ESG Analysis

  • Martin Foden at RLAM
    Opinion Pieces

    Viewpoint: Long-term lenders ideally placed to drive ESG conversations

    2021-01-15T12:17:00Z

    With the world facing considerable and pressing environmental and social problems, the investment world has a critical role to play in addressing issues such as climate change, inequality and discrimination

  • Liam Kennnedy
    Opinion Pieces

    Social purpose: the new dimension

    January 2021 (Magazine)

    Investors’ attention turned to human capital issues in 2020 as COVID-19 took hold – including the treatment of staff and other stakeholders, as well as dividend policy and executive pay in cases where companies have received taxpayer support.upport.

  • Joseph Mariathasan
    Features

    Biodiversity can be measured

    January 2021 (Magazine)

    Last year was clearly the year of the pandemic. Perhaps the connection between zoonotic disease and biodiversity loss may explain why it has also been the year that biodiversity has become a theme of great interest for investors. Yet current environmental, social and governance (ESG) data and metrics do not cover biodiversity adequately. 

  • The carbon pricing model
    Features

    Long term matters: What kind of decarbonisation matters most?

    January 2021 (Magazine)

    This article was written on the fifth anniversary of the Paris Agreement. In 2015, the world committed to keep warming below 2°C, meaning decisive annual reductions in greenhouse gas (GHG) emissions. Instead we have had a 7% increase in GHG since 2015 and are on track for about 3°C warming with a high risk of irreversible tipping points.

  • Jordi Jofra
    Interviews

    Exit Interview: Jordi Jofra - Still thinking outside the box

    January 2021 (Magazine)

    It is well into Spain’s lockdown and Jordi Jofra is ensconced in a village 40km from his former office in Barcelona. One of his lockdown boxes ticked has been to finish reading Men without Women, Haruki Murakami’s best-selling collection of short stories on men and alienation – perhaps appropriate for the times.

  • Pascal Blanqué
    Features

    Research: The shift from virtue to value

    January 2021 (Magazine)

    In the final article in a series of two, Pascal Blanqué and Amin Rajan argue that the success of ESG investing rests on a just transition to a low carbon future

  • Jesper Kirstein
    Features

    Guest viewpoint: Jesper Kirstein

    January 2021 (Magazine)

    In recent months, the asset management industry has been dominated by adjustments inspired by the COVID-19 pandemic. This article will try to look beyond this and address the question of where the asset management industry is moving in the medium to long term.

  • Beth Ashmore
    Features

    Letter from US: Don’t anticipate radical reform

    January 2021 (Magazine)

    The new Joe Biden administration is unlikely to revolutionise US pension plans, but it could broaden the base of workers able to join defined contribution plans such as 401(k)s. It may also cancel recent rules and return to the previous regulations set under Barack Obama.

  • Emine_Isciel_Storebrand
    Features

    ESG: Engaging with sovereigns

    January 2021 (Magazine)

    One of the narratives and unfolding developments in the world of ESG is that of its broadening to asset classes beyond public equity. This generally keeps the focus on corporates, however, while another emerging strand is about sovereign issuers. 

  • Hendrik_Bartel_Color
    Features

    Strategically Speaking: Hendrik Bartel, TruValue Labs

    January 2021 (Magazine)

    What makes ESG data providers stand out? For TruValue Labs, the answer is to apply AI and machine learning to thousands of unstructured data sources to enhance ESG investment processes

  • Dave Aleppo at WTW
    Opinion Pieces

    Viewpoint: How trustees can create practical carbon journey plans

    2020-12-18T12:26:00Z

    Dealing with climate change is a responsibility we all share – but trustees may be wondering how they get from their starting point to the required end-goal. This ‘carbon journey’ needs a plan.

  • Carlos Joly at Cambridge University
    Opinion Pieces

    Viewpoint: The Norwegian Government Pension Fund is plain wrong!

    2020-12-14T13:56:00Z

    The UN PRI is right to get real and dismiss those who sign up under false pretences – good riddance to hypocrisy

  • Venilia
    Opinion Pieces

    Improvement required

    December 2020 (Magazine)

    Climate change will continue to be one of the most economically impactful events as it affects us all. It requires immediate and ambitious action to prevent the worst effects on people and biodiversity and it signals a message that nations need to build a more resilient and sustainable global financial system.

  • Joseph Mariathasan
    Features

    Is sustainability mispriced?

    December 2020 (Magazine)

    Living in the developed world over the past 50 years, life has been stable, even idyllic, for most people. That is certainly compared with their grandparents and previous generations who lived through two world wars and the Spanish flu. But, as COVID-19 has shown so cruelly, there are existential dangers that can lie hidden. These can rip the established world order asunder if not tackled beforehand. 

  • Mark Dowding
    Features

    Strategically Speaking: BlueBay Asset Management

    December 2020 (Magazine)

    Nowadays, it seems fair to ask asset managers whether they believe they can fulfil their clients’ needs while at the same time doing their bit to fight COVID-19. 

  • Sir Ronald Cohen
    Features

    Guest viewpoint: Sir Ronald Cohen

    December 2020 (Magazine)

    We are on the threshold of another major shift in institutional portfolios. Impact transparency is changing the rules for both investors and businesses.

  • Tatjana Puhan at TOBAM
    Opinion Pieces

    There is such thing as a (fossil) free lunch

    2020-11-27T16:42:00Z

    A major historical fear has been that very strict exclusion or integration policies can lead to significant changes in the risk-return profile of portfolios

  • Joe Biden
    Features

    Biden signal is green for ESG

    December 2020 (Magazine)

    For many, US president-elect Joe Biden spells hope. From an ESG-perspective, there are two main aspects to this phenomenon.

  • Mayer Brown trio
    Opinion Pieces

    Viewpoint: Mastering human rights risks – Why asset managers should act now

    2020-11-13T16:47:00Z

    Sustainable investing has been a hot topic among investors for some time, with a particular focus on environmental, social and governance (ESG) factors. Throughout the COVID-19 pandemic, ESG stocks and assets have outperformed the market. While the ’S’ has often been overlooked, recent trends are fuelling attention on the cornerstone ...

  • Detlef Schoene
    Features

    Private Markets - Agriculture: A growing asset class

    November 2020 (Magazine)

    Consumer demand, technology and government policies to encourage regenerative farming are creating opportunities for investors