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’s investment theme for the coming year is 20/20 vision: a clearer path for growth. The “clearer path” part is pretty straightforward: Our investment leaders think the macro fears that dominated most of 2019 have receded. Monetary policy is easier than it was a year ago, and global recession risks seem to have faded…
Nuveen describes alternative investment opportunities in agriculture, infrastructure, impact investing, and real estate that have arisen as a result of mass urbanization.
Winner of Savvy Investor Awards - Best Real Assets Paper 2019
Women’s representation on corporate boards climbed to 20% in 2019, up from 17.9% in 2018 and 17.3% in 2017. At the current pace, a 50/50 gender split among global directors might be reached by 2044, according to our latest report.
An analysis of potential investment returns to the year 2100 led us to consider four themes that we think will have a pervasive influence over the rest of the century: low bond yields, demographics, climate change and technological innovation. All four are interlinked, with feedback mechanisms from one to the other. We…
Do ESG factors add to, detract from, or have no effect on financial returns in EM equities? Using a detailed, methodical approach, strategists at Candriam seek to answer this question.
Do ESG factors add to, detract from, or have no effect on financial returns in EM equities? Using a detailed, methodical approach, strategists at Candriam seek to answer this question.
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-…
Islamic finance and sustainable, responsible, and impact (SRI) investing may appear to be completely unrelated approaches. Islamic finance prohibits riba (lending at risk) and excessive gharar (sale of risk). SRI investing has environmental, social, and governance (ESG) considerations at its core, but it still depends on…
An analysis of potential investment returns to the year 2100 led us to consider four themes that we think will have a pervasive influence over the rest of the century: low bond yields, demographics, climate change and technological innovation. All four are interlinked, with feedback mechanisms from one to the other. We…
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…
In this paper, FTSE Russell introduces the notions of climate risks and how they would translate into sovereign risk. Climate risks are likely to affect the long-term investment horizon of sovereign bond investors, well beyond the general short-term perspective of financial investments. Alongside traditional fundamental…
This paper assesses how inequality challenges the political stability and growth potential of major emerging markets. Focusing on the tension between growth-oriented fiscal policies and redistributive ones, the authors ask: can increasing both taxes on wealth and the power of labour alleviate poverty in the absence of strong…
This survey authored by the Society of Actuaries et al attempts to track the thoughts of risk managers about emerging risks across time. Trends are as important as absolute responses, helping risk managers contemplate individual risks, combinations of risks, and unintended consequences of actions and inactions. The survey…
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…
Explore how the launch of futures on the S&P 500 ESG Index has expanded the ESG toolkit for market participants. S&P DJI’s Mona Naqvi joins CME Group’s Tim McCourt and DWS’ Luke Oliver to discuss.
Explore what’s driving the uptick in global issuance and the growing range of applications for green bonds with S&P DJI’s Kevin Horan and VanEck’s William Sokol.
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.
