All Case study articles – Page 13
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Case studyEU taxonomy alignment case study: International Woodland Company
The IWC Group is an investment advisor and manager with nearly 30 years of global experience in responsible investing in natural capital landscapes.
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Case studyEU taxonomy alignment case study: BlackRock
BlackRock believes that a common definition of what is considered sustainable is a fundamental element of providing sustainable investment solutions.
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Case studyEU taxonomy alignment case study: Wells Fargo Asset Management
The EU Taxonomy offers some key benefits for users, including guidance on activities to prioritize for decarbonization, climate change adaptation and other environmental goals.
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Case studyEU taxonomy alignment case study: Swedbank Robur
The EU Taxonomy will impact the investment community in many ways. However, it is primarily a tool that will facilitate capital allocation to environmentally sustainable activities, enabling investors to identify and respond to opportunities.
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Case studyEU taxonomy alignment case study: Osmosis Investment Management
Osmosis believes the taxonomy is a useful tool for investors to improve their analysis of corporate sustainability initiatives.
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Case studyEU taxonomy alignment case study: StepStone Group
As a global investor and advisor across private markets - encompassing private equity, infrastructure, real estate and private debt - StepStone recognises the need for clear definitions and consistency in implementation frameworks to facilitate increased capital flow into sustainable investment opportunities.
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Case studyEU taxonomy alignment case study: La Financiere de l’Echiquier
La Financière de l’Echiquier has been involved in responsible investment for more than ten years and currently manages six Socially Responsible Investment (SRI) funds. We also manage other funds within an ESG integration strategy and as responsible asset managers we strive to understand, implement and comply as quickly as possible ...
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Case studyEU taxonomy alignment case study: Invesco Ltd
The taxonomy can be a valuable reference point for investors and companies measuring sustainability and translating this into financial value (revenues, capex, opex).
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Case studyEU taxonomy alignment case study: Impax Asset Management
Impax is a specialist asset manager focused on investing in opportunities arising from the transition to a sustainable economy.
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Case studyEU taxonomy alignment case study: AXA Investment Managers
AXA IM has established a definition of green investing for both investment and reporting purposes, using a grid organised around four green categories.
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Case studyEU taxonomy alignment case study: Morgan Stanley Investment Management
As the number of signatories to the Principles for Responsible Investment (PRI) rises, and ESG-integrated assets under management (AUM) across the world reach over $30 trillion, carbon emissions and global temperatures also continue to rise.
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Case studyEU taxonomy alignment case study: Ostrum Asset Management
Ostrum AM strongly believes that a taxonomy is essential to define whether ’green’ investments are detailed and coherent; a view shared by our main clients. Indeed, CNP Assurances asked us to develop this case study (taxonomy impact on Green Bonds (GB))
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Case studyUsing climate change scenarios in asset liability modelling
Case study by BCI Signatory type: Investment manager Region of operation: Canada Assets under management: CAD$171bn Why ESG is vital for boosting long-term value Asset allocation is the main determinant of a fund’s overall risk and return and, therefore, is the most important decision that our clients ...
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Case studyThe importance of corporate governance in strategic asset allocation
Case study by Aberdeen Standard Investments (ASI) Signatory type: Investment manager Region of operation: Global Assets under management: US$500bn Aberdeen Standard Investments (ASI) is a large diversified asset management company based in the UK. We manage over US$500bn of assets for a variety of institutional and retail clients ...
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Case studyStrategic asset allocation: adopting a dynamic multiperiod world perspective
Case study by LocalTapiola Asset Management Ltd Signatory type: Investment manager Region of operation: Finland Assets under management: US$12.2bn Why a multi-period SAA approach outpaces a static strategy Strategic asset allocation (SAA) is key for every long-term investor. It is the critical decision which will define whether an ...
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Case studyAligning strategic asset allocation to a +1.5°C world: a proposed framework
Case study by AXA Investment Managers
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Case studyIntroducing a sustainability budget to asset allocation decisions
Case study by Schroder Investment Management Organisation type: Investment manager Region of operation: Global Assets under management: £470.5bn Why creating a sustainability budget can help multi-asset investors reach their ESG goals Whatever the reasons for considering environmental, social and governance (ESG) criteria and sustainability in a portfolio, managing ...
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Case studyIncorporating ESG into long term investment return forecasts
Case study by Schroder Investment Management Signatory type: Investment Manager Region of operation: Global Assets under management: £470.5bn Why ‘environmental disruption’ could impact long term investment returns Over the last few years, we have been considering the economic and disruptive forces we think will shape the future investment ...
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Case studyA total portfolio approach to climate alignment, ESG integration and real-world impact
Case study by The Scott Trust Limited (Guardian Media Group) Signatory type: Asset owner Region of operation: UK Assets under management: £1 billion Why ESG plays a vital role in our asset allocation decisions The Scott Trust is the owner of the Guardian Media Group, which publishes The ...
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Case studySustainable Development Goals (SDGs) as a tool for strategic asset allocation
Case study by Brunel Pension Partnership Signatory type: Asset owner Region of operation: UK Assets under management: £30bn Why SDGs can be a vital tool in strategic asset allocation Strategic asset allocation (SAA) is set by each of our clients on an individual basis. We use the Sustainable ...
