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 world changed in March 2020. Almost overnight, the COVID-19 pandemic strained health care systems to the breaking point, put much of the global economy on an indefinite hiatus and radically reshaped societal norms and interactions. For businesses everywhere, these events are undermining established assumptions while…
The recovery from COVID-19 in Asia is a story of two tales. Most Northern Asian markets have now recouped initial losses incurred in early 2020, while less-developed Asian countries continue to suffer as they struggle to contain the virus. But although it’s hard to escape headlines and concerns about the longer-term impact…
The pandemic’s arc and its impact on political and policy developments are resetting expectations and will continue to define the investment landscape. The interplay of these three critical fronts – the pandemic, politics, and policy – will have implications for portfolio allocations extending far beyond the coming year,…
Climate change will be one of the most economically impactful occurrence in human history. But currently, our profession is in many cases behind the curve in analyzing the impacts of climate change. This report from CFA Institute includes case studies and survey data to help educate our community and investors about what…
Reducing the amount of carbon dioxide in the atmosphere is becoming an increasingly urgent priority in the fight against climate change. Both new and established pathways to remove the gas are under scrutiny, as decision makers around the globe grapple with how to take the most effective action.
Given the economic shock to the EU-ETS from COVID, the price of EU carbon allowances (EUAs) has held up remarkably well in recent months. From a low of €14.3/t in the early stages of the lockdowns across the EU the benchmark Dec-20 contract recovered to a near-record all-time high of €30.8/t in June, and has held at pre-…
The term "circular economy" relates to the concept of the circle of life and energy, which assumes that nothing comes from nothing and nothing is ever wasted. If the human race is to prolong its existence on this planet, it should at least aspire to change its model of existence in the image of nature’s own. The circle…
The term "circular economy" relates to the concept of the circle of life and energy, which assumes that nothing comes from nothing and nothing is ever wasted. If the human race is to prolong its existence on this planet, it should at least aspire to change its model of existence in the image of nature’s own. The circle…
The purpose of this paper is to outline ways in which government bond investors can take climate risks in their investment approaches into account. It presents and articulates the climate methodology that underpins the FTSE Advanced Climate World Government Bond Index (Advanced Climate WGBI) in detail, emphasizing the…
2020 was the year of the pandemic, instant recession, and US election drama, while UBS AM think 2021 is poised to be the year of vaccines and a more durable, comprehensive economic reopening. Dive inside their Panorama report to see what their attention is focused on for 2021.
There has been a significant increase in investor interest in companies focusing on hydrogen technology as governments included them in their post-COVID recovery plans. In this paper, Candriam look at hydrogen from the environmental standpoint, as well as key factors supporting its future development, such as investment,…
The COVID-19 pandemic has roiled global asset markets, including those in Asia. In this difficult economic enviroment, the region will not be immune to the general trend of credit deterioration.
There has been a significant increase in investor interest in companies focusing on hydrogen technology as governments included them in their post-COVID recovery plans. In this paper, Candriam look at hydrogen from the environmental standpoint, as well as key factors supporting its future development, such as investment,…
RBC GAM's fourth annual Responsible Investment Survey reveals the latest views, actions and intentions of institutional investors and consultants related to responsible investment and ESG. This year’s survey indicates that ESG integration continues to grow globally. But for the third year in a row, the gap between investors…
Today, the linearity of the global economy is becoming hard to escape; excess waste piled in landfills and littered along coastlines are visible hallmarks of a “take, make, dispose” paradigm fueled by business and devoured by consumers.
Most discussions about climate change and sustainable investing within a global context will invariably note that Asia has a lot of catching up to do. It’s a perspective that’s difficult to dispute; the region has the dubious honour of being the world’s largest emitter of greenhouse gases, accounting for more than 47.0% of…
The green bond market is one of the most dynamic, fastest-growing segments in fixed income. And it has become too big to ignore. In the last five years it has undergone a major transformation – from a niche impact segment to an opportunity for every fixed income investor. This green bond buyer's guide builds on the…
Recent events have highlighted the importance of the environmental, social and governance characteristics of real asset investments – not only as part of COVID-19 recovery programmes, but also as a way of futureproofing portfolios.
