All Listed equity articles – Page 7
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Blog postHighlights of the signatory survey on passive strategies and ESG
By Toby Belsom, Director, Investment Practices
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Introductory guideAn introduction to responsible investment: listed equity
A guide to managing ESG issues in listed equities
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Discussion paperHow can a passive investor be a responsible investor?
Passive funds and responsible investment have been two of the key themes in asset management over the last 10 years.
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Blog postSiemens, Glencore, Bayer and Anadarko: Why ESG should play a key part in M&A
By Toby Belsom, Director, Investment Practices, the PRI
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Technical guideESG integration in Asia Pacific: markets, practices and data
Portfolio managers and analysts are increasingly incorporating environmental, social, and governance (ESG) factors in their investment analyses and processes.
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Blog postCandidates with both ESG knowledge and investment experience key to furthering ESG integration
By Justin Sloggett, Head of ESG Investment Research, the PRI and Matt Orsagh, Director of Capital Markets Policy, CFA Institute
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Blog postUber IPO: what are the ESG risks and opportunities?
By Toby Belsom, Director of Investment Practices, the PRI
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Technical guideESG integration in Europe, the Middle East, and Africa: Markets, practices and data
Portfolio managers and analysts are increasingly incorporating ESG factors in their investment analyses and processes. However, ESG integration remains in its relative infancy, with investors and analysts calling for more guidance on exactly “how” they can “do ESG” and integrate ESG data into their analysis
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ArticleThe ESG integration framework
After extensive analysis of the ESG integration techniques of direct investors across the globe, CFA Institute and PRI collated the many ESG integration techniques used by practitioners and developed the ESG Integration Framework (see below). This article is taken from the Guidance and case studies for ESG integration: equities and ...
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Technical guideGuidance and case studies for ESG integration: equities and fixed income
Set out by the CFA Institute and the PRI, this best practice report helps investors understand how they can better integrate ESG factors into their equity, corporate bond, and sovereign debt portfolios.
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Technical guideESG integration in the Americas: markets, practices and data
This report focuses on the current state of ESG integration in the Americas, with reports for EMEA and APAC are scheduled to be released in March 2019.
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Technical guideLow-carbon investing and low-carbon indices
For off-the-shelf fund solutions, investing against lowcarbon indices is a potentially lower-cost option than actively managed strategies.
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Technical guideLow-carbon investing and listed equity funds
While the public markets comprise a smaller portion of the clean energy investment universe compared to asset finance and unlisted assets (including infrastructure, private equity and venture capital), activity in the acquisitions market has steadily grown over recent decades, reflecting the larger size of the renewable energy sector (see below).
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Technical guidePhasing out investments in thermal coal
While many investors may consider phasing out thermal coal alongside reductions to other fossil fuel assets (such as oil sands, crude oil, natural gas and metallurgical coal), this section focuses on thermal coal assets as a starting point due to their high CO2 content (and potential for carbon reduction), the ...
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Technical guideIntegrating climate-related risks and opportunities into investment processes
The PRI defines integration as “the explicit and systematic inclusion of [climate change] issues in investment analysis and investment decisions.”
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Technical guideLow-carbon, climate-aligned investment opportunities
The shift towards renewable energy is building, recording its highest growth rate of any energy source recorded in 2017.
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Technical guideLow-carbon investing and green and climate-aligned bonds
Climate (or climate-aligned) bonds refer to labelled and unlabelled bonds for which proceeds are intended to finance projects and activities that contribute to a low-carbon and climate-resilient economy. Green bonds refers to explicitly labelled bonds for which the proceeds will be exclusively used to finance, or re-finance (in part or ...
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Technical guideLow-carbon investing and unlisted strategies and assets
Investments in clean energy across unlisted asset classes (such as property, private equity, infrastructure, agriculture and timberland) and projects (such as renewable energy and energy efficiency projects) is clearly growing (see below).
