How Investors are Driving Positive Change on Diversity, Equity, and Inclusion
Diversity has risen up the investor agenda in recent years. However, more progress is needed not just on boards, but also across the entire workforce.
Emerging Economies and Their Race to Net Zero
Curbing carbon pollution has become a global imperative. What’s in it for emerging markets?
The Road to Net Zero
The focus on net zero targets accelerated in 2021 and was one of the key objectives of COP26. Many want to do their part to aid the energy transition, and we see this in demand for products that invest in companies that finance climate solutions, commit to greenhouse gas reduction targets, or both.
2021 ESG Investing Annual Report
Our latest ESG Annual Report details our comprehensive ESG investment integration, company engagement, and proxy voting activities for 2021. We believe in sustainable investing with substance.
Global Impact Equity Annual Impact Report
Impact investing has become a vital tool for investors seeking to position themselves to contribute to better social and environmental outcomes. This has created an increasing number of opportunities to access positive impact in public equity markets. Our inaugural Global Impact Equity Strategy annual report articulates the decisions we have taken in the context of our core investment principles. Specifically, it aims to share the impact that those decisions have made on our environment and society.
For or Against? The Year in Shareholder Resolutions 2021
Within the context of growing demands on the private sector to constructively address the world’s environmental, social, and governance challenges, shareholder resolutions can be an important tool to persuade companies to increase their focus on key societal challenges. The year 2021 presented a range of themes for consideration, and our approach to each was guided by careful attention to the likely outcomes within our well-tested framework.
Assessing the ESG Implications of Russia’s Invasion of Ukraine
Russia’s invasion of Ukraine is proving deeply concerning. First and foremost is the unfolding humanitarian crisis and the impact on the well-being of those caught in the midst of the conflict. The initiation and escalation of the conflict has elevated geopolitical tension and rattled global markets, as investors seek to evaluate the immediate- and longer-term implications. With commodity prices soaring and concerns over human rights impacts intensifying, the world could experience far-reaching reverberations across the environmental, social, and governance landscape.
Unlocking Impact Outside of ESG-Labeled Debt
Impact investing is often associated with ESG-labeled debt, including bonds with monikers such as “green” or “sustainability linked.” However, market participants may wish to expand the opportunity set to non-labeled, “vanilla” bonds. The broader range of issuers available can provide impact investors with the chance to back companies making societal impacts that are more tangible than with ESG-bond issuers.
Why Impact Investing Needs Public Debt Markets
With most attention on private markets, investors could be missing out on the enormous potential that public debt capital markets could have on impact investing. In particular, the acceleration in issuance of publicly traded environmental, social, and governance (ESG) debt has highlighted publicly traded debt markets as one of the few places potentially capable of helping achieve the UN’s Sustainable Development Goals, a set of ESG related targets that are estimated to cost up to USD 7 trillion per year according to the UN.
Impact Investing: Why It Matters Now More Than Ever
The coronavirus pandemic has accelerated the sustainability agenda. Social inequality has elevated issues like diversity, health care, education, and quality higher up the political and business agenda. For all investors, understanding
the implications for their investments is more important than ever as many seek to make a more active and conscious choice to favor companies that show clear leadership in sustainability, environmental, and social issues.
What Makes an “Impact” Investment Manager?
Impact investing aligns the interests of stakeholders with shareholders, fiduciaries, and listed corporates to pursue positive social or environmental outcomes. While originally the domain of private investors, we believe the potential to capture and create impact in public equity markets has broadened tremendously over the past decade. Here in this Q&A, Hari Balkrishna discusses what an impact investment manager needs to build, manage, and measure an impact portfolio.