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.
ESG themes are long-term, but some can emerge with sudden force. This MSCI report examines five trends which the firm believes will unfold in 2020 to catapult ESG investing into the new decade.
More than 40 years since a senior NASA scientist told US Congress of concerns about human activities disrupting the climate, experts are warning of an impending climate catastrophe and the financial sector is wrestling with the implications.
This report by NN Investment Partners outlines the results of a survey by management consultant Kirstein examining the state of impact investing in four Nordic countries. It establishes how investors regard this style of investing, how they choose to implement it and what the key takeaways are.
Join this 60-minute panel discussion hosted by Reuters Events on the key ESG integration steps investors must take in 2020 to unlock more financial value from mainstream portfolios. Key topics to be addressed include: (i) Utilising data driven environmental, social and governance considerations into core investment decision-…
This white paper from Scientific Beta reviews the proposals of the TEG that are to be used in the preparation of the delegated acts and finds them wanting.
China’s investment landscape has undergone a dramatic metamorphosis over the past two decades. Within China today, financial markets are increasingly diverse, domestic consumption is rising and innovation plays a leading role in growth. AsiaNow looks at trends on the ground in the world’s second-largest economy
Despite deafening calls for countries and companies to step up to fight the climate crisis, research suggests individuals – especially in the developed world – could also make a massive difference if they committed to getting by with less. But will they?
We know a lot about the relationship between companies’ ESG characteristics and financial performance. But was there a correlation between ESG scores and cost of capital?
In the last decade, various governments worldwide have enacted over 500 new measures to promote environmental, social and governance issues (ESG). Given the magnitude of the task, various players are involved: governments, regulators, capital markets, businesses and consumers; and they are aided and abetted by green…
This research is the companion study of three previous research projects conducted at Amundi that address the issue of ESG (Berg et al., 2014; Bennani et al., 2018; Drei et al., 2019). These studies, which were focused on the stock market, showed that 2014 marks a turning point for ESG screening and the performance of active…
This research is the companion study of three previous research projects conducted at Amundi that address the issue of socially responsible investing (SRI) in the stock market (Berg et al., 2014; Bennani et al., 2018a; Drei et al., 2019). The underlying idea of this new study is to explore the impact of ESG investing on…
The world needs to make some burning decisions in 2020. That’s why this year’s Breakingviews Predictions book is entitled “Turning up the heat: a pivotal year for profit, politics and the planet.” If that sounds like overreach, paired with a cliché, so be it. Humanity is at something of a crossroads.
SAM has published its annual yearbook showcasing the sustainability performance of the world’s largest companies.
4710 Companies were assessed in the SAM Corporate Sustainability Assessment (CSA). Since 1999, RobecoSAM has been conducting the annual CSA and has compiled one of the largest and most comprehensive…
Credit risk analysis is evolving. Although the basic tenet of assessing whether an issuer can pay back its obligations on time and in full still holds, the global fixed income (FI) community is increasingly seeking ways to factor in sustainability considerations when allocating capital and managing risks. As a first step,…
Responsible investing has gathered enough momentum to reach the mainstream. What is less clear is how advanced global institutional investors are in the process of integrating ESG principles into their investment decisions. To find out, Franklin Templeton undertook a comprehensive study of the progress of asset owners on…
The Global Risks Report 2020 presents the major risks the world will be facing in the coming year. It stresses the need for a multistakeholder approach to addressing the world's greatest challenges.
The clock is ticking for asset owners when it comes to the development of green fixed income markets. Indeed, to meet the climate commitments under the Paris Agreement and finance the associated energy transition, Europe is missing an estimated EUR 180bn of yearly funding until 2030. To reach this level of investment, green…
