Webinar – Wat brengt 2021? 2020 gaat de boeken in als een jaar met vele extreme gebeurtenissen. Het virus zorgde voor een ongekende economische krimp, enorme steunpakketten en volatiele financiële markten. Wat staat ons te wachten in 2021? Kan de
Webinar – Impact beleggen Een samenwerking tussen ABN AMRO bank en Aegon Asset Management toegelicht Als onderdeel van ons strategisch partnership met Fondsnieuws organiseren wij een webinar over impact beleggen. Vroeger was er een scheiding tussen traditioneel beleggen voor financieel
While historically most asset managers have separated their stewardship capabilities from their investment processes, we believe that this will no longer suffice. Engagements and proxy voting decisions should be made in consultation with investment decision makers as it is the
The PRI has identified The PRI Leaders’ Group 2019, which highlights asset owner leaders that have developed rigorous follow-up procedures to reduce reputational and management risk, and who have detailed policies for frequently monitoring managers’ performance through on-site interviews, calls
"Since 2000, portfolios made up of restricted stocks, with the exception of coal, have delivered better performance than the benchmark, suggesting that applying the restriction has probably hurt investment performance. However, it’s worth noting that the return gap has been
The incorporation of ESG factors within the investment process has evolved from a nice-to-have to a necessity. Client demand has grown strongly, with 68% of the PRI’s asset owner signatory base addressing ESG considerations in their requests for proposals (RFPs).1
Q3 Hydrogen:significant opportunity or hot air? Natalia Luna, Senior Thematic Investment Analyst, Responsible Investment: “Since the Paris Agreement in 2015 governments have turned their attention to climate change and committed themselves to achieving emissions reduction targets that will lead to
"Now we face the shorter-term economic threat from Covid-19 and the long-term economic threat from climate change. We have a clear incentive, I would argue an imperative, to produce a very large and sustained public works program."
“Costs for renewable hydrogen are going down quickly. Electrolyzer costs have already been reduced by 60% in the last ten years, and are expected to halve in 2030 compared to today with economies of scale. In regions where renewable electricity
Index Education The launch of the S&P 500 ESG Index in April 2019 signaled an evolution in sustainable investing. Indices based on environmental, social, and governance (ESG) data were no longer simply a means for companies to declare their sustainability
In this paper, we look at hydrogen technologies from the environmental standpoint, as well as key factors supporting its future development, such as investment, current projects and government support.
Are we at a turning point? The effects of global temperatures rising to 1.5 degrees Celsius above pre-industrial levels, as projected by the International Panel on Climate Change, are severe.
#45 November is filled with webinars. This week, you’ve got a lot to choose from. On Wednesday, Capital Group hosts a webinar “Are disruptors the next generation of defensive stocks?” and T. Rowe Price hosts a webinar “US Election 2020
A step towards a more transparent future Developing a sustainable future is enhanced by incorporating third-party benchmarking and certifications for all property types. There is now a proliferation of standards, ratings, and certification programs globally to help guide, demonstrate, and
Investment Insights Key takeaways Capital Group has always considered ESG factors in our research and analysis We have systematically integrated ESG factors through sector-specific research frameworks We believe a heightened focus on ESG will help us deliver better outcomes for
Benchmark Indices Key Points: The STOXX® Global 1800 Index fell for a second consecutive month in October, led by losses in European shares, as the number of COVID-19 contagions rebounded strongly. The global index retreated 3.2% in dollar terms and
Virtual Summit – Pioneering ESG Strategies to Deliver Investment Returns Europe’s leading stakeholders from across the investment community convene virtually to provide exclusive insights to advance your ESG journey. From strategic direction and policy creation, to practical next step guidance;
Welcome to our fifth annual Global Factor Investing Study, based on an interview programme with 238 factor investors. This study incorporates the views of 138 institutional investors and 100 wholesale investors that are together responsible for managing over US$25.4 trillion
"About 40% of all survey respondents incorporate climate change information into the investment process. A separate question to a select group of C-level executives found about 75% feel that climate change is an important issue."
This paper discusses how: multiple SI objectives can be incorporated in an index in a transparent and flexible manner. the Target Exposure methodology is an evolution of FTSE Russell’s tilting methodology, which fits well with the increasing demand for index
Country sustainability during COVID-19 The pandemic has had two major consequences on sustainability assessment: Collecting and analysing data has become significantly harder, especially in emerging economies. The majority of positive trends of sustainable development (or SDG’s) have been reversed by
– Summary – Once upon a time, in the 1970s, the tiny Pacific island of Nauru had the highest income per head in the world after Saudi Arabia. The money has come from phosphate mining by Britain, Australia and New
#43 Before two interesting research papers are higlighted, we’d like to suggest two interesting webinars that are held this week. Tomorrow, 27 October, T. Rowe Price hosts a webinar called ‘Beleggen in Chinese aandelen‘. This Thursday, 29 October, Aegon AM
Survey reflects a broad cross-section The 2020 RBC Global Asset Management Responsible Investment Survey was answered by over 800 participants from around the world, including the US, Canada, Europe and Asia. Respondents come from all corners of the investment business.
When you think of infrastructure you might immediately picture transport networks, buildings or sewage, water and electrical systems: physical things, or hard landscape elements. But as with most things in a world in which the Covid-19 outbreak has shaken up
Executive summary Investment is a fast-changing industry: 232 names in our 2009 list of 500 largest asset managers are not in our 2019 list. There seems to be a quickening of the pace of consolidation. Mandate and process trends have
Integrating ESG factors helps better understand long‑term sustainability. KEY INSIGHTS ESG factors serve as an important input in the research process for mining companies in emerging markets. It is imperative to assess a company’s safety records and integrate this into our
Webinar – Morning Espresso Our guest speaker on 21st of October: Join us for a lively discussion with Thede Rüst, Portfolio Manager of Nordea’s Emerging Stars Bond Strategy. He will discuss how ESG integration, in emerging markets debt can unlock hidden
Market Weekly The EU’s new targets for emissions reductions are realistic and achievable and should lift the price of CO2, encouraging more emitters to switch to doing business in a more environmentally friendly way. In this podcast, chief sustainability strategist
Research Institute As a financial institution, Credit Suisse has long established itself as the bank of the entrepreneur, in turn supporting the innovation and wealth creation such activity typically brings. In its series of studies, and by establishing the unique
The greening of the global economy presents significant opportunities. However, investors and policymakers face a common challenge: How can green business activities be systematically identified, categorized, and measured across diverse sectors, supply chains and asset classes to mobilize investment at
Flash update: UBAM – EM Sustainable Corporate Bond Podcast Key takeaways Demand for responsible investment is on the rise and pushed AUMs in UBAM – EM Sustainable Corporate Bond fund above USD 100 mln The fund outperforms YTD, thanks notably
#41 This week a lot of webinars are being held. For example on Tuesday 13 October Jupiter AM hosts a webinar called “Income: it’s time to think creatively” and on Thursday 15 October T. Rowe Price hosts a webinar called
One of the core attributes of sustainable investing is transparency, both in terms of how sustainable development is incorporated into an investment approach, and also in the subsequent reporting of results. Our transparent and consistent approach to sustainable investment is
European Gazette The country is poised to increase scrutiny on human rights and eco standards within business. As investors, the investigation of environmental, social and governance (ESG) risks form an essential component of our bottom-up investment analysis
Impact Engagement Principles AXA IM believes that significant positive societal impact can be generated through listed assets investment strategies. This is the case for capital allocation into best-in-class companies, and for engagement with companies where there is scope for change.
Manager Point of View The US equity market is sometimes referred to as the most efficient and over-researched market in the world. It’s an argument that some have linked to the reduced preference for active investing, judging the S&P 500
ESG matters more than ever in choosing good companies KEY INSIGHTS The coronavirus pandemic has pulled forward environmental, social, and governance (ESG) trends by years in a matter of months. Societal pressures are driving unprecedented change and the need for
As we write, the world at large is picking its way carefully through the aftermath of COVID-19, a crisis borne of many mothers, but one which can unquestionably be traced back to environmental and social factors. Businesses are beginning to
Seminar – ESG, Impact Investing and Implementation of the SDGs How to implement the SDGs in your investment portfolio efficiently and effectively? What initiatives are there for institutional investors who wish to tighten their ESG policy in addition to the
Persbericht Groene waterstof(1) zal een belangrijke pijler worden van de plannen voor duurzame ontwikkeling en emissiereductie van de Europese Unie (“EU”). Dit heeft aanzienlijke gevolgen voor zowel het decarbonisatietraject dat de EU de komende drie decennia zal volgen als voor
#40 Before we show you research-highlights of this week, let’s see what webinars you do not want to miss! On Wednesday 7 October, T. Rowe Price hosts a webinar called “What will a new era bring for Japan” and BNP
Climate transition benchmarks have become a focal point for investors looking to integrate climate risks into their portfolios and align them with the climate goals of the Paris Agreement (or "Paris-aligned" benchmarks). This has fueled an active interest among investor
Factor control: Isolating specific biases in ESG ratings Based on the FTSE Russell ESG scores, which cover nearly 4,700 companies, this report provides a) a deep analysis of the three external factors (or biases)—size, activity and country—that historically may have
ESG disclosures: the bedrock of the sustainable finance agenda At Invesco, we consider environmental, social and governance issues (ESG) not only as financially material considerations but a core part of long-term value creation. And we are not alone- asset managers
Our August 2019 paper entitled “STOXX ESG-X Indices” noted that sustainable investing – which we define as also covering related terms such as responsible investing and socially responsible investing – recorded global growth of 15% per annum between 2012 and
Especially as long-term investors, we need to understand the financial risks around climate change and the implications of that risk for investing. Speaking about climate change in the language of financial risk neutralizes concerns around social or moral agendas.
Can you quickly explain to us what the circular economy is? The circular economy is defined in opposition to the classical linear economy. The latter is based on the three-phase extractfabricate-dispose notion, which draws on …
Emerging markets (EMs) are on the front lines of climate change, facing challenges that could hamper economic development and jeopardise human health and capital assets. Physical climate risks such as extreme heat, droughts, supernormal rain events, water scarcity and poor
In the 1970s, the tiny Pacific island of Nauru had the highest income per head in the world after Saudi Arabia. The money has come from intensive mining of its ample phosphate reserves, built up over countless years by the
