All HQ: North America articles – Page 3
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Case study
Creating an ESG framework for multi-strategy hedge fund manager research
Case study by BlackRock
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Case study
Using the SDGs to source contrarian investment opportunities
Case study by Inherent Group
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Achieving a strategic asset allocation and generating long-term growth in a sustainable way
Case study by BlackRockFor professional clients and qualified investors only Signatory type: Investment manager Region of operation: Global Assets under management: US$7.8trn (30 September 2020) Why incorporate esg considerations into a strategic asset allocation (SAA)? Using multi-asset allocations to help clients achieve the growth they require at reasonable ...
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Engaging ICT companies to better protect children from sexual exploitation online
Case study by Christian Brothers Investment Services
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Case study
Delivering outcomes by accessing ESG through multiple drivers of return in multi-asset portfolios
Case study by BlackRock Signatory type: Investment manager Region of operation: Global Assets under management: US$7.3trn Why consider ESG via multiple drivers of return Today’s low-return environment requires investors to draw on multiple return sources to meet objectives and maximise the efficiency of a portfolio’s risk budget. We ...
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Case study
Layering climate goals onto a sustainable, risk-targeted, multi-asset strategy
Case study by Morgan Stanley Investment Management Signatory type: Investment manager Region of operation: Global Asset under management: US$665bn (30/06/20) To maximise returns over time while actively managing total portfolio risk, our Global Balanced Risk Control (GBaR) strategy invests in a broad, balanced asset mix. In our MS ...
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Case study
EU taxonomy alignment case study: Wellington
ORGANISATION DETAILS Name Wellington Management Company, LLP Signatory type Investment manager Region of operation Global, North America, EMEA, Asia Pacific Assets under management €915bn COVERED IN THIS CASE STUDY Name of fund Wellington Management Climate ...
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EU taxonomy alignment case study: Neuberger Berman
Neuberger Berman believes the implementation of the taxonomy can help shift global capital flows towards more sustainable economic activities and help prevent the worst consequences of climate change.
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EU taxonomy alignment case study: BlackRock
BlackRock believes that a common definition of what is considered sustainable is a fundamental element of providing sustainable investment solutions.
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EU taxonomy alignment case study: Wells Fargo Asset Management
The EU Taxonomy offers some key benefits for users, including guidance on activities to prioritize for decarbonization, climate change adaptation and other environmental goals.
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EU taxonomy alignment case study: StepStone Group
As a global investor and advisor across private markets - encompassing private equity, infrastructure, real estate and private debt - StepStone recognises the need for clear definitions and consistency in implementation frameworks to facilitate increased capital flow into sustainable investment opportunities.
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EU taxonomy alignment case study: Invesco Ltd
The taxonomy can be a valuable reference point for investors and companies measuring sustainability and translating this into financial value (revenues, capex, opex).
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EU taxonomy alignment case study: Morgan Stanley Investment Management
As the number of signatories to the Principles for Responsible Investment (PRI) rises, and ESG-integrated assets under management (AUM) across the world reach over $30 trillion, carbon emissions and global temperatures also continue to rise.
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Case study
Using climate change scenarios in asset liability modelling
Case study by BCI Signatory type: Investment manager Region of operation: Canada Assets under management: CAD$171bn Why ESG is vital for boosting long-term value Asset allocation is the main determinant of a fund’s overall risk and return and, therefore, is the most important decision that our clients ...