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April, 2019
Environmental, social, governance (ESG) and the spectrum of capital
Karen Shackleton, Senior Adviser, MJ Hudson Allenbridge. Karen Shackleton, Senior Adviser at MJ Hudson Allenbridge, considers the different investment approaches that are open to pension fund managers when considering their commitments to ESG investment With ESG becoming increasingly mainstream, pension fund investors are being bombarded with a ...
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April, 2019
Five key responsible investment themes for 2019
Paul Myles, Director, Sales and Relationship Management, UK Institutional, BMO Global Asset Management. Paul Myles of BMO Global Asset Management explores the various ways asset managers can actively embrace ESG issues, and identifies five of the most important Interest in (and acknowledgement of) the importance of Environmental, Social and Governance ...
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April, 2019
The ESG evolution
Matthew Craig, LAPF Investments. Matthew Craig examines how ESG trends are informing the investment decisions at local authority pension funds For the members of Local Government Pension Scheme (LPGS), investing with regard to environmental, social and governance (ESG) issues has gone from an optional extra to a key part of their investment mission in ...
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April, 2019
Identifying why and how ESG factors move the needle
Guillaume Mascotto, Head of ESG and Investment Stewardship, American Century Investments. Guillaume Mascotto of American Century Investments highlights some key business risks that can demonstrate the value ESG can bring when planning an investment strategy Despite recent advancements, environmental, social and governance (ESG) investing remains a ...
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April, 2019
ESG investing: spotting opportunities and avoiding risks
Dr Henrik Pontzen, Head of ESG, Union Investment. Dr Henrik Pontzen of Union Investment discusses a number of regulatory, market-driven and other factors that are coming into play for investors who are incorporating ESG concerns into their decision making The rise of the once niche subject of sustainability has been impressive. Just a few years ago, ...
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April, 2019
Impact investing – the next step after ESG?
Anna Shiel, Head of Origination, Big Society Capital. Anna Shiel of Big Society Capital surveys the increasing popularity of impact investment into such sectors as social housing and gives some pointers as to the best way to get started Environmental, Social and Governance (ESG) investments have been growing in popularity among both retail and ...
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April, 2019
ESG investing and fixed income: the next new normal?
Mike Amey, Head of Sterling Portfolio Management and ESG strategies, PIMCO. Gavin Power, Chief of Sustainable Development and International Affairs, PIMCO. Mike Amey and Gavin Power of PIMCO discuss why the bond market may be uniquely suited to benefit from, and provide finance for, ESG-related efforts A quiet but profound pivot is underway in the ...
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April, 2019
Exploring fossil fuel divestment
James Mowat, Client Director, Majedie Asset Management. James Mowat of Majedie Asset Management considers the question of investing in the oil & gas sector in light of challenges posed by climate change Asset owners and asset managers face a major challenge. How should they try to influence the capital allocation of their investee companies to improve ...
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February, 2019
Moving forward from index allocation approaches in EM debt
Matthew Murphy, CFA, CAIA, Institutional Portfolio Manager, Global Income Group, Eaton Vance. Matthew Murphy of Eaton Vance argues that the diversity and range of available investments in the emerging markets regions provide opportunities that should not be overlooked by investors Given the potential offered by the asset class, local authority pension ...
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February, 2019
Value investing in emerging markets: lessons from history
Daniel Nicholas, Client Portfolio Manager, Harris Associates. Daniel Nicholas, Client Portfolio Manager at Harris Associates, looks back to the volatility in Asian markets during the 1990s and draws six key conclusions for investing in emerging markets Emerging markets are a lot less emerging than they used to be. A more integrated global economy ...
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