Responsible Investing: Making a Difference
Maximising Impact and Performance in ESG
As the popularity of ESG investing continues to rise, so too will the sophistication of the analysis and scrutiny. Through sustainable investing, investors want to know that they really are making a difference, whilst augmenting investment performance. Our selection provides some of the latest thinking on how to get the most out of socially responsible investing.
ESG Investing Gains Momentum (EDHEC-Risk Institute)
The results of this survey point to a drop-off in popularity for smart beta and factor investing strategies, and an uptick in incorporating SRI/ESG elements to investments.
Decarbonising Index Strategies (LGIM)
For compliance reasons, this paper is NOT accessible in the United States and Canada
This paper explores the decarbonisation of investment strategies as it relates to index strategies, and how active indexation could make a difference in the transition to net-zero.
Holding the World in Your Portfolio: Climate Transition Risks (Qontigo)
Integrating climate transition risk into the investment process by favouring companies which may benefit from the net-zero transition and avoiding those that are adversely exposed.
From ESG to SDG Integration (Robeco)
When assessing companies for investment, do ESG ratings give a fair gauge of companies’ impact on the societies they operate in, or would an approach using SDGs be preferable?
Investing in the Transition to a Sustainable Economy (Impax Asset Management)
For compliance reasons, this paper is only accessible in the United States
Impax Asset Management invites us to look beyond net-zero to achieve a truly sustainable economy, and outlines the role investors can play towards a sustainability revolution.
ESG Challenges in Supply Chain Management (New York Life Investments)
For compliance reasons, this paper is only accessible in certain geographies
Without effective management of the ESG risks in supply chains, companies' financial performance can be impacted by adverse operational, reputational, and regulatory impacts.
Three Future ESG Challenges Investors Must Know (Intech)
For compliance reasons, this paper is only accessible in certain geographies
Intech identifies governance, crypto, and fragmentation as key areas of focus for ESG investors which will provide both challenges and investment performance opportunities.
Explaining ESG Equity Index Fund Performance (Vanguard)
For compliance reasons, this paper is only accessible in the United States
Considering ESG fund performance relative to the market, Vanguard investigates the effects of industry under- or overweights, finding the impact to be time-dependent.
