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.
PGIM's latest Megatrends paper, “The Future Means Business: Investment Implications of Transformative New Corporate Models,” draws on the insights of more than two dozen PGIM investment professionals across our private and public fixed income, equity, real estate and alternatives managers – as well as a new proprietary…
Nuveen describes alternative investment opportunities in agriculture, infrastructure, impact investing, and real estate that have arisen as a result of mass urbanization.
There have been significant changes in the UK pension landscape in recent years following government action to dramatically increase participation rates. The policy of automatically enrolling eligible employees into a pension scheme has tackled some of the structural changes required. However, we can be under no illusion…
There have been significant changes in the UK pension landscape in recent years following government action to dramatically increase participation rates. The policy of automatically enrolling eligible employees into a pension scheme has tackled some of the structural changes required. However, we can be under no illusion…
This 42-page paper by Candriam examines the key role the transportation and energy sectors play in the sustainable energy transition. It asks the question: can automobiles change the world?
A number of market inefficiencies make sustainable investing attractive for active managers, whose goal is to outperform broader indices. We address five of these inefficiencies and explain how investors may be able to take advantage of them.
Sustainable investing is a hot topic. We commissioned a survey of 4,600 people in 14 countries to find out what they really think. We were concerned to find that although investors follow sustainable principles in their daily lives, their awareness of sustainable investment opportunities is limited. Act ESG by Vontobel Asset…
Diversification is the foundation of modern portfolios, described by Nobel laureate Harry Markowitz as ‘the only free lunch’ for investors. But could the trend towards investing according to environmental, social, and governance (ESG) principles undermine diversification? Our new research explores this important question and…
This edition of Robeco Private Equity’s annual ESG report is a compilation of research topics that are increasingly appearing on the agenda of investors in private equity. Our annual ESG survey formed the basis for the research. The responses given by the private equity fund managers to this survey provide valuable insights…
Many equity investors want to help create social benefits while generating strong returns. Achieving these twin goals requires a coherent investment approach. In this paper, we outline a process designed to effectively integrate environmental, social and governance factors in a sustainable equity strategy. Using stock…
Oil needs long-term break-evens of $10-$20/bbl to remain competitive in mobility. In this report the authors introduce the concept of the Energy Return on Capital Invested (EROCI), focusing on the energy return on a $100bn outlay on oil and renewables where the energy is being used specifically to power cars and other light-…
Across the globe, more and more investors are finding it in their best interest to integrate climate risk within their investment considerations. A series of issues arises – How do we define and measure ESG factors? Perhaps the most topical metric today is greenhouse gas emissions. Yet, while we can measure a company's…
As a long-term asset class, private real estate is especially vulnerable to climate-related events, such as water stress, hurricanes and flooding. We analyzed physical risks in five real estate markets in different regions (Australia, South Africa, the U.S., the U.K. and the Netherlands).
As growing numbers of companies embrace sustainability practices, the question of whether those efforts can provide a competitive edge through strategic differentiation becomes increasingly important.
Across the globe, more and more investors are finding it in their best interest to integrate climate risk within their investment considerations. A series of issues arises – How do we define and measure ESG factors? Perhaps the most topical metric today is greenhouse gas emissions. Yet, while we can measure a company's…
The best opportunity is rarely the most obvious one. For investors caught up in the day-to-day maelstrom of constant change, choosing the right path can be difficult. Compounding that challenge are large secular ‘supertanker’ trends, such as artificial intelligence (AI) and climate change. With both of these secular trends,…
This paper by BNP Paribas AM examines where major markets such as China and India stand in their evolution. It also explores the scope for electric vehicles to develop in other global emerging markets.
