All Active Ownership 2.0 articles – Page 8
-
Engagement guide
Defining objectives and measuring the effectiveness of engagement in fixed income
Once the list of target companies has been defined, investors need to set objectives and track the outcomes of their engagement practices to ensure their effectiveness.
-
Engagement guide
Tips for effective bondholder engagement
In this section, we present a summary of practical tips for effective bondholder engagement.
-
Engagement guideEngagement trends among fixed income investors
This section considers ESG engagement trends among fixed income investors before giving guidance on the practical aspects of bondholder engagement.
-
Engagement guide
Prioritising fixed income engagement activities
Investors with exposure to hundreds or thousands of different issuers may only be able to meaningfully and proactively engage a small proportion of those issuers.
-
Engagement guideESG engagement for fixed income investors
Principle 2 of the six Principles encourages investors to be active stewards of their investments and incorporate ESG factors into their ownership policies and practices across different asset classes.
-
Engagement guideWhy engage as a fixed income investor?
Investors typically engage with companies and other types of issuers to identify, monitor and manage risks to their investment returns. In signing up to the PRI, investors affirm that ESG factors can have a material impact on those returns.
-
Engagement guide
Why engage on fracking?
With existing fracking operations globally and a potential surge in regions such as China, fracking remains important to investors that hold global oil and gas companies with market exposure.
-
Engagement guide
Recommendations for future engagement on water risks
PRI research has shown that companies are improving their disclosure of managing water risks in agricultural supply chains, but there is still room for improvement, as summarised by the following recommendations.
-
Case studyInvestor collaboration to engage on water risks in agricultural supply chains
Case study by Kristel Verhoef, ACTIAM; Nadira Narine, Interfaith Center on Corporate Responsibility; Peter van der Werf, Robeco; and Mary Beth Gallagher, Tri-State Coalition for Responsible Investment
-
Case studyLong-term engagement on water risk management in the supply chain
Case study by Constantina Bichta, Boston Common Asset Management
-
-
Case studyReducing portfolio water risk by assessing issue management
Case study by Emma Lupton, BMO Global Asset Management
-
Case studyIntegrating water stewardship – General Mills
Case study by Louise Dudley, Hermes Investment Management
-
News and press
The PRI, WWF publish new report on water risks in the supply chain
The document outlines why and how investors engage with companies on agricultural supply chain water risk.
-
Engagement guideHow do investors use water risk data?
The complex and localised nature of water and the mix of qualitative and quantitative information available makes it difficult for investors to integrate water risk data into their company analyses.
-
Engagement guide
Challenges for engaging on water risks in agricultural supply chains
Investors face numerous challenges when engaging with companies on this topic to understand the extent of their water dependency, security and management response.
-
Engagement guide
Influence governance of water in the supply chain
Influencing the governance of water (i.e. the rules and institutions, both formal and informal, which determine how water is managed) is essential in addressing water risks.
-
Engagement guide
Encourage collective action to engage on supply chain water risks
To a large degree, water risk derives from the collective use of water by all stakeholders that share a common source.
-
Engagement guide
Promoting internal and supply chain action to mitigate water risks
Once a company’s water impacts and risks are understood, a response and risk mitigation strategy should be developed and implemented.
-
Engagement guide
Foster water awareness - developing knowledge of impacts and water risks
As with each element in the framework, developing an awareness of water issues and, over time, an in-depth understanding of the complex and unique nature of water issues facing the company is an ongoing and iterative process.
