Responsible Investor

Reports

 
 

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ShareAction | Sleeping Giants: Are Bond Investors Ready to Act on Climate Change?
Feb 6, 2019

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Based on interviews with corporate bond market experts, this report examines whether corporate bond investors are motivated to speed up alignment with the Paris Agreement and participate in forceful engagement.

Edelman | Trust Barometer Special Report: Institutional Investors (US)
Feb 4, 2019

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The Edelman Trust Barometer Special Report: Institutional Investors reveals new criteria for evaluating investments as well as insights on what drives institutional investor trust in companies. The second annual special report finds that investment criteria are evolving to target areas beyond financial metrics, with a strong focus on corporate culture, ESG investing, and companies’ roles within broader society.

The research surveyed more than 500 chief investment officers, portfolio managers, and buy-side analysts in five countries (U.S., Canada, UK, Germany and Japan), representing firms that collectively manage over $4.5 trillion in assets. The report is a supplement to the Edelman Trust Barometer launched annually in January at the World Economic Forum.

Visit the Edelman website to download the U.S., UK, and Canada results.

Tundra Fonder | Annual Sustainability Report
Feb 1, 2019

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Tundra Fonder share their yearly progress on ESG.

“Our efforts within responsible investments – including factors pertaining to environment, social responsibility and governance (ESG) – continue to gain attention, both in Sweden and internationally. We launched 2017 with two prestigious awards following our efforts during 2016, which in turn encouraged us to further pursue our journey of sustainability, transparency and progress towards change.”

Tundra Fonder | UN Global Compact: communication on Progress
Feb 1, 2019

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In this report Tundra Fonder, a specialist asset manager in frontier and emerging markets, explain their approach to ESG and how it is incorporated into their rating system.

Multiple Authors | Racial Disparities in the Workforces of Sustainable, Responsible, and Impact (SRI) Investing Mutual Funds
Jan 31, 2019

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For decades, our industry has engaged meaningfully with companies on research, advocacy, benchmarking and problem-solving to improve environmental, social and governance (ESG) outcomes for the planet we all share. Yet our data shows that most of our firms are maintaining exclusionary, predominantly white environments that are failing to employ people of colour. Until our industry addresses its racial inequities, our work will continue to fall short.

UN Women | Turning promises into action: Gender equality in the 2030 Agenda for Sustainable Development
Jan 30, 2019

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UN Women’s new flagship report, provides a comprehensive and authoritative assessment of progress, gaps and challenges in the implementation of the Sustainable Development Goals (SDGs) from a gender perspective.

The report monitors global and regional trends in achieving the SDGs for women and girls based on available data, and provides practical guidance for the implementation of gender-responsive policies and accountability processes.

As a source of high-quality data and policy analysis, the report is a key reference and accountability tool for policymakers, women’s organisations, the UN system, and other stakeholders.

Click here to access the report

CDP Wordwide | CDP India Annual Report 2018
Jan 25, 2019

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Corporates #StepUp Climate Action in this new report from the Climate Disclosure Project (CDP)

CDP is a not-for-profit that runs the global disclosure system for investors, companies, cities, states and regions to manage their environmental impacts.

Amundi | How ESG Investing Has Impacted the Asset Pricing in the Equity Market
Jan 21, 2019

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ESG investing has gained considerable traction over the past few years and, alongside smart beta, factor investing and alternative risk premia, is one of the current hot topics for the asset management industry.

Nevertheless, even though large institutions such as insurance companies, pension funds and sovereign wealth funds have invested significantly in ESG strategies over recent years and we are observing a substantial and increasing interest from other investors such as wealth management or retail investors, the question of performance remains a controversial issue and a puzzle for the financial community.

Responsible Investor | ESG - Do You or Don’t you? (RI Americas)
Dec 10, 2018

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Presentation of the exclusive results of the North Americas portion of the RI/UBS pension fund survey by Dennis Fritsch, PhD, Researcher, Responsible Investor.

(more info about RI Americas).

Vigeo Eiris | Human rights in a globalised world: why do companies need to pay more attention?
Nov 28, 2018

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As stakeholders from around the world gather in Geneva for the 2018 UN Forum on Business and Human Rights, a new Vigeo Eiris study of 4,585 companies headquartered in 60 countries reveals very limited overall progress in the way business is fulfilling its human rights obligations.

Download the Key Findings from the Vigeo Eiris website or click the PDF Report link on the right.

Vigeo Eiris | The Development Bank Sector
Nov 23, 2018

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This new Vigeo Eiris report analysing 11 supranational development banks finds frequent & severe controversies within the sector, despite its’ advanced sustainability commitments. The report provides Vigeo Eiris’ exclusive opinion on sector vulnerabilities, controversies and emerging risks, as well as strengths, innovations and best practice in terms of CSR.
The report highlights sector ESG challenges and emerging issues, as well as performance scores and advanced indicators on critical issues such as energy transition, business ethics, human capital and human rights, governance, executive remuneration, transparency on taxes and integrity of lobbying practices.


Download the key findings from the Vigeo Eiris website or click the PDF Report link on the right.

FTSE Russell | Stewardship, Transition and Engagement Program for Change Report
Nov 22, 2018

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FTSE Russell’s Stewardship, Transition and Engagement Program for Change (“STEP Change”) is about helping drive better global standards in sustainable investment. As a firm, we work with corporates, NGOs and investors to improve disclosure and foster transparency for the long-term benefit of the market and ultimately the societies we all operate within.

Download the PDF from the FTSE Russell website or click the PDF Report link on the right.

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.


Click here to read

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