All Fixed income articles – Page 6
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Case studyCreating an ESG framework for multi-strategy hedge fund manager research
Case study by BlackRock
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Webinar
Deforestation as a credit risk
This webinar looks at deforestation from a credit risk perspective, by exploring how it may affect the probability of default of a debt issuer or of an issue, with various participants of the investment chain.
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Workshop summary
ESG in credit risk: Workshop with sub-investment grade borrowers (Part 2a)
Credit analysts met with 20 companies in a range of sectors to discuss ESG engagement and disclosure in the high-yield market. This is the first of two linked reports covering different aspects of their discussions.
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Workshop summary
ESG in credit risk: Workshop with sub-investment grade borrowers (Part 2b)
Credit analysts met with 20 companies in a range of sectors to discuss ESG engagement and disclosure in the high-yield market. This is the second of two linked reports covering different aspects of their discussions.
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Webinar
PRI Canada: Fixed Income Deep Dive & New Reporting Insight
Join us to learn more about the great work our fixed income team has been doing, review best practices, and discuss what fixed income reporting looks like in the new reporting framework.
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Webinar
Governance assessment: a similar approach for equities vs. debt investors?
Governance evaluation is prominent in ESG analysis and security pricing. During this webinar, we will explore whether and to what extent governance factors are assessed differently by equity and fixed income investors, including relevant metrics.
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Blog post
Responsible fixed income investment – investors are starting to catch up
By Carmen Nuzzo, Head of Fixed Income, PRI, and Jonathan Jones, Analyst, Fixed income, PRI
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Workshop summary
ESG in credit risk: Workshop with Swiss issuers
This workshop featured four companies from the chemical, financial and food sectors. It was attended by 17 investors from 13 organisations, as well as representatives from seven CRAs and several industry associations.
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PRI reporting analysis
Fixed income snapshot 2019
This snapshot explores how and where approaches to incorporating environmental, social and governance (ESG) factors in publicly traded fixed income securities have changed from 2017 to 2019, based on current practices among the PRI’s global signatory base.
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Workshop summary
ESG in credit risk: Workshop with French sub-investment grade borrowers
Corporate bond investors met with five French companies in the facilities-management, debt repurchasing, retail, rental and shipping sectors. Six credit ratings agencies and 34 investor and bank analysts also participated.
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Workshop summary
ESG in credit risk: Workshop on ESG disclosure in leveraged finance
This workshop convened key market participants – including fixed income investors, borrowers, bankers, lawyers, credit rating agencies and private equity sponsors – to discuss the rationale and the importance of company disclosure of ESG information and data.
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Webinar
US Insurers and ESG Incorporation in Credit Risk
The global fixed income community is increasingly seeking ways to factor in ESG criteria and sustainability considerations when allocating capital and managing risks; and the majority of credit ratings agencies have begun to reflect ESG factors in credit risk analysis.
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Case study
Analysis of the impact of an investment portfolio on society and on SDGs
Case study by VidaCaixa
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PRI Web Page
Bringing credit analysts and issuers together: workshop series
Read the highlights of the workshop series that brings the corporate side into the conversation on how to better integrate ESG factors in credit risk analysis, and check the list of upcoming events
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Case study
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 mix. In our MS ...
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Workshop summary
ESG in credit risk: Workshop with sub-investment grade borrowers (Part 1)
Corporate bond investors met with 13 companies from the debt repurchasing, healthcare, telecoms and paper and packaging sectors. Three credit ratings agencies also participated. The discussions explored whether credit ratings impact on companies’ consideration of ESG in their businesses, and on how investors assess them.
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Case study
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 Mainly fixed income including some green bonds (GBs) ...
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Case study
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 green bonds strategy Asset class Fixed income ...
