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Tag "climate"

Advancing Responsible Investment: Aegon’s Approach and Progress in 2022

Advancing Responsible Investment: Aegon’s Approach and Progress in 2022

🕔08:12, 8.Jun 2023

In the "Responsible Investment: Our Progress on Active Ownership and Solutions in 2022" report, Aegon Asset Management (Aegon AM) outlines its evolving efforts towards responsible investing amidst an industry landscape that prioritizes climate action and greenwashing regulation. In 2022, Aegon

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Climate Change Conundrum: Navigating Real Estate Investment Adaptation

Climate Change Conundrum: Navigating Real Estate Investment Adaptation

🕔17:05, 1.Jun 2023

Schroders' "Climate change and cities: Adapting real estate investment decisions" advocates for a novel approach in assessing physical climate risk, urging the real estate sector to infuse this aspect into their financial decision-making. The research posits that an innovative blend

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Supertrends 2023: Capturing the Evolution of Long-Term Investment Themes

Supertrends 2023: Capturing the Evolution of Long-Term Investment Themes

🕔16:33, 29.May 2023

The text introduces the Supertrends of 2023, discussing the evolving long-term equity investment themes which have taken shape since the inception of the Supertrends in 2017. The first set of themes includes the geopolitical reconfigurations captured in the "Anxious societies"

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Seizing the Green Opportunity: The Role of Private Equity in Decarbonization

Seizing the Green Opportunity: The Role of Private Equity in Decarbonization

🕔09:38, 29.May 2023

The text articulates the vital role private equity can play in transforming a 'grey', high-carbon economy into a 'green' one, reflecting sustainable practices. The author highlights the necessity of long-term investments for sustainable growth and prosperity, despite existing pressures to

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Managing Disruptions: Key Insights from Capital Market Assumption

Managing Disruptions: Key Insights from Capital Market Assumption

🕔08:25, 24.May 2023

Capital Market Assumptions March 2023 The text revolves around the exploration of asset allocation strategies against the backdrop of climate, social and geopolitical disruptions. The author highlights the consequences of the Ukraine conflict on the global energy supply and inflation,

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Addressing Climate Change: Credit Risk and the Potential of Innovative Financing

Addressing Climate Change: Credit Risk and the Potential of Innovative Financing

🕔12:58, 22.May 2023

The text focuses on the increasing importance of climate change management in determining sovereign and credit risk. Notably, green bonds are being used to steer capital towards climate change prevention and adaptation. Moreover, supranational organisations are seen as key in

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Voedselzekerheid in Crisis: Trends en Uitdagingen

Voedselzekerheid in Crisis: Trends en Uitdagingen

🕔10:50, 15.May 2023

In de laatste dertig jaar is er aanzienlijke vooruitgang geboekt op het gebied van wereldwijde voedselproductie en hongerbestrijding. Helaas lijkt deze trend de afgelopen vijf jaar te zijn omgekeerd. Experts wijzen op verschillende onderliggende trends, waaronder een groeiende wereldbevolking die

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Deciphering the Implications of a Rocky Net Zero Pathway on Long-Term Investments

Deciphering the Implications of a Rocky Net Zero Pathway on Long-Term Investments

🕔13:08, 12.May 2023

Capital Market Assumptions March 2023 The annual edition of Capital Market Assumptions takes a more in-depth approach this year by considering the impact of climate change and social considerations on economic variables and asset class behaviors. The need to balance

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ESG Considerations: A Comparative Study of the Banking Industry

ESG Considerations: A Comparative Study of the Banking Industry

🕔17:03, 11.May 2023

The banking industry's landscape varies dramatically on either side of the Atlantic. Europe is focused on regulatory issues, particularly around climate risks and disclosure, with new regulations set to take effect in December 2023. These rules will require banks to

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Managing Exclusion Lists: Reducing Tracking Error and Meeting Environmental Goals

Managing Exclusion Lists: Reducing Tracking Error and Meeting Environmental Goals

🕔17:47, 10.May 2023

The text focuses on exclusion lists, which help investors align their portfolios with their values, and the hidden tracking error they can cause. Recent broad energy exclusions due to climate concerns have introduced noticeable tracking error impacts, presenting challenges for

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Balancing Climate Commitments with Fossil Fuel Investments

Balancing Climate Commitments with Fossil Fuel Investments

🕔10:26, 5.May 2023

Divest or engage to meet climate commitments? In "Divest or engage to meet climate commitments?", the main theme revolves around reconciling net zero goals with investments in fossil fuel companies. The text discusses the challenges faced by asset managers in

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Tackling Clean Energy Dominance: US and EU’s Response to China’s Grip

Tackling Clean Energy Dominance: US and EU’s Response to China’s Grip

🕔12:03, 4.May 2023

In the face of China's clean energy dominance, the US and EU are poised to expand their clean technology efforts. The US has implemented industrial policies with protectionist elements to incentivize global companies to manufacture clean energy products domestically, while

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Biodiversity: The Key to Sustainable Investments

Biodiversity: The Key to Sustainable Investments

🕔10:15, 3.May 2023

In this research summary, the author discusses the rising importance of biodiversity in investment decisions. As the fight against climate change gains momentum, investors and regulators are increasingly considering environmental sustainability in their portfolios. Biodiversity, a complex and multifaceted concept,

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Shifting Economic Landscape: The Pendulums of Risk and Return

Shifting Economic Landscape: The Pendulums of Risk and Return

🕔08:02, 2.May 2023

In "Capital Market Line: Quarterly Five-Year Forecast of Relative Risk and Return Across Asset Classes – The Pendulums Are Swinging," the authors discuss a reset of inflationary forces in 2023 and the likelihood of a profit recession rather than an

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Embracing Biodiversity: Robeco’s Approach to Sustainable Investing

Embracing Biodiversity: Robeco’s Approach to Sustainable Investing

🕔16:43, 1.May 2023

In "Robeco’s approach to biodiversity – Towards the integration of nature-related risks, opportunities, and impacts in our investments," the authors emphasize the role of the financial sector and asset management industry in preventing biodiversity loss. They discuss Robeco's strategic priorities,

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30-Year Return Forecasts: Climate Change Impact and Long-Run Asset Class Performance<

30-Year Return Forecasts: Climate Change Impact and Long-Run Asset Class Performance<

🕔14:58, 1.May 2023

Incorporating Climate Change: 30-Year Forecasts for Asset Class Performance and Returns This paper, titled "Long-run asset class performance: 30-year return forecasts," discusses Schroders Economics Group's annual thirty-year return forecasts for a range of asset classes, incorporating the impact of climate

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Climate Change Impacts on Long-Run Asset Performance: A 30-Year Forecast

Climate Change Impacts on Long-Run Asset Performance: A 30-Year Forecast

🕔16:31, 24.Apr 2023

Long-run asset class performance: How climate change will impact asset returns – an update  Incorporating the impact of climate change, Schroders Economics Group presents a 30-year return forecast for cash, bonds, credit, equities, and real estate. This analysis utilizes Oxford

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IPPC: The Urgent Need for Mainstreaming Climate Action

IPPC: The Urgent Need for Mainstreaming Climate Action

🕔07:56, 6.Apr 2023

The IPCC report warns that the current pace and scale of climate action are inadequate to tackle climate change, leading to intensified adverse impacts from human-caused change, including extreme weather conditions. However, the report offers hope, stating that mainstreaming effective

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Green Shoots for Africa

Green Shoots for Africa

🕔09:18, 16.Mar 2023

Africa is set to benefit from new financial infrastructure that is designed to boost liquidity in its sovereign debt and attract private investment into its climate-linked bonds. Can it work for africa and beyond? For more than a decade, pockets of

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Opportunities to invest in nature

Opportunities to invest in nature

🕔12:27, 10.Mar 2023

Biodiversity Restoration The business case for investing in biodiversity is strong: UBAM – Biodiversity Restoration (BRF) invests in biodiversity “fixers” – solution providers that aim to protect or restore biodiversity. ▪ Infrastructure programmes and regulations drive additional growth for the

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Zo hangt er straks een prijskaartje aan biodiversiteit

Zo hangt er straks een prijskaartje aan biodiversiteit

🕔16:11, 28.Feb 2023

"De enorme groei van het geproduceerde en menselijke kapitaal, gaat ten koste van het natuurlijk kapitaal. Dat is niet langer zo vol te houden.” In allerlei opzichten komt er een steeds duidelijker prijskaartje te hangen aan de wijze waarop bedrijven

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Waarom de COP 15 een keerpunt is voor ecologisch beleggen

Waarom de COP 15 een keerpunt is voor ecologisch beleggen

🕔17:36, 27.Feb 2023

De baanbrekende deal op de VN-top om het biodiversiteitsverlies een halt toe te roepen wil bedrijven en beleggers in de frontlinie plaatsen in de strijd om de natuur te beschermen.

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Natural selection: the investment case for addressing biodiversity loss

Natural selection: the investment case for addressing biodiversity loss

🕔12:52, 23.Feb 2023

In this Q&A, Lisa Beauvilain and Chris Dodwell explain why biodiversity loss is critically important for investors to consider, and how investment opportunities are arising from reducing pressure on the natural world. Why does Impax see biodiversity loss as a

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SFDR: A new regulatory landscape for sustainable investment in Europe

SFDR: A new regulatory landscape for sustainable investment in Europe

🕔16:17, 22.Feb 2023

Part 4: Taxonomy What is the EU environmental taxonomy? The European Union’s environmental taxonomy is a classification system that translates the EU’s climate and environmental objectives into criteria for economic activities to be considered “environmentally sustainable” or “green”. For an

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The market effect of acute biodiversity risk: the case of Brazilian corporate bonds

The market effect of acute biodiversity risk: the case of Brazilian corporate bonds

🕔14:03, 22.Feb 2023

Biodiversity, human activity and corporates Biodiversity is part of the Earth’s natural capital and considered the cornerstone of a well-functioning planet. The many benefits to humans provided by natural capital are often integral to the provision of clean drinking water,

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Rethinking Sustainable Investing Approaches: Fitting evaluation to the goals and scale of today

Rethinking Sustainable Investing Approaches: Fitting evaluation to the goals and scale of today

🕔12:24, 22.Feb 2023

Overview Sustainable investment strategies continue to grow and have moved from the niche into the mainstream. According to the Global Sustainable Investment Alliance (GSIA), sustainable investment assets under management in five major markets (Europe, United States, Canada, Australasia and Japan)

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White paper on ESG practices in China

White paper on ESG practices in China

🕔13:48, 31.Jan 2023

ESG is an acronym for Environmental, Social, and Governance. It was first proposed by the United Nations Environment Programme as a concept in 2004, providing a complementary perspective for evaluating company performance and management in addition to financial performance. Its

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Long-run asset class performance: How climate change will impact asset returns – an update

Long-run asset class performance: How climate change will impact asset returns – an update

🕔15:51, 26.Jan 2023

Schroders Economics Group produces thirty-year return forecasts on an annual basis, which incorporates the impact of climate change. This is Part 1 of our paper where we outline the methodology used to incorporate climate change into our return assumptions. In

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Portfolio Construction with Climate Risk Measures

Portfolio Construction with Climate Risk Measures

🕔12:51, 28.Dec 2022

Because of the 2015 Paris Agreement, the development of ESG investing and the emergence of net zero emission policies, climate risk is certainly the most important topic and challenge for asset owners and managers now and will remain so over

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Biodiversity – Why investors should care

Biodiversity – Why investors should care

🕔10:20, 16.Dec 2022

The past 30 years have seen a bigger improvement in human prosperity than all of the past centuries combined. We have built more roads, buildings and machines than ever before. More people are living longer and healthier lives and access

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Aanpak biodiversiteitsverlies: de gevolgen voor de beleggingswereld

Aanpak biodiversiteitsverlies: de gevolgen voor de beleggingswereld

🕔12:40, 2.Dec 2022

Het verlies aan biodiversiteit vormt een minstens even grote bedreiging voor de leefbaarheid van de aarde als klimaatverandering. De wijze waarop het probleem wordt aangepakt, heeft grote gevolgen voor de beleggingswereld. In Nederland is de uitstoot van broeikasgassen in het

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Biodiversiteit: waarom beleggers hieraan aandacht moeten besteden

Biodiversiteit: waarom beleggers hieraan aandacht moeten besteden

🕔15:51, 22.Nov 2022

Bedrijven en beleggers hebben te lang hun ogen gesloten voor de bedreiging die biodiversiteitsverlies met zich meebrengt voor de welvaart en groei voor de mensheid. Ze moeten nu de natuur herstellen en de economie duurzamer maken. In de afgelopen 30

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Aanpassing aan de klimaatverandering: hoe leven op een warmere planeet

Aanpassing aan de klimaatverandering: hoe leven op een warmere planeet

🕔10:15, 18.Nov 2022

Naarmate de opwarming van de aarde voortduurt, moeten steden zich aanpassen aan een frequenter voorkomen van dodelijke hittegolven en moeten ze investeren in nieuwe technologieën en innovatie. Madrid en Miami worden vaak tot de beste steden ter wereld om in

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To COP and beyond

To COP and beyond

🕔08:10, 15.Nov 2022

In this report, which shares LGIM research on sustainability themes ahead of the climate summit in Sharm El-Sheikh, we argue that these objectives are not mutually exclusive; rather, they are inextricably linked. The document, penned by our Investments and Investment

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Climate and Debt

Climate and Debt

🕔17:16, 2.Nov 2022

Mitigating and adapting to climate change is both a matter of survival and of economic rationality. Investing in mitigation and adaptation will reduce the economic costs of climate change. In that sense, it saves money. But compared to an alternate

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Do public equities have a role to play in impact investing?

Do public equities have a role to play in impact investing?

🕔09:05, 29.Oct 2022

Impact Investing In terms of asset class, impact investing has traditionally been associated with private capital. Public equities make up just 17% of the USD 502 billion in assets managed in impact strategies1 , a negligible amount compared with the

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Research note

Research note

🕔12:30, 17.Oct 2022

Managers of private market mandates seem generally unprepared to support clients looking to assess climate related risks and report in line with the requirements of the Task Force on Climate-related Financial Disclosures (TCFD). Data availability is particularly poor within private

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Future-Facing Commodities: Essential to the Energy Transition

Future-Facing Commodities: Essential to the Energy Transition

🕔10:54, 7.Oct 2022

According to the International Energy Agency, in order to meet the Paris Agreement’s goals (climate stabilization at “well below” 2 degrees Celsius global temperature rise), mineral requirements for clean energy technologies would need to quadruple by 2040. In addition, in

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Decarbonization in equity benchmarks: Smoke still rising

Decarbonization in equity benchmarks: Smoke still rising

🕔16:18, 6.Oct 2022

Publicly listed corporations account for a significant share of global greenhouse gas emissions. We estimate that the Scope 1 and 2 emissions of listed large and mid-cap firms in developed and emerging economies account for approximately one fifth of all

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Investing for a circular future

Investing for a circular future

🕔17:08, 5.Oct 2022

Completing the circle of life Source To invest in the transition to a circular economy requires an investment-oriented framework. Broad frameworks, such as the EU Taxonomy, are available and their definitions are becoming more precise, but they are not sufficient

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Biodiversity: The neglected existential risk

Biodiversity: The neglected existential risk

🕔10:30, 27.Sep 2022

Biodiversity will become one the largest investment megatrends in our lives, and the theme is at an inflection point  Biodiversity: The neglected existential risk Much of the investment industry’s rhetoric is about capital – whether that’s financial, produced, human or

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Echt groen gaat verder dan criteria afvinken

Echt groen gaat verder dan criteria afvinken

🕔14:07, 26.Sep 2022

Green Bonds KWARTAALUPDAT Een obligatie is niet zomaar ‘groen’ te noemen. Om dit predicaat te mogen dragen, moet een obligatie aan verschillende criteria voldoen. Een dubbelinterview met een uitgever én een belegger wijst bovendien uit dat er meer is wat

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Entering the Superbubble’s Final Act

Entering the Superbubble’s Final Act

🕔08:21, 20.Sep 2022

Only a few market events in an investor’s career really matter, and among the most important of all are superbubbles.1 These superbubbles are events unlike any others: while there are only a few in history for investors to study, they

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Hernieuwbare energiesector in China klaar voor groei

Hernieuwbare energiesector in China klaar voor groei

🕔08:38, 14.Sep 2022

De groeiende sector van hernieuwbare energie in China biedt sterke groeivooruitzichten omdat het land ambitieuze nettonuldoelstellingen stelt. Van luchtvervuiling en stijgende zeespiegels tot bodemverontreiniging en waterschaarste, China, 's werelds grootste uitstoter van broeikasgassen, kampt met …

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Hoe betrekken pensioenfondsen deelnemers bij hun maatschappelijk verantwoord beleggingsbeleid?

Hoe betrekken pensioenfondsen deelnemers bij hun maatschappelijk verantwoord beleggingsbeleid?

🕔10:14, 12.Sep 2022

1. De context Maatschappelijk verantwoord beleggen (MVB) is de afgelopen jaren bij pensioenfondsen in een stroomversnelling geraakt. Wet- en regelgeving leggen steeds meer nadruk op aandacht voor milieu-, sociale en governance-factoren (ESG-factoren) in het beleggingsproces. Initiatieven zoals het IMVB-convenant (Sociaal

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Holding the world in your portfolio and considering climate transition risks

Holding the world in your portfolio and considering climate transition risks

🕔15:05, 31.Aug 2022

1. Introduction The STOXX WTW Climate Transition Indices are a new approach to managing climate risk that offer investors a systematic and transparent way to incorporate climate transition risk into their investment decisions. 1 The index methodology leverages WTW’s proprietary

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Negatieve emissies: verder gaan dan netto nul

Negatieve emissies: verder gaan dan netto nul

🕔09:20, 30.Aug 2022

Om de opwarming van de aarde tegen te gaan, moet de wereld misschien verder gaan dan het bereiken van netto nul en beginnen met actief koolstof uit de atmosfeer te verwijderen. Maar liefst 140 landen en honderden bedrijven over de

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ESG Megatrends: Climate Change

ESG Megatrends: Climate Change

🕔13:17, 19.Aug 2022

Understanding the potential impact of climate change and the interaction between different stakeholders, initiatives, metrics, and tools presents challenges. There is a growing need for investors to understand the risks, opportunities and the impact on investment portfolios that come with

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A Framework for Assessing Natural Capital Risks and Opportunities in the Food Sector

A Framework for Assessing Natural Capital Risks and Opportunities in the Food Sector

🕔10:17, 16.Aug 2022

Climate change and carbon emissions in particular have recently received a lot of attention from governments, non-governmental organizations (NGOs), businesses and the general public, and rightly so. But we must be wary of carbon emissions tunnel vision and instead take

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Emissions Saved and Avoided: Capital Goods

Emissions Saved and Avoided: Capital Goods

🕔16:27, 15.Aug 2022

Capital Goods Companies, the Enablers of the LowCarbon Industrial Revolution As an ever-increasing number of nations announce ambitious climate objectives, the global economy is embracing net zero carbon as a common direction. For example, the European Union targets a 55%

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