that assesses publicly traded companies in the context of financially relevant environmental, social and governance (ESG) related criteria that could impact their operating performance.
Your goal is carbon reduction, potentially getting to net-zero emissions by 2050. But you do not want to wait until then to measure the impact your investments might make. You want to invest in a broad climate-reduction equity benchmark because, after all, you do not want to take on too much extra-market risk. You can invest…
In 2020 COVID-19 created a perfect storm for insurers. Spikes in health and business claims combined with a work-from-home order, requiring fast adaptation and causing a huge shock to the economy and financial markets. Few saw the pandemic coming, and insurers, like everyone else, were not immune to the fallout .
This first report was accomplished with the desire to clarify the events that were unfolding globally as a result of the health measures put in place to address the epidemic. CFA Institute already had declared that the 2020 crisis was an unprecedented event compared with previous historical crises. It has forced policy…
Targeting portfolio-level ESG outcomes may not require the extensive individual-security research that has become the norm for most socially responsible investments. In this paper, Intech illustrates how to capture ESG characteristics using statistical analysis of ESG ratings to identify persistent and dominant systematic…
Targeting portfolio-level ESG outcomes may not require the extensive individual-security research that has become the norm for most socially responsible investments. In this paper, Intech illustrates how to capture ESG characteristics using statistical analysis of ESG ratings to identify persistent and dominant systematic…
The global economy remains on track for a rapid and broad-based economic recovery from the Covid-19 pandemic. Notwithstanding concerns around new variants of the virus, restrictions are generally being eased, as the vaccine roll-out progresses well, allowing economies to more fully re-open. Moreover, the tightening of…
With Covid-19 top of mind, impacting both operations and investment strategies, the impact of the ongoing pandemic is the major theme running throughout. This includes an examination of adjustments made in response to the crisis and the impact on long-term trends, including rising allocations to illiquid private markets and…
With Covid-19 top of mind, impacting both operations and investment strategies, the impact of the ongoing pandemic is the major theme running throughout. This includes an examination of adjustments made in response to the crisis and the impact on long-term trends, including rising allocations to illiquid private markets and…
Pension money has power. But deciding how to use it isn’t easy. That’s why, in 2021’s ESG member survey, LGIM asked savers if COVID-19 trumps climate concerns, whether to engage or exclude, and which generation is greener than ever.
The proliferation of environmental, social and governance (ESG) investing over the last decade has given rise to a significant amount of data and wide ranging, competing frameworks. Yet for many in the securities lending space, reservations about its compatibility with ESG have kept them on the sidelines. As an added…
The rapid and ongoing adoption of ESG across global industries has seen sustainable investments soar. However, fixed income markets and money markets have been slower to adopt ESG.
But why is this and how long will it take for these markets to catch up?
Climate change is the biggest threat facing humanity, and is now the single-most important issue for investors. Global warming presents both risks and opportunities, as investment capital can have a huge influence on the means of combating it, from renewables to decarbonisation. The biggest hurdle is perhaps in not knowing…
Wellington Management's Futures Themes Hub looks at the structural trendlines that will shape markets, society and the economy over the next five to ten years. They identify four structural areas and ten key research themes from which to identify attractive investment opportunities.
As governments and companies strive to reduce carbon emissions and achieve net zero, questions are being asked about the role of natural climate solutions. Aviva Investors analyse differing approaches to offsetting and their impact on forest management.
BloombergNEF (BNEF) provides primary research on clean energy, advanced transport, digital industry, innovative materials, and commodities. Previously focused on renewables, the report now includes investment figures for a wider scope of transition areas, including energy storage, electrified vehicles and heating, hydrogen,…
Since last year, there has been a tremendous acceleration of net zero commitments, showing that despite the Covid crisis, the climate change mitigation goals set in the Paris Agreement remain firmly on the agenda.
