Responsible Investor

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RI Europe 2015 post-conference report
Jun 8, 2015

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The 8th annual RI Europe conference (London, 2-3 June 2015) was attended by 524 delegates, representing 284 organisations from 26 countries.

The Challenges of ESG Investing - Regulation
May 1, 2015

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Northern Trust Asset Management: The changing shape of environmental, social and governance (ESG) “regulation” is among the main drivers of ESG investing growth. To better understand the issues around this topic, our latest paper examines the status of global efforts to pass legislation and implement codes of practice and self-regulation. What do these efforts mean for investors as they consider incorporating ESG criteria into their portfolios? And will these efforts encourage investors to look at ESG when they otherwise might not?
Click here to discover more.

RI Asia 2015 post-conference report (Japanese)
Apr 27, 2015

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今年度のRI Asia カンファレンスは、4月21、22日の二日間、日本の東京証券取引所で開催されました。カンファレンスには、多くの来場者が訪れ、活発な情報・意見交換が行われました。

RI Asia 2015 post-conference report (English)
Apr 27, 2015

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This year’s RI Asia conference, which took place in Tokyo on April 21/22, at the Tokyo Stock Exchange came at a fascinating juncture. In the context of the Abenomics plan of Prime Minister Shinzo Abe, the so-called Third Arrow of the strategy (the third of three), the Japan Revitalisation Strategy has put improved relations between investors and corporates at its heart in a bid to drive higher corporate efficiency.

RI INSIGHT: Private Equity 2015
Mar 25, 2015

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There’s no doubt that Limited Partners (LPs) demands to the General Partners (GPs) to integrate ESG factors into portfolio analysis and decision-making have changed the way GPs are having to think about their portfolio companies, and reporting on their activities. In RI’s Asset Owner Benchmarking survey (to be published April 2015), 66% of the LP respondents say they will undertake a private equity request for proposal / manager search in the next two years with 79% regarding ESG as a differentiator when hiring private equity managers. Which makes this RI INSIGHT: Private Equity 2015 required reading. Click here to download the full report.

RI Europe 2015 Delegate Information
Mar 2, 2015

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Discuss the most investment-relevant, critical ESG issues facing the global investor community at:
RI Europe 2015 – Strategic, risk-aware investing in a rapidly changing world.
2 & 3 June 2015 | The Tower Hotel | London.
Click here to download the brochure for further information.

RI Americas 2014 post-conference report
Dec 22, 2014

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318 delegates participated in high-level debate with some of the leading responsible investment and corporate sustainability figures at the RI Americas 2014 conference at Bloomberg’s MPR Auditorium, New York on December 9th & 10th. Download to read the full report.

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.