Listed equity

Responsible investment allows listed equity investors to make better informed investment decisions by integrating all material factors, including material ESG factors, into investment analysis, valuations and decisions.

ESG incorporation best practice blog

ESG incorporation in listed equity – thoughts on best practice

2022-02-03T08:00:00+00:00

Valuation and risk models must be sufficiently long term to capture the full impact of ESG risks and opportunities. There are trade-offs between capturing the benefits of deep ESG analysis and building a portfolio that adheres to traditional diversification approaches.

Due diligence questionnaire

Responsible investment DDQ for listed equity investors

This due diligence questionnaire (DDQ) has been developed to help investors understand and evaluate listed equity managers’ approaches to responsible investment.

Snapshot

Listed equity snapshot 2017 – 2020

Explores how and where approaches to incorporating ESG, active ownership and proxy voting in listed equities has changed.

Report

Implementing the EU taxonomy: An update to the PRI’s ‘Testing the Taxonomy’ report

This paper explores how investors are implementing the regulation

Digital conference highlight

Listed equity for the next 10 years

2021-11-17T14:10:00+00:00

Plenary session 8: Listed equity for the next 10 years Speakers: Hervé Guez, Global Head of Research and CIO of Equities & Fixed Income, Mirova Carolina Minio-Paluello, Global Head of Product, Solutions & Quant, Schroders John Quealy, Chief Investment Officer, Trillium Asset Management Laura Starks, Professor, The University of Texas ...