Institutional investors are facing increasing government, regulatory, and member demand to invest sustainably. Sustainable investments were typically focussed on the environment and climate change mitigation strategies; but, although carbon-friendly assets are pivotal, investors are missing out on potential returns generated by other sustainable themes.
Issuance of green bonds began more than 10 years ago in response to (institutional) investor concerns about climate change and its political and economic implications.[1] They have become a major pillar of an asset class of sustainability-linked fixed income securities that continues
De verkiezing van Joe Biden in de VS en Covid-19 zijn de katalysatoren die ervoor zorgen dat de ESG én rendementsbewuste belegger de komende jaren volop aan haar trekken zal komen. Binnen de sectoren “Schone Energie” en “Duurzame Voedselindustrie” zullen er zich volop interessante belegging mogelijkheden voor gaan doen.
The magnitude of change and disruption experienced around the globe in 2020 was remarkable on many levels. The coronavirus pandemic enveloped the world, prompting widespread upheaval to established patterns of conducting business, communication, travel, and the daily lives of people and communities. Amid the evolving …
In the week of 22 February the 10-year Treasury yield jumped to its highest level since 14 February 2020 of 1.614%. This unexpected increase in yields makes us wonder what the institutional outlook is for rates and treasuries.
The shift towards a more sustainable global economy continues to accelerate. At Aegon AM, we believe this secular shift will continue to present opportunities for investors. Entire industries and sectors are evolving as consumers and investors alike demand sustainable solutions, and governments around the world enact regulations to drive sustainability. From …
What are the key tools for sustainable investing in fixed income? In a recent episode of Refinitiv’s Sustainability Perspectives Podcast, James Rich, senior portfolio manager, outlined different ways to think about investing sustainably in fixed income. Beyond green bonds, learn about the sustainable megatrends and methods for identifying investable themes.
Demand for sustainable investment solutions continues to grow. The longterm consequences of short-term decisions are becoming clearer for the broad society. From consumers and businesses to governments and investors, we believe a broad secular shift toward sustainability is underway. The concept of responsible investments (RI) is strengthening every year as investors …
Multi-Asset Conversations – Episode 2 In the second short video in the series Colin Dryburgh discusses the opportunities for growth assets in 2021 and Robert-Jan van der Mark looks at sustainability and how we are seeing opportunities in that area.
Webinar – Beyond ESG integration: Sustainability alignment in Sovereign portfolios At Aegon Asset Management, we believe that sustainability can be the cornerstone of sovereign debt portfolio management. Responsible investing enables investors to align their core values within a portfolio and
Covid-19 has exposed a lot of societal issues, be it job security or workplace safety, however the social aspect of ESG remains one of the least explored by investors today. Speaking to Citywire Selector, BNP Paribas Asset Management’s Jane Ambachtsheer, global head of sustainability, and Adam Kanzer, head of stewardship Americas, said lots …
De S in ESG even belangrijk als de E en G Covid-19 heeft vele gevolgen. Eén ervan is dat er meer aandacht is bij beleggers voor het sociale aspect in bedrijven. Uit een enquête van BNP Paribas Asset Management medio
In a turbulent 2020 infrastructure was an apparent safe haven, proving relatively resilient. However, the unprecedented shock to the asset class across all industry sectors and geographies at the same time, in a short period of time, has provided food for thought on several issues.
Understanding the impact of the global investment community on the real world Green Dream with BNP Paribas AM Jane Ambachtsheer BNP Paribas Asset Management’s global head of sustainability discusses the long-term impact of the financial industry on the planet and
#ESG “Joe Biden could bring Paris climate goals within striking distance” was the headline of a recent article posted by the Guardian. With the recent election of Joe Biden as the new president of the United States, global heating could
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
Webinar – Understanding the EU Taxonomy – Investment Academy Virtual Training Join us for a 60-minute live webcast with Helena Vines Fiestas, Deputy Head of Sustainability & Global Head of Stewardship and Policy at BNP Paribas Asset Management (BNPP AM).
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
“A community already exists within finance which is committed to adding value for investors, while collectively changing the world. Both we and the next generation deserve nothing less.” – Vincent Hamelink, Chief Investment Officer We believe that the inflection point
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
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.
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
"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
Emerging economies are generally considered to have high potential, notably due to their young and growing population. Although most are not always seen as being sustainable or having a democratic process, integrating sustainability criteria into the management of a portfolio
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
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
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
2020 markeert het 5e jaar dat de ACTIAM Responsible Index Equity Funds genoteerd staan aan de Nederlandse effectenbeurs. In die vijf jaar is er veel gebeurd; vijf jaar geleden was Obama nog president en deed Trump mee aan de Republikeinse
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
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
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
Lazard Sustainability Talks The supply and demand shocks precipitated by COVID-19 will dissipate in the coming months and years, but there are reasons to believe the virus may have longer-lasting impacts, notably on the rate and direction of globalisation. The
Virtual Impact Summit – Catalysing Institutional Capital Beyond Physical Boundaries Defying the current pandemic limitations we are committed to connect the global investing community for game-changing discussions on impact investing. Phenix Virtual Impact Summit is a highly curated institutional investor
Back in 2017, when we first asked questions to ascertain if asset owners were thinking of applying sustainability considerations to smart beta, we were surprised to find out …
The tectonic shift toward sustainability is gaining pace. We highlight an underappreciated climate-related risk to portfolios: water stress. Negotiations have kicked off over the size and make-up of a new U.S. fiscal package as key benefits are set to expire
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
Understanding fraud risks and prevention for investors and companie Until recently, sustainability information and management has been a secondary activity for many companies. Often, a separate sustainability department was created and given the responsibility for the development of sustainability projects
Webinar – Green Bonds: What happens to green when markets turn mean? The recent bond market sell-off caused by the Covid19 pandemic revealed that Green Bonds held up remarkably well with just half of the losses versus the broader corporate
Webinar – COP26: Sustainable Recovery & investor collaboration on Covid-19 recovery We would like to invite you to a London Stock Exchange Group and PRI online event series which aim to build momentum ahead of COP26 that will now take place in
Real estate and sustainability in APAC With both events likely to witness widespread damage to public health, disruption to economic systems, and yet face solutions that can be guided by scientific evidence, parallels between the COVID-19 outbreak and the climate
Webinar -The Income Conundrum: Where to find sustainable income for your clients’ portfolios With rates near zero, where can income-seeking investors turn for higher yield without taking on too much risk? David Daigle, our Fixed income portfolio manager with 25
The ESG Movement has Grown Even before COVID-19 exposed the importance of public health policies to investments, there were reasons to think about environmental, social responsibility and corporate governance (ESG) issues when making investment decisions. There were Australia’s wildfires, which
