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ESG2020-05-28T21:43:22+02:00

ESG

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.....

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.....

Impact measurement and management: addressing key challenges

As impact investing gains traction, investors, regulators and end clients are placing greater scrutiny on impact measurement and management. One manager is building a platform for an objective, transparent and evidence-based approach to impact assessment and measurement.....

Evolving impact investing for better potential outcomes

Showing tangible impact is a challenge for managers and asset owners alike. Wellington have developed a framework to show how they track the progress of portfolio companies and issuers, measuring impact progress and outcomes across strategies.......

Mapping the impact of climate change

Wellington Management shares the climate-exposure risk-analysis tool they have developed to help investment teams track and assess physical climate risks facing capital-market assets around the world...

Jentzen & Partners’ evolving ESG approach

Founding Partner, Mads Jensen, talks to us about longer term strategic asset allocation, including manager selection and developing investment policies including governance frameworks and increasingly ESG.

Are investors ripe for agriculture? – virtual roundtable summary

NordicInvestor’s agriculture roundtable gathered portfolio managers and investment consultants from North America, Denmark, Sweden and the UK to explore the unique features of agricultural investing and how it is adapting to investors’ evolving ESG and sustainability priorities.

Real Assets Focus: Agriculture

Agriculture can be grouped with other real assets such as forestry/timberland, real estate, infrastructure, precious metals, industrial metals, and equipment, but they all have distinguishing features. We take a look at developed market land farming for yield, growth and inflation hedging.....

Evaluating labelled bonds: a robust framework is key

The sustainable debt market is growing rapidly as issuers face increased pressure from investors and regulators to finance a more sustainable future. Here we look at how to assess the suitability of labelled issuance for portfolios and highlight how to use engagement to combat greenwashing.....

Are all net-zero goals created equal?

Given the various inconsistencies in how the phrase is understood, what does “net zero” really mean – and how should progress towards this goal be measured?

Net zero: how do we achieve it?

Wellington is a founding member of the Net Zero Asset Managers Initiative. This is their story on how to achieve net zero emissions of green house gasses by 2050 and what it means to them.....

Sustainable Development Goals (SDGs) – the investment opportunity

The last 12 month’s market turmoil has illustrated what can happen when the markets are suddenly faced with a risk for which they are unprepared. It is also a reminder that uncertainty is disruptive for businesses and investors alike, and that risk management is paramount in the pursuit of long-term goals.....

Topdanmark’s Growing ESG Ambitions

We spoke to Portfolio Manager, Andreas Stang who is responsible for the ESG strategy, to learn about how policies are partly firm-wide while additional policies apply to certain ESG strategies.....

Using climate science to uncover investment opportunities

Many investors are overexposed to the risks stemming from climate change while being underexposed to the accompanying investment opportunities....a thematic approach may well be the best way to deal with specific sustainability issues....

European Small-Caps – Virtual Roundtable

In the latest episode of our webcast series, we discuss European small-caps and wether it´s spring time and green shoots for the asset class. NordicInvestor´s Contributing Editor, Hamlin Lovell, was joined by Oddo BHF´s Armel Coville, Wellington´s Anna Lundén and TIN Fonder´s Carl Armfeldt, in a discussion that covered many angles on the opportunity set available.....

How should a “Green Bond” be defined?

Following our recent roundtable, we interviewed Douglas Farquhar of NN Investment Partners, who previously worked as a verifier of green bonds, to discuss different opinions around classifying green bonds.....

How Can ESG be Applied to Currency Investing?

Record Currency Management has already developed three ways of integrating ESG into currency investment processes, and is exploring different evolving perspectives on the topic......

Fit for the future: Unboxing ESG in real assets

Recent events have highlighted the importance of the environmental, social and governance characteristics of real asset investments – not only as part of COVID-19 recovery programmes, but also as a way of futureproofing portfolios....

Pricing physical climate risk: A multidisciplinary approach

Recent events have highlighted the importance of the environmental, social and governance characteristics of real asset investments – not only as part of COVID-19 recovery programmes, but also as a way of futureproofing portfolios....

A Different Perspective on ESG, Growth and Technology Investing

NZS Capital´s President and Chief Risk Officer, Adam Schor, talks to us about how the new paradigm is stakeholder capitalism: that shareholder value can be improved via maximizing value for all stakeholders. And, how this Non-Zero Sum game gave the firm it´s name.....

Data-Driven, Transparent, Forward-Looking ESG

NordicInvestor interviewed Roelfien Kuijpers, Global ESG Client Officer & Head of Responsible Investments, to discuss DWS’s evolving ESG approach; its data strategy; engagement and exclusion; why ESG does not yet cover 100% of assets; transparency and reporting, and some topical themes around Covid-19, diversity and sectors....

A collaborative approach to impact investing

Two impact investors discuss how a holistic approach makes it possible to source more deals and evaluate opportunities in both equities and bonds.....it takes a village to raise a child......

Will COVID-19 prove a watershed for ESG?

COVID-19 has thrown new light on the interdependencies and vulnerabilities of a closely networked world. We spoke to Aviva Investors’ responsible investment specialists to ask whether this will prove a turning point for environmental, social and governance issues

ESG & Impact Investing focus: Microfinance

SEB´s Portfolio Manager of MicroFinance, Hetal Damani, on what differentiates their microfinance strategy – both from an investment perspective and in terms of ESG.

30 Years of Impact Investing

Jupiter´s Charlie Thomas reflects on legacy, long-term thinking, labels and how to navigate an ever growing investment universe...

Credit and ESG Investing

The application of ESG to credit investing is rapidly evolving, and is, thus far, most well-developed in relation to investment grade corporate credit....

The Green Bonds market

For the first five years, issuance of green bonds was measured in single digit billions, but has recently accelerated to USD 155 billion in 2017, and a forecast USD 250 billion in 2018....

Sustainable investing: The first 20 years

One asset manager reflects on two decades of managing sustainable strategies. What are the lessons learnt, the changes seen, and the companies they are investing in on this journey.......

What´s Your ESG Score?

Time for boards to wake up and realise that ESG is no longer just a topic that shows up once a year in the company’s Corporate Responsibility report...

Navigating stewardship: a case study

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

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