All Listed equity articles – Page 9
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Case study
Valuing the impact of increasingly stringent environmental regulation
Case study by Standard Life Investments
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Case study
Calculating labour standards' impact on revenue and discount rate
Case study by Union Investment
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Podcast
Socio-economic inequality
Sudip Hazra (Kepler Cheuvreux) joins the PRI’s Valeria Piani to discuss why inequality matters to global businesses and their shareholders.
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Podcast
Labour standards in the supply chain - a supplier perspective
Charlie Bradshaw (Matrix APA) joins the PRI’s Felicitas Weber to discuss how to address poor labour conditions in global supply chains, looking at the supplier perspective. The PRI are also re-launching their collaborative engagement on labour practices in agricultural supply chains, with an investor expectations statement open for all signatories ...
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Podcast
Proxy access in the USA
Scott Zdrazil (New York City Comptroller) joins the PRI’s Olivia Mooney to discuss the development of proxy access in the USA. This includes an overview of the Boardroom Accountability Project, the company response so far and advice for investors on how to engage on the issue.
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Blog post
Is the "sin stock premium" an illusion?
Roberts and Young-Ferris’s paper details the frustrations that a large global fund manager (InvestCo) encountered trying to quantify and systematise ESG analysis within an investment process reliant upon a traditional financial accounting framework.
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Article
Do ESG megatrends influence investment decisions?
Even though investors acknowledge environmental megatrends in the sector – including carbon risk, competition from renewables and geopolitical risk – ultimately, the biggest impact on valuation models are still the traditional profitability drivers.
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Blog post
Why talk? A process model of dialogue in shareholder engagement
Ferraro and Beunza analyse data on shareholder engagements from a faith-based coalition (ICCR, Interfaith Center for Corporate Responsibility) to develop a process model for dialogue.
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Blog post
Stock duration and misvaluation
In Stock Duration and Misvaluation, Cremers, Pareek and Sautner (2012) empirically investigate whether the presence of institutional investors with short investment horizons has an impact on stock prices.
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Technical guide
Integrated analysis: how investors are addressing ESG factors in fundamental equity valuation
Integrated analysis: How investors are addressing ESG factors in fundamental equity valuation focuses on fundamental equity analysis and the contribution that analysis of ESG factors can make towards an accurate valuation of a listed company.