ESG Analysis

  • 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

  • Nino Tronchetti Provera
    Interviews

    Strategically Speaking: Ambienta

    October (2020) Magazine

    In the early 1990s, when Nino Tronchetti Provera started his career at McKinsey, the management consultancy, sustainability in business seemed little more than a nice idea. But having graduated from Luiss University in Rome with a thesis on the subject, Tronchetti Provera believed in the disruptive potential of making businesses environmentally sustainable. 

  • DWP is consulting on proposals for “taking action on climate risk”
    Features

    Pensions first in move toward UK mandatory climate risk reporting

    October (2020) Magazine

    Mandatory reporting in line with the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) has long been a topic of discussion in the UK. It is almost hard to believe that a definitive move to make it policy is only a few months fresh. 

  • Juukan Gorge - Aboriginal heritage site that was destroyed by Rio Tinto
    Features

    Letter from Australia: ESG stirs some ancient ghosts

    October (2020) Magazine

    In May this year, Rio Tinto blew up one of Western Australia’s most significant Aboriginal heritage sites.

  • Schaanning.KLP
    Interviews

    How We Run Our Money: KLP

    October (2020) Magazine

    Aage Schaanning (pictured), chief financial officer at Norway’s Kommunal Landspensjonskasse (KLP), talks to  Carlo Svaluto Moreolo about the fund’s risk framework

  • Joseph Mariathasan
    Features

    Sharing Economy: Think impact, build a legacy

    October (2020) Magazine

    As the world adjusts to COVID-19, amid the uncertainties and dangers that lie ahead, there should still be time to dream of a better world. 

  • Amin Rajan
    Analysis

    Research: Stewardship – a key point of competition

    September 2020 (Magazine)

    In the second of two articles on a new survey, Amin Rajan and Simon Klein argue that climate-change investing is mandating asset managers to be agents of change

  • Features

    Briefing: Timing is everything in distress

    September 2020 (Magazine)

    After an extended period in the wilderness, distressed debt funds – bereft of opportunities because of ultra-low interest rates and economic buoyancy – are back in the spotlight with large players coming to the market.

  • Joseph Mariathasan
    Analysis

    Ecology: A car crash in nature

    September 2020 (Magazine)

    Vian Sharif, head of sustainability at FNZ Group, never imagined her recently completed PhD thesis would have implications for global health. The subject was the trade in endangered animal products such as the scales of pangolins. 

  • raj thamotheram
    Features

    Long term matters: Tales of a chance ESG investor

    September 2020 (Magazine)

    I didn’t intend to get a permanent job in ‘responsible investment’: my pitch for a consulting contract got misfiled in a recruitment folder and the rest really is history. Having held two good jobs in the sector, at USS and Axa Investment Management, I appreciate the 12 years I’ve spent inside the investment world.

  • Alfred Kool
    Features

    Perspective: How to survive a reputational crisis

    September 2020 (Magazine)

    Pension fund trustees could benefit from developing a clear policy stance in relation to controversial questions

  • SAKER NUSSEIBEH
    Interviews

    Strategically speaking: Saker Nusseibeh, Federated Hermes

    September 2020 (Magazine)

    At first sight, the two sides of Federated Hermes seem culturally distinct. Federated is a staid, family-controlled, and Pittsburgh-based money manager with a history of providing services to bank trust departments. Hardly a hotbed of ESG or shareholder engagement, you might think.

  • Malcolm Baker at Acadian
    Opinion Pieces

    Viewpoint: Returns to ESG investing - looking for the light

    2020-07-21T11:23:00Z

    A fundamental question for investors is whether ESG investment involves a tradeoff, a combination of environmental philanthropy and reduced financial returns, or whether ESG investment will simply deliver the best returns to investors.

  • peter kraneveld
    Opinion Pieces

    Viewpoint: The best things in life aren’t things

    2020-07-17T11:40:00Z

    Peter Kraneveld argues that ESG and SDG investments are held up to a false standard, underestimating their real revenue and hindering solutions.

  • venilia amorim
    Opinion Pieces

    AGMs: Setting new ESG standards

    July/August 2020 (Magazine)

    As the AGM season comes to an end for another year, it is worth reflecting upon the high pressure that company boards are facing from investors to take greater account of environmental impact, diversity and executive pay – only a few issues from a long list of environmental, social and governance (ESG) criteria that most investors now seem to abide by.

  • Amin Rajan
    Features

    Research: The rise of climate investing in passive funds

    July/August 2020 (Magazine)

    COVID-19 is a devastating reminder of the fragility of life on Earth. It will be a key defining force of change in our age, alongside global warming.

  • Commission president Ursula von der Leyen presenting the ‘European Green Deal’, which the sustainable finance strategy is intended to support
    Features

    EU sustainability focus shifts

    July/August 2020 (Magazine)

    EU sustainable finance policy-making began with a vengeance in 2018, when the European Commission unveiled and embarked on its Action Plan for Financing Sustainable Growth. Two years later, the Commission is preparing to adopt a new, “more ambitious and comprehensive” sustainable finance strategy. 

  • Joseph Mariathasan
    Features

    Investment Strategy: Towards sustainable portfolio theory

    July/August 2020 (Magazine)

    This year marks the 30th anniversary of the 1990 Nobel prize in Economics given to Harry Markowitz, William Sharpe and Merton Miller. IPE is  marking this in several ways. The first event took place at the IPE annual conference in Copenhagen in December 2019, with a panel discussion following on from the showing of a delightful video. The video was based on a few days that TOBAM CEO Yves Choueifaty and I spent with Markowitz in his office in San Diego in June of that year and showed Markowitz’s charm and humility despite his great achievements. 

  • Thomas Kuh at Truvalue Labs
    Opinion Pieces

    Viewpoint: ESG After COVID-19: Will it Be Different This Time?

    2020-06-04T15:45:00Z

    COVID-19 raises questions about impacts on ESG issues like worker health and safety, and systemic risks like income inequality. While the existential threat of climate change has dominated the agenda in recent years, the pandemic has renewed focus on social and governance issues.