Responsible Investor

Reports

 
 

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RI INSIGHT Emerging Markets 2014
Dec 15, 2014

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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.

RobecoSAM Forum 2014 Report
Oct 21, 2014

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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.

RI INSIGHT Green Bonds: the future of sustainability financing
Sep 16, 2014

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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.

RI Europe 2014 post-conference report
Jun 9, 2014

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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.

RI INSIGHT: Clean Thematic Investing
Jun 1, 2014

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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.

RI INSIGHT Netherlands 2014
May 14, 2014

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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.

RI INSIGHT / MSCI ESG Research Round Table 2014
May 1, 2014

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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.

RI Asia 2014カンファレンスレポート(日本語)
Apr 28, 2014

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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。

RI Asia 2014 post-conference report (English)
Apr 28, 2014

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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.

Doing Good and Doing Well
Mar 1, 2014

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Northern Trust: The market for Environmental, Social and Governance (ESG)-oriented investment products has grown dramatically in recent years. Globally, ESG assets increased from US$5 trillion in 2007 to more than US$32 trillion in 2012 – equal to roughly 25% of all the world’s financial holdings1. And US-domiciled assets engaged in sustainable and responsible investment practices totaled more than USD$3.3 trillion in 2012, roughly 11% of all funds under management. Although the strict definition of an ESG-oriented product is subject to debate, it is clear there is strong upward asset momentum in this category. Investors have various motivations for incorporating ESG considerations into their portfolios. Some investors need to meet mandated environmental or social goals, others do it for reputational or political reasons, and still others may act on a belief that strong ESG companies will outperform over a long time horizon. As investors consider incorporating ESG considerations into their portfolios, a number of questions arise:
How will an ESG orientation affect the performance of the portfolio?
Will incorporating ESG criteria result in an unintended bias to specific

RI INSIGHT - Fixed Income: ESG in the world’s largest asset class
Jan 31, 2014

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Fixed income is the world’s largest asset class with government and corporate bonds accounting for some 35% of global institutional investment. But to date, bonds haven’t received the attention on material ESG factors they should have, given the importance of their allocation and the relatively long time that investors hold them for. This is changing dramatically, reflecting a number of key evaluations by institutional investors about the sustainability of bond investments.

A De-risking Toolkit for Impact Investment
Jan 27, 2014

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Bridges Ventures / BAML: The debate about a supply-demand mismatch in impact investing has often centred on its characterisation as a relatively high risk strategy and therefore on whether sufficiently high risk-adjusted financial returns are achievable. This report shifts the lens: while demonstrating a track record of sufficient financial return is one way to bring supply-and-demand into line (and is a key step forward for the impact investment industry), another approach is to adjust the risk side of the equation – to ‘de-risk’ impact investment.

10 Companies to Watch in 2014
Jan 1, 2014

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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.

RI Americas 2013 Conference Report
Dec 19, 2013

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Read the report of the event! More than 300 investors, including over 40 asset owners attended the RI Americas conference 2013 in New York on December 10th and 11th, organised by Responsible Investor in partnership with Bloomberg.

RI INSIGHT DENMARK
Nov 25, 2013

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RI INSIGHT DENMARK: asset owner leaders in ESG and renewables is a collection of exclusive RI asset owner interviews with Denmark’s biggest pension funds: ATP, Unipension, PKA, PBU, PFA and PensionDanmark. In 2009, the Danish government allowed UN-sponsored PRI (Principles for Responsible Investment) or UN Global Compact membership to represent a company’s legal corporate social responsibility requirement. It led to a significant move by Danish asset owners to sign up to the PRI, joining peers who had been at the forefront of the PRI’s genesis. Today, Denmark has 15 PRI asset owner signatories – one of the biggest country asset owner representations. RI went to Denmark to interview six of them face-to-face. Danish asset owners have been leaders in investment in renewable energy; often clubbing together on deals. They have also been at the forefront of ESG integration in their investment processes. This second RI Insight special on Denmark (following RI Insight Part 1 on Ireland’s renewable energy renaissance) looks at the ingredients that have made Denmark a leader in responsible investment, and examines what the future holds.

CDP Global Water Report 2013: a need for a step change in water risk management
Oct 31, 2013

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CDP Global Water Report 2013. This report establishes that a misguided approach to water related risk management has become entrenched as business as usual. Corporate focus is too often directed at water use, reduction, recycling or reuse, largely in direct operations only. This is an inadequate response to increasingly immediate substantive water risks threatening shareholder value. Companies must instead strive for water stewardship but a significant step change is required if stewardship is to be truly achieved. This report is written to help investors take a leading role in educating and guiding companies on the issue.

Beyond Fossil Fuels: The Investment Case for Fossil Fuel Divestment
Jul 11, 2013

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Impax makes the investment case for fossil fuel divestment. The paper looks at the building pressure to divest, dispels some of the myths around divestment and considers the un-priced risks that are accumulating in the fossil fuel sector. It goes on to analyse four alternative fossil free portfolio structures. Interestingly, investors could have substituted clean energy stocks for fossil fuel stocks without any negative impact on performance. A portfolio replacing fossil free stocks with a diversified environmental technology and research optimisation strategy would have delivered the highest returns and information ratio.

OECD: Pension Fund Investment in Infrastructure
Jul 1, 2013

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Australian and Canadian pension funds have been pioneers in infrastructure investing since the early 1990s. They also have the highest asset allocation to infrastructure around the globe today. The ‘Canadian model’ and the (new) ‘Australian model’ of infrastructure pose a challenge to the ‘private equity model’, dominant in Europe and the USA. This new paper compares and contrasts the experience of institutional investors in the two countries looking at factors such as infrastructure policies, the pension system, investment strategies and governance of pension funds. Important lessons can be learnt by both policy makers and investors. Inderst, G. and R. Della Croce (2013), “Pension Fund Investment in Infrastructure: A Comparison Between Australia and Canada”, OECD Working Papers on Finance, Insurance and Private Pensions, No. 32, OECD Publishing.

RI Europe 2013 Conference Report
Jun 21, 2013

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480 delegates over two days participated in high level debate from some of the leading responsible investment and corporate sustainability figures at the RI Europe 2013 conference at the Grange Tower Bridge Hotel on June 11-12. This report provides a review of the highlights including the inaugural RI Reporting Awards.

RI INSIGHT: Ireland - Growing Green Assets
Jun 12, 2013

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In this first RI INSIGHT published by Responsible Investor with the GIFSC we examine Ireland’s initiative to establish itself as a hub for green investment, asset management, private equity, venture capital and asset servicing, under the Green International Financial Services Centre (GIFSC) banner.