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 future of sustainable investing is in the balance. It involves balancing financial and extra-financial considerations, balancing short-term and long-term goals, and balancing interests among stakeholders and over time, while seeking fair outcomes for all. None of this is easy. But sustainable investing is critical to the…
Wellington Management's 2021 Investment Outlook Hub, updated to now include all 6 of their 2021 Outlook papers collated into one place.
Papers feature a wide range of asset classes including both mainstream (Economic, Fixed Interest and Equities) and those more specialist areas of investing, including ESG and…
The world is at risk. Our planet is facing numerous exponential threats. Tackling global warming, environmental degradation, and the negative externalities associated with them is only the tip of the iceberg. There is a clear need to shift companies and global economies to more sustainable models, whilst…
In PGIM’s new Megatrends paper, they propose an actionable climate-change agenda that addresses both hidden portfolio vulnerabilities and potential opportunities in the transition to a lower-carbon world. PGIM's research draws on the insights of more than 40 PGIM investment professionals, 30 leading policymakers, scientists…
Amundi analyze the portfolio choices of approximately 913,000 active participants in employee saving plans in France. Looking at the cross-section of equity exposure, we find that the inclusion of responsible equity options in the menu of available funds is associated with a 2.1% higher equity allocation by plan participants…
An estimated US$670 billion of annual spending is required until 2030 to meet the sustainable goals associated with water. Yet, water is the risk where the least progress has been made. DWS is part of a working group, organised by the World Economic Forum (WEF), on ‘Transformational Investment’. The initiative targets new…
Wells Fargo AM's Climate Change Working Group takes a deep dive into the integrated energy sector and how it is transitioning the period in which a decarbonizing economy becomes a reality.
With millions of data points on the most financially material ESG criteria in each industry, the Yearbook remains a comprehensive guide to the strongest performing, largest companies in the world. That information is integrated into the investment process at Robeco.
This Yearbook is once again filled with revealing…
Candriam introduces two major enhancements to their previous Sovereign Sustainability models. The most important change is their move from a model employing four types of freely-interchangeable capital, to their introduction of a model which places a limit on Natural Capital. Economists continuously grapple with…
Candriam introduces two major enhancements to their previous Sovereign Sustainability models. The most important change is their move from a model employing four types of freely-interchangeable capital, to their introduction of a model which places a limit on Natural Capital. Economists continuously grapple with…
The event which pushed Covid out of the global news headlines for part of 2020 was the death of George Floyd while in the custody of police. Only one of a series of controversial police actions in the US in recent years, this time the event triggered a global campaign against racism. The Black Lives Matters movement has been…
The event which pushed Covid out of the global news headlines for part of 2020 was the death of George Floyd while in the custody of police. Only one of a series of controversial police actions in the US in recent years, this time the event triggered a global campaign against racism. The Black Lives Matters movement has been…
While much of the world’s focus continues to be on tackling the COVID-19 pandemic, the climate crisis also requires urgent attention. The number of countries and companies supporting the move to a lower-carbon world is growing, but practical challenges remain. How can we build back better after COVID, and navigate to a…
NN IP's outlook presents three potential scenarios for 2021. First is their base case, which they call “cruise control”, followed by two alternative scenarios: “full throttle”, which describes a supercharged global recovery, and “idling engine”, in which the lingering Covid-19 pandemic causes lasting damage to the economy.…
In 2018 it was rising US interest rates. In 2019 it was Sino-US trade tensions. Last year it was the COVID-19 pandemic. But the result has been the same for many of the fund groups tracked by EPFR: consistent outflows. Since 1Q18 net redemptions from all Equity Funds and Balanced Funds represent 2.8% and 9.8% of their AUM…
Far from country bets, crowding or overfitting, so-called “dark green” ESG indices have displayed outperformance across regions and over time. These indices have also exhibited clear signs of risk reduction in volatile market conditions. While the focus on higher ESG ratings at an index levels has delivered excess returns…
Digitalization and the accelerating pace of innovation are bringing about tremendous changes, not only in how we communicate, but also how people invest. This paper by Invesco highlights some of the key developments, discuss the importance of innovations and show how new technologies on the near horizon are transforming the…
The process of incorporating considerations other than financial returns in investment decisions has a long history. Since the early 2000s, responsible investing considerations have been steadily gaining acceptance as important factors for the investment process. This is arguably part of an ongoing process of reconsidering…
The green economy is an increasingly important part of addressing environmental objectives and its data, a key part of investors sustainable investment tool kit. With the development of new green taxonomies at the national level, broad, granular datasets are going to be important in their implementation. The FTSE Russell…
Wells Fargo AM take a look at the reasons behind the slump in the US integrated energy sector and argue forcefully that investors should reconsider the sector particularly as it adapts strategies to cope with a decarbonizing economy.
