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Vigeo Eiris | The Industrial Goods & Services Sector
Nov 7, 2018

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In this new Vigeo Eiris report, the Industrial Goods & Services Sector displays a weak energy transition score & high business ethics risks. A modest improvement in companies’ management of human rights issues is also observed, despite this being an ongoing challenge.

Barclays | ESG investing yields positive returns in select bond markets
Oct 22, 2018

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With sustainability high on investors’ agendas, many portfolio managers now rely on metrics such as Environment, Social and Governance (ESG) ratings to make investment decisions. A new report from Barclays Research offers data-driven evidence that ESG investing can yield positive returns in credit markets. The new study explores the relationship between ESG and credit portfolio performance in the US dollar and euro investment grade credit markets, as well as the USD high yield credit market. The study found that favouring bond issuers with high ESG ratings can generate positive returns across markets, geographies and sectors.

Access the report on Barclays Investment Bank’s website

M&G Investments | Why consider impact investment
Oct 18, 2018

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The rising trend among institutional asset owners to invest in assets that not only generate a financial return, but also make a tangible impact to our society, has brought impact investment firmly into the spotlight over recent years.

Investors need to consider the investment priorities, impact goals and assets of any impact investment strategy, as well as the skill and experience of the asset manager. What does it define as impact and how do the investments achieve this?

Understanding what comprises the universe of investable assets and whether the investment approach offers sufficient scope to diversify portfolios, can help investors determine which strategy can help them meet their long-term goals.

DIW Berlin | An expert view on sustainable finance: What to aim for with the sustainable finance taxonomy?
Oct 17, 2018

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This paper discusses the sustainable finance taxonomy initially with a focus on the climate dimension of sustainability, the concept of sustainable finance is significantly wider, comprising besides environmental also the social and governance dimensions of finance.

Pensions Policy Institute | ESG: past, present and future
Oct 4, 2018

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Recent years have seen a greater focus on Environmental, Social and Governance (ESG) factors when investing pension funds. This report was sponsored by Redington and explores:

  • The definition of ESG and how it is interpreted by others
  • Why organisations decide to invest, or not to invest, using ESG principles;
  • The barriers to ESG investing;
  • The current legal position of schemes in relation to ESG; and,
  • Trustees’ and IGCs’ perceived legal responsibilities.


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Vigeo Eiris | Financial Services General Sector 2018 Report
Sep 14, 2018

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10 years after the Lehman collapse, how do Financial Services companies perform on ESG? This comprehensive new report presents Vigeo Eiris’ analysis of 228 companies in the Financial Services General sector.

The GIIN | The Landscape for Impact Investing in Southeast Asia
Aug 28, 2018

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Impact investing is a growing practice defined by its intent to generate positive social and environmental impact alongside a financial return. Impact investments are made across the globe, and developing economies provide ample opportunities for market-based solutions and investment capital to address social and environmental challenges. Southeast Asia is developing rapidly, but the region also faces social and environmental challenges that offer substantial potential for impact investments. Indeed, almost a third of impact investors invest in Southeast Asia, and 44% plan to grow their impact investing allocations to the region in the year ahead.

The Landscape for Impact Investing in Southeast Asia report provides much-needed information about the impact investing market in Southeast Asia to inform investors already allocating capital or considering investing in the region. This report provides detailed information about the investing activity and trends in 11 countries: Brunei, Cambodia, East Timor, Indonesia, Laos, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam. It outlines challenges and opportunities for impact investors and analyzes political and

Vigeo Eiris | Insurance Sector 2018 Report – Key Findings
Aug 22, 2018

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The Insurance Sector: Vigeo Eiris releases its exclusive research & opinion on emerging & strategic issues. This comprehensive new report presents Vigeo Eiris’ analysis, ratings and rankings of the ESG performance-related trends and impacts of 159 listed companies in the Insurance sector. Further details available here

Axioma | ESG’s Evolving Performance: First, Do No Harm
Aug 9, 2018

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This report evaluates the investment performance of ESG, paying particular attention to recent performance and highlighting the difference between ESG scores that overlap with traditional risk model factors and those that don’t. The analysis indicates that, in general, increasing exposure to ESG rarely underperforms the market, and often outperforms the market, especially during the last few years.

CIPD (Chartered Institute of Personnel and Development) | Hidden Figures: How workforce data is missing from corporate reports
Jul 30, 2018

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With global political instability, Brexit and the #MeToo movement, the landscape organisations operate in is shifting. ‘Good work’ has risen up the agenda following the publication of the Taylor Review, and in the reporting space the first year of gender pay gap reporting regulations has illustrated that it is possible to mandate for the reporting of key workforce indicators. Both developments represent a renewed interest in fairness and inequality in work, and while the effect of gender pay gap reporting has yet to be fully understood, it has kick-started an important debate about the standardisation of workforce data and disclosures

Vigeo Eiris | Energy Sector 2018 Report
Jul 24, 2018

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This comprehensive new report presents Vigeo Eiris’ analysis of the performance-related trends and impacts of 148 companies in the global energy sector, with exclusive data on ESG, Carbon Footprint, Energy Transition, Controversies, the Sustainable Development Goals and more.

For more information and the full report click here

Hymans Robertson | Hot and Bothered? How climate change might affect UK longevity
Jul 23, 2018

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This paper discusses how climate change and resource constraints might impact UK longevity. We introduce three climate change longevity scenarios pension schemes can use in stress tests of their funding plans. These scenarios, together with consideration of other risks such as covenant and investment risk, can help pension schemes introduce the issues of climate change and resource constraints into their risk management framework.

Molecular Diversity Preservation International (MDPI) | The Relationship between Investor Materiality and the Sustainable Development Goals: A Methodological Framework
Jul 5, 2018

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The world has great expectations for how the private sector, both companies and investors, can support the 17 Sustainable Development Goals (SDGs). In fact, it is generally believed that these goals cannot be achieved without strong support from the private sector. But will making the world a better place hurt financial returns?

The answer is “No” if companies focus on the SDGs and their associated targets that benefit from strong performance on the material ESG issues that matter to investors. In this paper MDPI maps the 30 generic ESG issues identified by the Sustainability Accounting Standards Board (SASB) to the SDGs and their targets.

This paper is divided into four parts. Part I explains the motivation for this study. Part II explains methodology and Part III the results. Part IV concludes with a summary of results and some reflections on how mapping methodology can be improved.

Betti, G.; Consolandi, C.; Eccles, R.G. The Relationship between Investor Materiality and the Sustainable Development Goals: A Methodological Framework. Sustainability 2018, 10, 2248.

BMO Global Asset Management | Breaking Bad: Business ethics in the pharmaceutical sector
Jul 5, 2018

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Business ethics breaches have emerged as the most material ESG concern for investors in the pharmaceutical and broader healthcare sector, and has been the key focus of our engagement with the sector in recent years. The industry has been repeatedly become embroiled in allegations with regards to marketing and sales related fraud and other lapses in compliance.

Companies have been hampered by substantial risks and mounting costs associated with the prosecution by authorities. We estimate that $50 billion have been paid out by leading pharmaceutical companies in
the past decade in conduct related regulatory, settlements fines and costs.

The Finance Innovation Lab | The Regulatory Compass: Towards a purpose-driven approach to financial regulation
Jul 5, 2018

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In this report, The Finance Innovation Lab argue that the present moment offers an opportunity to step back and ask regulators what outcomes they are regulating the financial system for, and what kind of financial system – as well as what kind of regulatory system – can best achieve those outcomes.

UNEP FI | Fiduciary Duty in the 21st Century Ireland Roadmap
Jun 27, 2018

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‘Ireland’s Fiduciary Duty Roadmap’ report provides clear recommendations on policy and market changes required to achieve full ESG integration into core areas of investment practices. Ireland is the 10th country in the world to produce this roadmap report, which is a significant milestone for a country of its size.
Irish legislation and common law interpretations of fiduciary duty currently make no reference to ESG issues or to responsible investment. However, Ireland is required to implement a new EU Directive by January 2019, which requires pension funds to publish their position on ESG issues in their statements of investment policy principles (SIPPs). Last month, the European Commission also published its first legislative package under its Action Plan for Financing Sustainable Growth.

In June 2018, the PRI, UNEP FI and The Generation Foundation in collaboration with SIF Ireland released the report, which makes recommendations in four areas – regulation, capacity building, stewardship and intermediation, and corporate reporting – and includes actions for various Irish stakeholders.

Facing Finance | Dirty Profits 6 Mining and Extractive Companies: Promises and Progress
Jun 26, 2018

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The global extractives industry is heavily involved in some of the worst labour, environmental and human rights violations. The rights of communities, farmers and indigenous people are being trampled in the push for ever more extraction. Indeed all businesses must respect and contribute to the society where they operate, and investors too have a critical role to play, particularly in the current mining upturn.

In Dirty Profits 6, Facing Finance shows how extractive companies have dealt with human rights and environmental violations shown in Dirty Profits reports since 2012, as well as how selected European banks have reacted to these violations in their provision of finance over time.

2° Investing Initiative | Bringing Climate Assessments for Household Credit into the 21st Century
Jun 21, 2018

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The Paris Agreement Art. 2.1© creates a political mandate to align financial flows with climate goals, sparking a flurry of activity by state and non-state actors to develop the needed methodologies. There has been significant progress in this regard with projects such as the Paris Agreement Capital Transition Assessment and “Developing Sustainable Energy Investment (SEI) metrics, benchmarks and assessment tools for the financial sectors”.

This report situates itself in the broader context of above mentioned market initiatives and research around aligning financial markets with the Paris Agreement with a focus on 2°C scenario and climate assessments for consumer loans.

2° Investing Initiative | The Bigger Picture: The Impact of Automation, AI, and the Shared Economy on Oil Demand
Jun 21, 2018

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This report seeks to quantify the potential impact of breakthrough technologies on oil demand. It finds that breakthrough technologies like artificial intelligence, bio- plastics, 3D printing, holograms, nanotechnology, hyperloops, artificial intelligence, and autonomous driving, as well as trends like the ‘sharing economy’, can reduce oil demand by 34% relative to the baseline New Policy Scenario (NPS) of the International Energy Agency in the next 22 years.

UNEP FI | Positive Impact Investment in Real Estate Discussion Paper and Webinar
Jun 21, 2018

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The UNEP Finance Initiative and collaborators (RICS, PRI, Global Investor Coalition) is developing an impact-based investment framework for real estate to address the SDG financing gap. UNEP FI’s Property Working Group has issued a discussion paper which introduces a positive impact investment framework and requests feedback on the opportunities and challenges in investing for impact. The associated webinar (July 6) will present a summary of the paper and is a forum to hear from property practitioners on ways they are taking or intend to incorporate an impact-based approach to their investment strategies and projects.

Details for the associated Webinar:
July 10th, 9AM CEST or 4PM CEST
https://attendee.gotowebinar.com/rt/7104951071753539075