All Fixed income articles – Page 3
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News and pressPRI releases ESG factor map to support collaboration between Private Equity and Private Credit Investors
The Private Credit (PC) - Private Equity (PE) ESG Factor Map is designed to facilitate collaboration between sponsors, co-investors and lenders.
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PRI Web Page
Call for case studies: Human rights in fixed income
Just as for all businesses, institutional investors have a responsibility to respect human rights, as defined in the UN Guiding Principles on Business and Human Rights (UNGPs). Fixed income investors are no exception.
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Article
The ASCOR Project: Progress report
The Assessing Sovereign Climate-related Opportunities and Risks (ASCOR) Project has been established to create a tool giving investors a common understanding of sovereign exposure to climate risk and of how governments plan to transition to a low-carbon economy.
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Webinar
Tackling ESG factors in Canada’s provincial and municipal bonds
This webinar will explore how investors in Canadian provincial and municipal bonds can assess and incorporate ESG factors in their investment decisions.
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Case study
Manulife Investment Management: enhancing gender diversity in Chinese holdings
Case study by Manulife Investment Management
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Case study
Southern Asset Management: fixed income engagement in the Chinese context
Case study by Southern Asset Management (SAM)
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Webinar
Closing the funding gap: responsible investment in emerging markets
Investment in emerging markets remains substantially below the levels required to achieve the Sustainable Development Goals and the Paris Agreement. In this webinar, we’ll explore how investors and other stakeholders can help close this gap - from developments at the policy level, to asset allocation and engagement with portfolio companies.
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Workshop summary
ESG in credit risk: Workshop with insurance companies
Corporate bond investors and analysts met with two life insurance groups and discussed issues including the importance of good corporate governance in the sector and the societal cost of the energy transition.
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Podcast
Spotlight on human rights: addressing sovereign bondholders’ challenges
In this episode of the PRI podcast, Jasper Cox, Investment Practices Analyst at the PRI, speaks with Camilla Ogunbiyi, Senior Sovereign ESG Analyst at Nordea Asset Management, and James Lockhart Smith, Vice President for Markets at Verisk Maplecroft.
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Discussion paper
Closing the funding gap: The case for ESG incorporation and sustainability outcomes in emerging markets
How investors can use responsible investment practices to manage risk and meet return objectives while working towards closing the emerging markets funding gap.
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Workshop summary
ESG in credit risk: Workshop with North American banks
Credit analysts met with six representatives from four US and Canadian banks to discuss the importance of good governance, the challenges for banks in gauging clients’ climate exposure, and their concerns over sustainable finance regulation.
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Podcast
The US opioid crisis and municipal funding
This podcast explores how the US opioid crisis plays out at the local level, with repercussions not just on lives lost and healthcare costs, but also US municipal bonds and the cost of local authorities’ funding.
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Thought leadership
Are the TCFD recommendations useful for credit risk analysis?
Read about how investors and credit rating agencies use the information provided by companies following the recommendations of the Taskforce on Climate-related Financial Disclosures in their credit risk analysis.
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Webinar
ESG in credit risk and ratings: Modelling uncertainty in credit risk
This webinar, organised as part of the ESG in Credit Risk and Ratings Initiative, explores the differences between forecasts and scenario analysis, in particular, how to consider different time horizons in credit risk assessments.
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Blog post
Fixed income investing: delivering returns and achieving outcomes
The diversity and complexity of debt markets bring unique challenges when incorporating ESG factors in investment decisions, however opportunities for responsible investors abound.
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Workshop summary
ESG in credit risk: Workshop with UK banks
Credit analysts met with seven representatives from four UK banks to discuss governance and litigation risk, climate change and the net-zero transition, and the prospects for new financing structures such as social bonds.
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Discussion paper
Human rights in sovereign debt: the role of investors
Investors in sovereign debt have less leverage on human rights issues than investors in equities or corporates. But they are not powerless. In this report, we outline three steps sovereign investors can take when considering human rights issues in their investment decisions and we propose a range of responses.
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Webinar
UK Climate Financial Risk Forum: deep dive on data, metrics and legal risks
Join us to hear the highlights from the Forum’s second-year report, including a dashboard on data and metrics, managing legal risk as well as comparative analysis of what to expect from common law countries such as the US.
