All Fixed income articles – Page 4
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PRI Web PageProviders of Scenario Analysis and Climate Risk Metrics
For a detailed explanation of the methodology of scenario analysis and climate risk providers, see Taming the Green Swan (2020) by Julia Anna Bingler and Chiara Colesanti Senni.
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Case study
Tabula Investment Management: Launching a Paris-aligned bond ETF
Case study by Tabula Investment Management
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Case study
Neuberger Berman: Developing a net zero multi-asset class portfolio solution
Case study by Neuberger Berman
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Case study
MFS Investment Management: Creating a framework to turn thematic plastic research into actionable investment insights
Case study by MFS Investment Management
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Case study
E Fund Management: Responsible investment in China with a technology lens
Case study by E Fund Management
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Case study
Andra AP-fonden (AP2): Aligning the portfolio with the EU Paris-aligned Benchmark
Case study by Andra AP-fonden (AP2)
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Webinar
ESG in credit risk and ratings: broadening the outreach to investment consultants
Investment consultants are critical stakeholders in the investment chain, as they can play a key role in supporting asset owners to develop responsible investment practices. This webinar explores the extent to which ESG incorporation in fixed income approaches are developing and how gaps are being addressed, based on the findings ...
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Workshop summary
ESG in credit risk: Workshop with EU banks
Credit analysts met with 14 representatives from eight EU banks to discuss the importance of good governance, the increased focus on cybersecurity and the new Sustainable Finance Disclosure Regulation
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Webinar
US municipal bonds: addressing the data differences for ESG integration
Does the ESG data used by investors to assess US municipal and corporate bonds differ, and is there enough self-reported issuer data available? Which ESG risk area has the biggest data limitations, and what role could bondholder engagement play in enhancing data disclosure? Featuring a muni bond issuer, an investor ...
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Case study
ESG Integration, Investment-Led, Expert-Driven
Case study by J.P. Morgan Asset Management
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Webinar
ESG in credit risk and ratings: from performance to prospect assessment
This session will bring together credit analysts and corporate representatives to discuss how to balance static versus strategic ESG disclosure. It will also explore how to promote a more forward-looking approach to credit risk analysis through bondholder engagement and better issuer communication.
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Blog post
Private equity sponsors and lenders align to standardise ESG disclosure during due diligence
By Sanaz Raczynski, Head of ESG at Kohlberg & Company; Allison Spector, Head of ESG at One Rock Capital Partners and formerly at Churchill from Nuveen; Peter Dunbar, Senior Specialist and Carmen Nuzzo, Head of Fixed Income, Investment Practices, PRI
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Workshop summary
ESG in credit risk: Workshop with utilities companies
Corporate bond investors and analysts met with eight companies from the utilities sector to discuss progress on capturing ESG opportunities and mitigating risks. Discussions focused on the financial materiality of ESG, and the expected impact of utilities’ sustainability efforts on their creditworthiness.
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Thought leadership
Broadening the outreach to investment consultants
Investment consultants are critical stakeholders in the investment chain, advising institutional asset owners on a range of issues, including the selection, appointment and monitoring of external managers. They can play a key role in supporting asset owners to develop responsible investment practices, and to assess their investment managers’ ESG incorporation ...
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Webinar
Do ESG information providers meet the needs of fixed income investors?
This webinar presents the main conclusions of discussions between credit analysts and ESG information providers of different specialism and scope, on how useful their data and service offerings are for fixed income investors, how the current products are evolving and where gaps remain.
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Webinar
ESG Integration in the US Municipal Bond Market
This webinar will present the main findings from ESG Integration in Sub-Sovereign Debt: The US Municipal Bond Market, the first in a series of reports examining this unique and diverse market segment.
