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Case studiesDelivering outcomes by accessing ESG through multiple drivers of return in multi-asset portfolios
Case study by BlackRock Signatory type: Investment manager Region of operation: Global Assets under management: US$7.3trn Why consider ESG via multiple drivers of return Today’s low-return environment requires investors to draw on multiple return sources to meet objectives and maximise the efficiency of ...
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Case studies
Layering climate goals onto a sustainable, risk-targeted, multi-asset strategy
Case study by Morgan Stanley Investment Management Signatory type: Investment manager Region of operation: Global Asset under management: US$665bn (30/06/20) To maximise returns over time while actively managing total portfolio risk, our Global Balanced Risk Control (GBaR) strategy invests in a broad, balanced asset ...
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Case studies
Integrating ESG factors into sovereign credit research
Company PIMCO Author Lupin Rahman table style Traditional sovereign credit analysis focuses on financial and macroeconomic variablesthat materially impact a country’s probability of default and the expected loss if a defaultdoes occur. Today, it is increasingly apparent ...
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Case studies
Responsible investing in debt capital markets: unpacking governance for state-owned entities
Company Futuregrowth Asset Management (Pty) Ltd. Author Futuregrowth’s Credit Team Futuregrowth Asset Management has been a substantial funder of national development through its investment in the debt issued by many of South Africa’s state-owned enterprises (SOEs). SOEs, by their very ...
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Case studies
Integration of ESG factors into sovereign bonds: a case study of Russia
Company Colchester Global Investors Author Claudia Gollmeier, C FA, CIPM Table style Colchester Global Investors is a sovereign bond and currency manager. The factors that underpin its investment process are wide ranging, incorporating valuations and ...
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Case studies
EU taxonomy alignment case study: KLP
KLP is a global investor, invested in over 7000 companies. Since 2000, aware of our responsibility as a global investor, we have steadily advanced ESG and sustainability efforts within our investments.
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Case studies
EU taxonomy alignment case study: PKA
Table styles ORGANISATION DETAILS Name PKA Pension Ltd Signatory type Institutional investor Region of operation Scandinavia Assets under management €44bn COVERED IN THIS CASE STUDY Asset class ...
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Case studies
EU taxonomy alignment case study: VidaCaixa
ORGANISATION DETAILS Name VidaCaixa Signatory type Asset owner Region of operation Spain and Portugal Assets under management €93bn in 2019 COVERED IN THIS CASE STUDY Asset class ...
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Case studies
EU taxonomy alignment case study: Wellington
ORGANISATION DETAILS Name Wellington Management Company, LLP Signatory type Investment manager Region of operation Global, North America, EMEA, Asia Pacific Assets under management €915bn COVERED IN THIS CASE STUDY ...
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Case studies
EU taxonomy alignment case study: responsAbility
ORGANISATION DETAILS Name responsAbility Investments AG Signatory type Asset manager Region of operation Emerging markets / developing countries Assets under management USD$3.5bn COVERED IN THIS CASE STUDY ...
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Case studies
EU taxonomy alignment case study: SEB
ORGANISATION DETAILS Name SEB Investment Management Signatory type Asset manager Region of operation Stockholm, Sweden, Europe COVERED IN THIS CASE STUDY Name of fund We intend to ...
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Case studies
EU taxonomy alignment case study: Foresight
Table styles ORGANISATION DETAILS Name Foresight Group Signatory type Investment manager Region of operation UK, Europe and Australia Assets under management c. £6.5bn COVERED IN THIS CASE STUDY ...
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Case studies
EU taxonomy alignment case study: Amundi
ORGANISATION DETAILS Name Amundi Signatory type Asset manager Region of operation Global Assets under management €1,653bn (as at 31/12/2019) COVERED IN THIS CASE STUDY Name of fund an Amundi ...
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Case studies
EU taxonomy alignment case study: KBI
ORGANISATION DETAILS Name KBI Global Investors Signatory type Investment manager Region of operation Global Assets under management Approx. €9.2bn COVERED IN THIS CASE STUDY Asset class ...
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Case studies
EU taxonomy alignment case study: Nordea
ORGANISATION DETAILS Name Nordea Asset Management Signatory type Asset manager Region of operation Global COVERED IN THIS CASE STUDY Environmental objective Mitigation and adaptation Economic ...
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Case studies
EU taxonomy alignment case study: AP Pension
AP Pension believes that a common definition of what is considered sustainable is a fundamental element of providing sustainable investment solutions.
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Case studies
EU taxonomy alignment case study: Credit Suisse
Credit Suisse (CS) offers sustainable investment solutions in line with its ESG Framework by specifying criteria and thresholds for sustainable portfolios.
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Case studies
EU taxonomy alignment case study 2: Aberdeen Standard Investments
ASI recognises the merit of the EU taxonomy initiative. It is extremely valuable for investors to be able to identify and objectively classify business activities that materially contribute to climate mitigation and other sustainability objectives.
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Case studies
EU taxonomy alignment case study: MN
The EU taxonomy can help show which eligible economic activities are environmentally sustainable and reflect a shift in the regulatory understanding of ’sustainable investing’ from risk mitigation to positive contribution, offsetting concerns over “greenwashing”.
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Case studies
EU taxonomy alignment case study 1: Aberdeen Standard Investments
ASI recognises the merit of the EU taxonomy initiative. It is extremely valuable for investors to be able to identify and objectively classify business activities that materially contribute to climate mitigation and other sustainability objectives.
