ESG adoption is on the rise, fuelled by client demand and a desire to make an impact. As ESG momentum continues to gain steam, investors are refining and evolving their strategies. This can be seen in the implementation arena, where
Flash Update: The recent round of positive performances in local currency markets has offered investors hope of some recovery after the asset class dropped by 16% between mid-February and mid-May 2022. Rising yield levels have contributed the most to the
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
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
The buzz swirling around the electric vehicle (EV) sector has been front and centre for investors looking to profit from the world’s transition to a net-zero carbon economy. Tesla recently skyrocketed to a US$1 trillion market cap, joining an elite
Changes in the underlying market dynamics over the last 1-2 years, Covid-19, inflation, geopolitics, create enormous challenges. Investing in a concentrated, secular growth portfolio might be the best answer for long term focused investors. At the investment seminar Jim Tierney,
Voedselzekerheid is door de Oekraïnecrisis een nog urgenter wereldwijd probleem geworden. Beleggers kunnen helpen om oplossingen te bedenken – van boer tot bord. De forse stijging van de voedselprijzen en de bevoorradingsproblemen, die nog verergerd werden door de Russische invasie
This is the fifth Swiss Sustainable Investment Market Study published by Swiss Sustainable Finance (SSF) in collaboration with the Center for Sustainable Finance and Private Wealth (CSP) at the University of Zurich. After the impressive increase in the amount of
Bomen slaan tijdens de groei veel CO2 op. Als hout een duurzame bestemming krijgt zoals bouwmateriaal, kan er met slim beheer van bosgrond meer broeikasgas worden opgeslagen dan wanneer de natuur haar gang gaat. Binnen een periode van dertig jaar
The global focus on climate change, alongside pandemic challenges and social justice movements, which helped highlight social concerns, have helped drive sustainability activities to the top of the agenda across the corporate world. As BNY Mellon discovered in a recent
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
A decline in the ecosystem services that nature provides will initially pose a direct physical risk to businesses as harvests become more unreliable, weather patterns change and pollinators no longer support agriculture. The risk is both event-driven, e.g. flooding or
The 2020s so far have forced a global realization that threats posed by climate change are severe, urgent, and soon, irreversible. It is rather unusual to wake up to the start of the new year with a 13oC on the
De bedrijven van morgen moeten rekening houden met hun werknemers en klanten, het milieu en de maatschappij – en wij moeten de juiste tools hebben om ze te analyseren, zegt Head of ESG Eric Borremans. Hoe hebben duurzame effecten gepresteerd
In this first podcast series on Alternative Fixed Income and ESG we take a look at ESG integration in Alternative Fixed Income: more specifically in Dutch mortgages, Asset Backed Securities and the Government Related Investment Fund. Why invest in Alternative
Identifying, monitoring and preventing human rights violations is not only a government responsibility but also a corporate concern. Operations across a company’s value chain play a key role in human rights outcomes as reflected in the 10 principles of the
Key takeaways CDP* has recognised UBAM – Positive Impact Emerging Equity (PIEE) with a Climetrics Fund Award: The top five funds in each asset classes were picked from 18,000 global funds with a total value of EUR 15 trillion. PIEE
The urgent need for action on climate change and likely policy responces means that investors need to think about carbon in their portfolios. And they need to do so from multiple perspectives.
With environmental, social and governance (ESG) issues dominating the international policy agenda – and as investor demand for new ESG financial products and services continues to grow – global debt markets, and by extension fixed income portfolios, are about to
Our second annual study captured views from over 1,100 professional investors from 19 markets around the globe on ESG issues
The chance to see a positive resolution between Russia and Ukraine has continued to decline. Conversely, ongoing geopolitical tension appear to be the new reality – so market participants will just have to get used to it. Unlike in recent
For the reader in a hurry: we have not been able to find systematic alpha in ESG data for sovereigns so far. However, an ESG approach to sovereign debt selection can be additive in at least three ways: (1) a
The urgent need for action on climate change means that investors need to think about carbon in their portfolios. And they need to do so from multiple perspectives. To help investors do this, we have developed a carbon framework.
Just before COP26, we wrote about what net zero means to those responsible for portfolios with multiple asset classes* . In this paper we address the practical aspects for asset owners and investors of getting on the decarbonisation path and
In this article, we try to address the following questions: (1) how has the US equity market evolved over the past few years in terms of active, passive, and retail investors?; (2) how has the factor-investing landscape changed (including ESG
Traditional environmental, social and governance (ESG) analysis has tended to focus on fundamental or “bottom-up” factors. However, we believe that the systemic nature of climate risks demands an expanded “top-down” approach that informs broad asset allocation decisions as well as
Investor relations (IR) teams increasingly field questions for their companies about sustainability topics. According to our most recent edition of Global Trends in Investor Relations, 71.3% of IR teams globally reported in 2019 that ESG/CSR communications with investors are among
In een opiniestuk dat in Barron’s China werd gepubliceerd, legt Laurent Ramsey, CEO van Pictet Asset Management, uit waarom het beschermen van biodiversiteit een prioriteit moet zijn voor zowel bedrijven als beleggers. De natuur is altijd al van cruciaal belang
In 2021, we developed and deployed a centralized ESG Tracker that enables all team members to systematically store relevant information in a location that can be easily accessed by anyone who requires it. During the year, we were able to
During 2020 the market went through a number of distinct phases from, 1) ignorance of the impending COVID-19 effects (January, February) to, 2) panic (end of February to mid-April) to, 3) the “world will need to change” as a broad
What does this mean for our portfolios? Firstly, let’s take the situation in Ukraine following Russia’s invasion. Above all there is the human perspective, which is tragic and horrifying. But our clients also need us to examine it from an
Equity Perspectives: Janus Henderson provides an active approach to equity investing. The equities platform is shaped by the belief that fundamental research is the foundation for delivering long-term, risk-adjusted returns to help clients achieve their financial goals. Independent thought and
In 2021, we developed and deployed a centralized ESG Tracker that enables all team members to systematically store relevant information in a location that can be easily accessed by anyone who requires it. During the year, we were able to
Sustainable Leadership in Financial Services Sustainable leadership. What does that actually mean? And what does it entail for the Financial Services sector? Does it mean shifting strategies from making profits to ensuring the planet is ok? To care about the
In the past decades, humankind has been facing evermore alarming events which have shifted our consciousness towards more sustainable thinking. Natural disasters, such as immense bushfires in Australia, countless floods throughout Europe, Asia and the US or social disasters, such
In February 2018, Templeton Global Macro (TGM) released its original paper on the topic of environmental, social and governance (ESG) factors in sovereign fixed income investing. The paper (Global Macro Shifts—issue 9 [GMS-9]) explored the team’s novel approach to ESG
The third year of the Covid crisis began with renewed concerns over the interplay between surging inflation and an economic recovery contingent on concerns over policy tightening, a trend further accelerated by the Russian-Ukrainian conflict. While we collectively gather ourselves
While the word inflation again dominated markets over Q4 2021, a new word rivalled it by December: Omicron. This Covid-19 mutation was identified by South African scientists and soon it was spreading fast. The world flew into a panic, banning
Our world is constantly changing. People are redefining the way they live, work and interact. Expectations from our clients, investors, employees and society are also evolving, and so should we. In April 2021, after a wide-ranging review, including cross-firm brainstorming
Private companies have a key role to play in improving access to water and sewage services across the emerging world Water scarcity is becoming an ever more urgent problem. Resources are dwindling, while demand for clean water and sanitation continues
Just too complex? Addressing biodiversity loss and the role of investors Given nature’s critical role in underpinning our health and prosperity, there is no time to waste in reversing its destruction. Here, we explain how we can begin to tackle
Key takeways Climate change commitments have stepped up recently but have yet to fully answer the call. National commitments should not constitute a limitation or constraint for a business entity to set ambitious net zero targets that are aligned with
Environmental, social and governance (ESG) factors are all important to the sustainability of an investment. Governance may be listed last, but it should never be an afterthought for fixed-income investors. After all, by studying an organization’s governance—the practices and processes
The pandemic might have slowed global growth, but momentum around ESG investing continues to gather pace – and 2022 is undoubtedly going to be another busy year. Explore the issues and trends that we predict will define ESG investing this
In the television series “Mission Impossible,” the protagonist would receive instructions that began with the famous line: “Your mission, should you choose to accept it…”. When asked to integrate environmental, social and governance (ESG) factors into their investment process, portfolio
Perspectives and insights on Mexico, Central America and the Caribbean, and South America: At COP 26 in Glasgow in November 2021, Janus Henderson convened a panel of industry experts on the topic of Decarbonisation in Emerging Markets. The panel included
As investors progress on their journeys to net zero and decarbonization in general, Paris-Aligned Benchmarks (PABs) are becoming more critical to investors everywhere. We outline some of the differentiators between PABs and the Climate Transition Benchmarks (CTBs) which are being
THE DATA-POWERED INSURER Insurance companies have long relied on data to price risk and adjudicate claims. In an increasingly dynamic (and volatile) market environment, the importance of data has only increased. The frequency and severity of extreme events have escalated,
The 2020s so far have forced a global realization that threats posed by climate change are severe, urgent, and soon, irreversible. It is rather unusual to wake up to the start of the new year with a 13oC on the
The transition to decarbonize the world is happening. Whether the goal of net-zero carbon emissions is achievable by 2050 is far from certain. What is clear: Ignoring the transition is no longer an option. Understanding how the journey will unfold
