All Listed equity articles – Page 5
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Case studyClearBridge Investments: Understanding stock performance and financial characteristics of fundamentally derived ESG ratings
Case study by ClearBridge Investments
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Case studyAndra AP-fonden (AP2): Aligning the portfolio with the EU Paris-aligned Benchmark
Case study by Andra AP-fonden (AP2)
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Case studyABANCA Vida y Pensiones / ABANCA Seguros: ESG in Alpha 360 Methodology
Case study by ABANCA Vida y Pensiones / ABANCA Seguros
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WebinarListed equity for the next 10 years
Plenary session 8: Listed equity for the next 10 years Speakers: Hervé Guez, Global Head of Research and CIO of Equities & Fixed Income, Mirova Carolina Minio-Paluello, Global Head of Product, Solutions & Quant, Schroders John Quealy, Chief Investment Officer, Trillium Asset Management Laura Starks, Professor, The University of Texas ...
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PodcastESG leadership in listed equity episode 2
In this episode of the PRI podcast, the PRI’s senior lead in listed equities, Michal Bartek speaks with Peter Michaelis of Liontrust. They reflect on the key developments in responsible investing in decades past, discuss the likely issues in the next decade and explore what it takes for listed equity ...
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PodcastESG leadership in listed equity episode 1
In this episode of the PRI podcast, the PRI’s director of investment practices, Toby Belsom speaks with Alex van der Velden of Ownership Capital.
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Case studyMonitoring the proxy voting practices of external managers
Organisation name: Hong Kong Monetary Authority (HKMA) Signatory type: Asset owner Region of operation: Hong Kong SAR Assets under management: US$539 billion[1] Why we monitor proxy voting practices of external managers As Hong Kong’s central banking institution, manager of the Exchange Fund and a responsible investor, we believe that ...
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Blog postESG factors and equity returns – a review of recent industry research
By Toby Belsom, Director Investment Practices, PRI and Laura Lake, former CIO, Breckinridge Capital Advisors
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WebinarPRI Canada: Deep Dive into the Evolution of Listed Equity Active Ownership
Join us to learn more about Active Ownership 2.0, hear from Canadian signatories on putting this into practice, and discuss what stewardship reporting looks like in the new reporting framework.
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PodcastMaking voting count: principle-based voting on shareholder resolutions
In this podcast, the PRI’s Chloe Horne speaks with Susheela Peres da Costa, Head of Advisory at Regnan and Jake Barnett, Director of Sustainable Investment Services at Wespath about the PRI’s recently published paper – Making Voting Count.
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Discussion paperMaking voting count: principle-based voting on shareholder resolutions
How principle-based voting on shareholder resolutions can contribute to clear, effective and accountable stewardship
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PRI reporting analysisThe evolution of responsible investment: an analysis of advanced signatory practices
This report delves into which practices have shifted to become the norm, and which ones remain advanced, suggesting that they are more challenging to implement.
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Blog postPaving the way towards sustainable corporate governance in the EU
By Athanasia Karananou, Head, Corporate Governance and Elise Attal, Head of EU and UK policy, PRI
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Introductory guideAn introduction to responsible investment: stewardship
This introductory guide explains the importance and relevance of stewardship within responsible investment and outlines the stewardship tools investors can incorporate into policies, processes and practices.
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WebinarGovernance assessment: a similar approach for equities vs. debt investors?
Governance evaluation is prominent in ESG analysis and security pricing. During this webinar, we will explore whether and to what extent governance factors are assessed differently by equity and fixed income investors, including relevant metrics.
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PRI reporting analysisListed equity incorporation snapshot 2017
This snapshot explores how signatories approach ESG incorporation in listed equity in 2017. It paints a picture of historical practices among our global signatory base; similar analysis was performed in 2020.
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PRI reporting analysisActive ownership practices in listed equity 2017
This snapshot explores active ownership practices for listed equities in 2017. It paints a picture of historical practices among our global signatory base; similar analysis was performed in 2020.
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Case studyIncorporating the EU Taxonomy into investment management
Case study by SEB Investment Management
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Blog postESG in listed equity – evolution or revolution?
By Toby Belsom, Director, Investment Practices, Thalia Vounaki, Head of Data Insights and Analysis and Stephen Andrews, Analyst, Data Analysis and Insights, all PRI
