Seminar ESG, Impact Investing and Implementation of the SDGs How to implement the SDGs in your investment portfolio in an efficient and effective way? What are the pitfalls when measuring SDGs? How do you deal with contradictions within the SDGs?
Webinar – The intelligence that guides our investment decisions Aviva Investors Real Assets House View identified three big themes driving real assets markets over the medium to long term: – ‘Lower for longer’ supports long-duration assets value – Premia unlocked
UITGESTELD – meer informatie volgt hopelijk binnenkort McKinsey & Company, De Nederlandsche Bank, en Lazard zullen hun inzichten delen over data science en AI in asset management, toezicht op ESG en emerging markets. De bijeenkomst wordt afgesloten met een drankje,
Webinar – Investing in Times of Climate Change Investors are increasingly aware of the risks and opportunities arising from climate change. In this webinar you will learn about: · The types of climate-aware funds available in Europe · Flows and assets in
How assessing norm violations in a portfolio context could help avoid risks. The most prominent norm violations typically relate to breaches in human rights, environmental responsibility and business ethics. The sectors most prone to norm violations are energy, consumer staples
Weekly commentary It’s important to keep a long-term perspective amid market volatility – such as the extraordinary moves of recent weeks. One enduring trend we see is a move to sustainable investing: a structural shift in investor preferences leading to
Embracing the New Age of Materiality At the close of 2019, the scene was set for a new era of stakeholder capitalism through the reinvigorated “2020 Davos Manifesto”. Nearly five decades after the original was released in 1973, articulating that
Conference Call – ESG Observations in a Pandemic Environment What we can learn from the world’s response to COVID-19 The macro environment has evolved significantly in recent months, causing disruptions to the way global business is conducted. While the environment
The coronavirus crisis has seen some high profile companies step up to offer their support. We consider what this means for sustainable investing, and the possibility of a new social contract. Sustainable investing has grown exponentially in recent years. In
Webinar – ESG Screening & Manager Selection in Morningstar Direct As investor preferences change, ESG data helps to align investments with investor values. For advisors and wealth managers, it can help identify suitable funds and perform company level analysis. For
Webinar – Looking ahead – preparing your portfolio for the rebound It is no surprise that in the last few weeks investors have been preoccupied with the global spread of the coronavirus. While market conditions have certainly been challenging, there
Webinar – Looking ahead: preparing your portfolio for the rebound It is no surprise that in the last few weeks investors have been preoccupied with the global spread of the coronavirus. While market conditions have certainly been challenging, there are
Responsible venture capital Venture capital (VC) is a new asset class in many emerging markets and has the potential to achieve development at scale. Successful VC-backed companies often provide significant jobs, skills and a route into formal employment in countries
Fur is increasingly Faux-Pas: Engaging Luxury Brands for Sustainable Practices Increased concerns around the use of fur have sparked a call from investors for luxury brands to go fur-free Europe leads the charge in humane regulations guaranteeing the freedom and welfare
Summary Edition Credit Suisse Global Investment Returns Yearbook 2020 This report is a summary version of the full Credit Suisse Global Investment Returns Yearbook 2020, which is available in hardcopy only and contains four deep-dive chapters of analysis leveraging this
Choose change Around the world, people are discussing climate change and the next steps that we all must take to preserve our planet for generations to come.
De eerste drie investment research rapporten hebben als overeenkomst het onderwerp ‘Corona’. “Epidemics and Stock Market Performance since 1980” van First Trust is een one-pager. De observaties die uit de gepubliceerde grafiek en tabel zijn getrokken, zijn als volgt: 6-month
2019 Annual Report Direct economic losses and damage from natural disasters in 2019 were estimated at USD232 billion. This was reduced from recent elevated levels in 2016, 2017 and 2018. The USD232 billion was 3 percent lower than the average
Webinar – Navigating Market Uncertainty With Factors & ESG, partnership with IPE As market volatility, geopolitical risks and economic uncertainty continue to shake global markets, it’s critical for institutional investors to re-evaluate their risk positioning. This means running portfolios as
The sovereign debt market is one of the largest asset classes in the world, yet fixed income markets have typically lagged other asset classes in relation to ESG integration. As a result, sovereign debt investors are exposed to a range
A roundtable discussion with Aviva Investors, MACSF, Ostrum Asset Management, Périclès Acturial and SimCorp Paradoxically, while insurers should focus more on risky assets to compensate the low bond yields, they are unable, given the regulatory constraints, to develop their portfolios
De vijf fabels ESG is niet meer weg te denken, nu de grootste vermogensbeheerders wereldwijd nieuw ESG-beleid implementeren, specifieke sectoren uitsluiten en hun ESG-teams versterken. Het meest in het oog springende rondom het ESG-beleid van passieve vermogensbeheerders is een switch
Overview Crises in the natural world have reached a critical level. Inaction now threatens the very existence of human society: the Intergovernmental Panel on Climate Change (IPCC) warns that averting the most serious consequences of climate change requires a radical
Executive summary •Excluding companies from investment portfolios due to certain business activities, products and services on sustainability considerations was arguably the first notable approach that came to define socially responsible investing as it emerged in the 1970s and 1980s. Exclusionscontinue
A survey and insights on the state of impact investing in the Nordics n the Nordic countries, focusing on sustainability and ESG integration has become an increasingly important element of investing and the region is known for its advanced approach
Munis hit turbulence in a flight to safety -> https://opiniopro.com/2020/04/blackrock/munis-hit-turbulence-in-a-flight-to-safety/ #cash #coronavirus #FixedIncome #lending #municipalbond #COVID19 via
@blackrock
Emerging markets debt: Determinants of sovereign bond quality and returns -> https://opiniopro.com/2020/04/eaton-vance/emerging-markets-debt-determinants-of-sovereign-bond-quality-and-returns/ #credit #EmergingMarkets #debt #fiscalpolicy #sovereignbonds via
@EatonPartners
@EatonVance
Fixed Income Market Update -> https://opiniopro.com/2020/04/voya/fixed-income-market-update-4/ #fixedincome #highyield #EMD via #Voya
The corona shock in commodity prices -> https://opiniopro.com/2020/04/abn-amro/the-corona-shock-in-commodity-prices/ #Commodities #GOLD #oilprice #OPEC #coronavirus #COVID19 via
@ABNAMROeconomen
US Senate approved US fiscal package -> https://opiniopro.com/2020/04/hsbc/us-senate-approved-us-fiscal-package/ #fiscal #CoronaCrisis #COVIDー19 #inflation #Recession2020 via
@HSBC
