All Fixed income articles – Page 13
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Case study
Resilience to climate change in the UK water sector
Case study by Royal London Asset Management
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Case study
Integrating ESG factors in partnership with an NGO
Case study by Allianz Group in Austria
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Case study
The business case for considering ESG dynamics in sovereign bonds
Case study by Global Evolution
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Case study
E&S-themed investing case study: Local Government Super
Case study by Local Government Super
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Case study
E&S-themed investing case study: Wespath Investment Management
Case study by Wespath Investment Management
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Technical guide
Fixed income investor guide
The Fixed income investor guide summarises the unique characteristics of fixed income with its various subcategories of issuers and instruments. It helps to explain why fixed income investors should take a bottom-up approach to RI while borrowing from the experiences of other asset classes, such as listed equities.
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Technical guide
Integrating ESG factors into issuer analysis
In fixed income, a key application for ESG information is to inform analysis of issuer creditworthiness. ESG issues, such as corruption or climate change, are potential risks to macro factors that may affect an issuer’s ability to repay its debt.
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Technical guide
Integrating ESG factors into sovereign issuer analysis
Based on discussions and presentations with the PRI fixed income sovereign working group, this report is a primer that provides an initial conceptual framework exploring ESG issues that might be material to sovereign bond risk assessments and pricing (2014).
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Technical guide
Integrating ESG factors into corporate issuer analysis
Analyses of governance factors such as remuneration and financial auditing are common among bond investors, but few systematically integrate a wide range of ESG factors into credit analysis.
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Technical guide
ESG screening in fixed income investing
Fixed income investors apply ESG filters or screens to their investment universe to control which issuers or securities are considered for investment. This is an effective way of ensuring their investments are aligned with their (client’s) ethical motivations and reduces reputational risks.
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Technical guide
Engaging issuers on ESG issues
Debt and equity holders both stand to benefit financially from successful engagements, as ESG-related risks are mitigated and opportunities maximised.
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Technical guide
Themed fixed income investing
Investment products such as green bonds are seen by many as a way of addressing ESG risks such as climate change and water scarcity.
