All Fixed income articles – Page 7
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Case studyEU taxonomy alignment case study: MN
The EU taxonomy can help show which eligible economic activities are environmentally sustainable and reflect a shift in the regulatory understanding of ’sustainable investing’ from risk mitigation to positive contribution, offsetting concerns over “greenwashing”.
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Case study
EU taxonomy alignment case study: ESG Portfolio Management
ESG Portfolio Management’s mission is to advise a diversified set of investment funds and mandates, including on ESG factors, SDG impacts and climate risk.
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Case study
EU taxonomy alignment case study: BlueBay
BlueBay supports the Commission’s Action Plan to ensure future economic development is founded on environmentally sustainable and socially responsible practices.
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Case study
EU taxonomy alignment case study: Robeco
In April 2020, Robeco launched a Global Green Bond (GB) fund. The eligibility of GBs is based on a proprietary framework, under which the use of issuance proceeds should be aligned with the EU Taxonomy.
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Case study
EU 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 study
EU 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 study
EU 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 study
EU 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 study
EU 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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Technical guide
Testing the taxonomy: insights from the PRI Taxonomy Practitioners Group
This report shares insights from the first comprehensive set of case studies around how to use the EU Taxonomy.
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Article
ESG, credit risk and COVID-19
Issuers’ crisis preparations and responses, and bondholder engagement, are two key areas of focus when considering the credit implications of the COVID-19 pandemic through an environmental, social and governance (ESG) lens.
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Workshop summary
ESG in credit risk: Workshop with French companies
Corporate bond investors met with four blue-chip French companies - Danone, Klépierre, Sanofi and Total - to discuss how to better incorporate ESG into credit analysis. Four ratings agencies also joined the workshop.
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Technical guide
A practical guide to ESG integration in sovereign debt
Designed to help signatories integrate ESG factors into research, analysis and the construction of sovereign debt portfolios, this guide includes lists of data sources, practitioner case studies and a comparison of ESG incorporation techniques (2019).
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Case study
Engaging on green bonds issuers’ contribution to the SDGs
We believe the UN Sustainable Development Goals (SDGs) can serve as an engagement framework used to map out companies’ strategies and assess whether they are addressing material SDGs through their operations and supply chains or have gaps in their strategies regarding specific SDGs.
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Technical guide
ESG integration in Asia Pacific: markets, practices and data
Portfolio managers and analysts are increasingly incorporating environmental, social, and governance (ESG) factors in their investment analyses and processes.
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Blog post
Candidates with both ESG knowledge and investment experience key to furthering ESG integration
By Justin Sloggett, Head of ESG Investment Research, the PRI and Matt Orsagh, Director of Capital Markets Policy, CFA Institute
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Technical guide
ESG integration in Europe, the Middle East, and Africa: Markets, practices and data
Portfolio managers and analysts are increasingly incorporating ESG factors in their investment analyses and processes. However, ESG integration remains in its relative infancy, with investors and analysts calling for more guidance on exactly “how” they can “do ESG” and integrate ESG data into their analysis
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Case study
Thematic bonds: the issuer and investor perspective
Case studies by Massachusetts Bay Transport Authority and Breckinridge Capital Advisors
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Thought leadership
Building a structured framework for ESG consideration in credit risk analysis
Roundtable discussions began considering the various steps that need to be taken to help build a more structured and systematic framework for ESG consideration in credit risk analysis. Three potentially significant steps have been identified so far.
