ESG
Private markets have developed into a global, highly diversified and heterogenous universe where some sub-sectors offer investors relative and absolute value. But deployment has slowed down and we have reached a crossroads: it takes (more) time to agree on value in this new context - argues Allianz GI´s Emmanuel Leblanc
Since 1988, Jupiter Ecology’s investment universe has ballooned from under 100 to over 1,200 companies. Regulation and subsidies have spawned new industries and firms, and awareness of climate change is now global.
Today a large number of investors and asset managers use “ESG integration” to describe their overall approach to responsible investing but what does that really mean?
State Street Global Advisors (SSGA) explain how they view ESG as a source of alpha that could lead to positive portfolio performance over time
Active investment management is often said to sit somewhere between art and science. It is also said that while scientists dream about doing great things it is engineers that actually do them. Having an engineer at the helm of its manager selection team Nordea Investment Management might be onto something. ... Read more
