Responsible Investor

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STOXX | ESG-X Indices
Sep 17, 2019

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Solutions above and beyond traditional market capitalization-weighted indices are becoming the de facto choice for benchmarks as asset owners continue to discharge their fiduciary role of investing responsibly against the backdrop of increasing investor awareness and an evolving legislative landscape for sustainability. Typically, implementing sustainability or ESG considerations during investment decision-making is likely to result in portfolios that deviate from standard market value-weighted benchmarks.

The unintended exposures – and hence risks – lead to divergent characteristics and performance, tracking errors and additional management costs. In our paper on the STOXX Europe 600 ESG-X Index, we concluded that the latter delivers a risk-return performance profile that does not differ significantly in statistical terms from the STOXX Europe 600 Index while also complying with typical exclusion-based sustainability approaches. In this paper, we extend the analysis to other flagship ESG-X benchmarks (including the STOXX Europe 600 ESG-X) that cover both regional and global indices that were launched in May of this year.

Click here to read the report on the STOXX website

Cornerstone Capital Group | No Place to Hide? Climate Change and Systemic Financial Risk
Sep 17, 2019

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This report focuses on the issues raised by climate change from the financial asset value perspective. While we are already seeing the impacts of climate change, we have not yet passed the point of no return from the more extreme scenarios of physical damage and value destruction highlighted in this analysis. There may be no place to hide, but there are plenty of ways to fight.

GPIF Japan | ESG Report 2018: For all generations
Sep 16, 2019

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Government Pension Investment Fund (GPIF) manages and invests Japan’s pension reserve fund, which is used to pay Employee Pension Insurance and National Pensions. Our goal is to contribute to the stability of the pension system by earning returns on our investments and distribute these to the government.

Novethic | Investing with a purpose: Analyzing European Asset Owners’ Contribution to the SDGs
Sep 16, 2019

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In the responsible investment world, the model has historically been developed around ESG dimensions (Environment, Social and Governance). In the context of the UN new emerging paradigm, it is thus interesting to study whether the SDGs have been integrated into investors’ strategies and in what way. This study therefore focuses on the 228 European Asset Owners that had signed the PRI – “the world’s leading proponent of responsible investment”1 – by December 2018. More specifically, these Asset Owners, were chosen out of the 1,090 European Asset Owners and Asset Managers, for two reasons.

To begin with, they are in a good position to orientate Asset Managers towards integrating broader objectives in their investment policy. Furthermore, they have a longer investment horizon, which is more naturally aligned with the SDGs’ timeframe.

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Wachtell, Lipton, Rosen & Katz (WLRK) | It’s Time To Adopt The New Paradigm
Aug 9, 2019

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Capitalism is at an inflection point. For the past 50 years, corporate law and policy has been misguided by Nobel Laureate Milton Friedman’s ex-cathedra doctrinal announcement that the sole purpose of business is to maximize profits for shareholders. The prioritization of the wealth of shareholders at the expense of employee wages and retirement benefits, with a concomitant loss of the Horatio Alger dream, gave rise to the deepening inequality and populism that today threaten capitalism from both the left and the right.

Multiple Authors | Ensuring the relevance and reliability of non-financial corporate information
Aug 9, 2019

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An ambition and a competitive advantage for a sustainable Europe

There is currently real momentum surrounding corporate extra-financial information but this expresses itself as part of a proliferation of initiatives which lack both coordination and consistency.

This momentum is well established and is grounded in the combination of an expectation and the presence of three factors: a community of committed stakeholders, frameworks of standards representing promising progress and changing practices in companies and on the part of investors.

Making real progress based on the momentum already underway means that four aspects must be formulated: the goal, the methodology, the targeted system (in four pillars) and the operational organisation.

Government of Canada | Final Report of the Expert Panel on Sustainable Finance
Aug 9, 2019

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Mobilising Finance for Sustainable Growth

Generation Foundation | Internal Carbon Pricing for a Low-Carbon Future
Aug 9, 2019

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A briefing paper on linking climate-related opportunities and risks to financing decisions for investors and banks.

Produced by the Generation Foundation, Navigant, and CDP

CDP | The Money Trees: The role of corporate action in the fight against deforestation
Aug 6, 2019

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This report focuses on 306 high impact forests risk companies that reported via CDP’s disclosure platform in 2018. Companies disclosed to either investor shareholders or purchasingorganizations on one or more of four critical forest risk commodities: cattle, soy, palm oil or timber and derivative products.

Vigeo Eiris | Human Capital: a key asset not yet fully appreciated by the financial industry
Jul 24, 2019

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This paper aims to assess 792 financial companies rated by Vigeo Eiris on their ability to enhance opportunities and limit risks in relation to their human capital.

Human capital is defined by the OECD2 as “the knowledge, skills, competencies and attributes embodied in individuals that facilitate the creation of personal, social and economic well-being”.

UN Environment | Adaptation Gap report
Jul 19, 2019

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This is the fourth edition of the UN Environment Adaptation Gap Reports. Since 2014, these reports have focused on exploring adaptation gaps, characterized as the difference between the actual level of adaptation and the level required to achieve a societal goal. The adoption of the Paris Agreement established a global goal on adaptation of “enhancing adaptive capacity, strengthening resilience and reducing vulnerability to climate change, with a view to contributing to sustainable development and ensuring an adequate adaptation response in the context of the temperature goal”. As the Paris Agreement is now being implemented, important decisions are about to be made on how to report on, and take stock of, progress towards this global goal. The Adaptation Gap Reports focus on providing policy-relevant information to support such efforts.

Transition Pathway Initiative | TPI State of Transition Report 2019
Jul 18, 2019

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Following last year’s Special Report on Global Warming of 1.5 degrees from the Intergovernmental Panel on Climate Change, which warned we have only 12 years left to avoid catastrophic climate change, a climate emergency has been declared by more than 600 jurisdictions in 13 countries.1 Social, political and shareholder pressure is mounting for the corporate sector to align its activities with the Paris Agreement’s ambitions to make greenhouse gas emissions ‘net-zero’ – that is, balancing emissions with removal – by 2050.

M&G Investments | Real Estate Responsible Property Investment Report 2018
Jul 16, 2019

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Our latest report outlines our responsible approach to business thinking and how we continue to drive progress towards our 2025 RPI targets, as part of M&G Real Estate’s vision for a cleaner, greener and better world.

European Commission | Guidelines on reporting climate-related information
Jul 16, 2019

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This report has been prepared in order to assist companies concerned to disclose non-financial information in a relevant, useful, consistent and more comparable manner.

M&G Investments | Impact Financing Fund Annual Impact Report 2018
Jul 16, 2019

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Read the Annual Impact Report to see how projects and companies financed by our Impact Financing strategy in 2018 are making a positive contribution across a range of environmental and social issues. Learn how these investments and impact themes align with the UN SDGs, and how investors’ capital can contribute to building a fairer and more sustainable economy

2 Degrees Investing Initiative | Impact Washing Gets a Free Ride
Jul 1, 2019

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An analysis of the draft EU Ecolabel criteria for financial products.

The Draft Ecolabel focuses exclusively on environmental themed funds, which represent about 0.1% of today’s market. Based on the Draft Criteria, the Ecolabel eligible investment universe is composed of about 200 listed companies with environment-related activities, representing 1% of the global universe. Thus, the Ecolabel’s strategy appears to be to inflate this micro-niche artificially to a 10-20% market share by promoting environmental themed funds to the 60-70% of retail clients interested in the environmental impact of their investment products.

Ontario Teachers Pension Plan | Climate Change Report 2018
Jul 1, 2019

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Climate change is one of the biggest and most daunting challenges facing the world.

These points will be discussed in greater detail in this document. Despite much positive work done already, we know this is a journey. It will take ongoing effort and resources dedicated to climate change, and a willingness and flexibility to evolve our approach over time.

GPIF | Study of ESG Information Disclosure
Jun 24, 2019

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As global environmental and social issues have become more complex and severe globally in recent years, it is imperative for the Government Pension Investment Fund (GPIF) as a “universal owner” to increase the long-term portfolio value as well as to improve overall financial market sustainability through the minimization of the negative externalities of these problems.

Looking at the current state of ESG information disclosure by Japanese listed companies, they could be roughly divided into two categories; the one is a group of companies that actively engage in disclosure and the other is a group that have not made substantive progress.

Responsible Investor and UBS Asset Management | ESG: Do you or Don’t you?
Jun 19, 2019

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Are the world’s asset owners thinking about long-term sustainable finance?

UBS Asset Management are delighted to have partnered with Responsible Investor to create a unique new survey which investigates, in detail, the extent to which asset owners are integrating ESG into their investment processes.

Click here to check out the data and read the full report

Insight Investment | Putting Principles Into Practice 2019
Jun 4, 2019

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Responsible Investment Report produced by Insight Investment.