All Listed equity articles – Page 3
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Blog post
Altruism or self-interest: What drives employees to invest in their companies?
By Maxime Bonelli, HEC Paris; Marie Brière, Amundi, Paris Dauphine University, and Université Libre de Bruxelles; and François Derrien, HEC Paris
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Engagement guide
Climate transition plan votes: Investor update
The increasing popularity of votes on transition plans, also known as say on climate votes, requires investors to understand the signals and potential consequences of such votes.
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Case study
Sycomore Asset Management: Assessing the societal contribution of companies
SDG outcomes case study
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Webinar
Academic Network Conference: shareholder engagement
What have we learned in a decade of academic research on stewardship and shareholder engagement? We will present the state of the art of research on the topic and discuss the most urgent questions we should address.
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Case study
Allianz: Decarbonisation strategy for listed equity
Differentiated approach addresses the range of strategies used within a core-satellite structure.
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Case study
ClearBridge Investments: Verifying net-zero alignment
Investment universe shaped by net-zero alignment assessments
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Case study
RBC Global Asset Management: Measuring portfolio net-zero alignment
Suite of climate metrics used to gauge weighted average carbon intensity of portfolios
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Case study
FAMA Investimentos: Net-zero emissions
Brazilian investment manager outlines how it assesses its carbon footprint and contributes to the UN’s Sustainable Development Goals on climate change
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Case study
Abrdn: Climate scenario and analytics platform
Abrdn has developed a market-leading climate scenario and analytics platform, which provides investment insight missing from standard approaches
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Case study
China Southern Asset Management: Application of a carbon emissions database
China Southern Asset Management is one of the first Chinese asset managers to establish a carbon emissions database covering all equity portfolios
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Blog post
And now the hard part… implementing climate commitments
By Toby Belsom, Director, Investment Practices, PRI
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Technical guide
Achieving climate commitments in multi-asset portfolios
This report helps asset owners address the complexity of implementing a climate commitment across multi-asset portfolios.
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Blog post
Do climate initiatives reduce companies’ cheap talk?
By Julia Bingler, Council on Economic Policies; Mathias Kraus, University of Erlangen-Nuremberg; Markus Leippold, University of Zurich and Swiss Finance Institute; and Nicolas Webersinke, University of Erlangen-Nuremberg
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Discussion paper
Closing the loop: Responsible investment and the circular economy
This paper clarifies how and why investors should contribute towards the transition to a circular economy, what actions they are taking, the relevant emerging metrics and standards for investors, and how they can start to scale up their action.
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Blog post
Should investors expect to earn high returns on sustainable investments?
By Lubos Pastor, University of Chicago; Robert F. Stambaugh and Lucian A. Taylor, University of Pennsylvania
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Blog post
The 2022 AGM season: Which ESG issues have shareholders targeted?
By Rob Henry, Intern, Stewardship team
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PRI reporting analysis
Inside PRI data: asset owner action
This report analyses the responses of asset owner signatories who participated in PRI reporting in 2021. It covers asset owners’ top-level commitments, responsible investment policies, processes for selecting, appointing and monitoring managers, and climate-change strategies.
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Case study
Fidelity International: Early-stage stewardship in the Chinese market
Case study by Fidelity International
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Case study
Manulife Investment Management: enhancing gender diversity in Chinese holdings
Case study by Manulife Investment Management
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Case study
E Fund Management: improving corporate governance in China through engagement
Case study by E Fund