ESG
Is “sustainable investing” bureaucracy helpful?
Skagen Fondene´s Head of ESG, Sondre Myge, gives his perspective on window dressing, counterproductive practices and how Skagen are refocusing on real economy outcomes and transition....
Andra AP-fondens (AP2) sustainability policies – Paris-alignment and impact-tracking
Åsa Mossberg, Head of Sustainability & Communications, talks to us about the Swedish buffer funds priorities and methodologies in making portfolios align with sustainability goals......
A global perspective on transition, engagement and emerging markets
We spoke to Fredric Nyström, Head of Sustainability and Active Ownership at Trejde AP-fonden (AP3), about the fund´s sustainable investment policy and how it clarifies their focus on the biggest risks and influence on society.....
The “Fallen Angels” anomaly – a special sub-asset class in credit investing
Fallen angels – or high yield bond issues that were formerly investment grade – have seen an extraordinary run of outperformance, through multiple credit market and sector specific cycles over the past two decades. We look at why........
Additionality: the secret sauce or the snake oil of impact investing?
Many impact investors are keen to demonstrate or be assured that the world changed as a result of an investment made. Brunno Maradei, CFA, Global Head of Responsible Investment at Aegon AM, suggests there is a need to look beyond additionality in the pursuit of authentic impact investing
Is sustainable aviation fuel an oxymoron?
It is critical that we reduce and decarbonise aviation as soon as possible, but this is challenging as alternative technologies are not ready today. Does Sustainable aviation fuel offer a real-world way to continue flying more sustainably?
Biodiversity impacts asset managers
As you read this article, an animal or insect species, somewhere in the world, will disappear forever. Due to the impact of human activity on the natural world, in the past decades biodiversity has been declining 100 to 1,000 times faster than what would be considered natural. This development threatens not only nature, but also human survival.......
Reconsidering the banks sector
Royal London Asset Management´s Head of Sustainable Investments, Mike Fox, makes the case for why the firm is increasing exposure to banks amidst a changing macro environment, more attractive financial characteristics for equity investors and improved environmental performance as better disclosure on financed emissions and clearer policies on future lending are made.....
How innovative private credit enables high impact energy efficiency
We speak to Denmark’s AkademikerPension (AkP) and Zurich-based SUSI Partners to find out about the unique ways of structuring a private credit strategy in the energy efficiency space. AkP was an anchor investor in a recent fundraising......
Harnessing the power of engagement in stewardship investing
Yolanda Courtines, Equity Portfolio Manager at Wellington, argues that strong relationships with companies, formed through regular engagement, allows asset managers to help companies navigate the increasingly demanding list of risks that management teams and boards are facing.....