Responsible Investor

The contributions to this RI INSIGHT on emerging markets cover equities, bonds and investment research. All argue that investing in emerging markets brings greater complexity and risk but that the potentially greater returns make the effort rewarding. Download to read the full report.

The 2014 RobecoSAM Forum in Zurich on October 2nd and 3rd, titled “Mobilizing Capital: Putting Sustainability to Work”, brought together an investor audience representing $8trn in assets under management to hear challenging presentations and debate on the theme of sustainable finance and investment.

The green bonds market has been an incredible success in a short space of time. This is testament, we believe, to three main features: the simplicity of the green bonds concept, the ability of the bond markets to act as a rapid financing stream and the determination and gusto of its dedicated supporters. This report includes insight from: Bank of America Merrill Lynch, TIAA-CREF Asset Management, SEB, European Investment Bank, Skanska Financial Services, oekom research, Climate Bonds Initiative, Vigeo, Sustainalytics, MSCI / Barclays, Bloomberg New Energy Finance, Länsförsäkringar AB, Actiam and the ICMA.

502 delegates from 272 companies and 28 countries participated in high level debate with some of the leading responsible investment and corporate sustainability figures at the RI Europe 2014 Conference at the The Tower Hotel on June 4-5.

Environmental investing has had a tumultuous time in recent years. Disappointment at global, political climate change developments, tariff withdrawals in certain markets and the price crash of the EU Emissions Trading System combined in a slump that left investors reeling. There are signs, however, that the worst is over and that the time is right to take a renewed look at the fundamentals of clean or green investing, which are still very much in place and will likely define a generation of asset opportunities. Contributions from: HowEsg, Local Government Super, MSCI ESG Research, Pictet Asset Management, Rabo Farm, RobecoSam, Towers Watson, Triodos Investment Management, Vontobel.

The Netherlands is one of the most active and fascinating countries for responsible investment in the world. Many of its investors have been leaders in sustainable investing and saving for decades, and they continue to influence from the front. This RI INSIGHT, published in association with Sustainalytics, includes interviews with APG, Eumedion, MN Services, PFZW/PGGM, SPF Beheer, Sustainalytics, VBDO and Pensioenfonds Vervoer. It charts their progress and looks at why and how Dutch investors are still at the forefront of long-term, fiduciary, responsible investment.

The RI INSIGHT / MSCI ESG Research Round Table Report 2014 brings together a group of respected professionals in ESG research, institutional consultancy and portfolio management to examine the real-world applications for ESG research in the risk/return decisions made by investment managers. The issue of how sustainability-themed data can apply to investment strategy, risk management and stock selection and monitoring is one of the most important in responsible investment. It gets to the heart of issues like ESG materiality, terminology, structural and psychological resistance to ESG in mainstream investing, as well as the limitations of ESG in changing the current institutional investment landscape. It also points to how responsible investment might position itself to elicit more longterm consideration of sustainability within asset management.

2014年3月5-6日、Responsible Investor は第三回RI Asia 2014カンファレンスを東京証券取引所にて開催いたしました。当日は273人におよぶ企業のエグゼクティブが来場し、「責任ある投資」や「企業の持続可能な成長」をテーマとした業界の著名人によるレクチャーを聴講し、活発なQ&Aセッションや交流会に参加する運びとなりました。なお、本カンファレンスレポートは参加企業の業種や代表者についての統計値も掲載しております。

The third annual RI Asia 2014 conference was held at the Tokyo Stock Exchange on March 5-6, 2014. Over two days, 273 delegates heard high-level presentations from some of the leading figures in responsible investment and corporate sustainability, and joined in lively Q&A sessions and networking breaks. This report includes statistics showing which organisations attended, the types of companies and the level of delegates.

Sustainalytics: 10 Companies to Watch in 2014 collates insightful examples of companies facing risks across a range of ESG issues. The report focuses on those ESG dynamics that are expected to change the assessment and the market’s view of a company going forward and thus aid investors in uncovering hidden risks. The report also highlights a few companies moving into 2014 with positive momentum and operating ahead of the regulatory curve. These first-movers could present opportunities within their industry and for investors.