All Listed equity articles – Page 2
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Blog post
Part II: ESG factors and returns – a review of industry research since 2021
By Toby Belsom, Director, Investment Practices, PRI, and Bowie Ko, Research Analyst, PRI
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Recording
PRI in Person & Online: Breakout 6D - The rise of passive investments
This session discusses the role of passive investment products in addressing sustainability risks and contributing to sustainable markets, including an exploration of the successes and shortcomings of an expanding passive investment market.
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Recording
PRI in Person & Online: Breakout 1E - M&A, divestment and capital expenditure
Divestment of high-emitting companies from portfolios, and sales of polluting assets by companies – are they the way forward to net zero?
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Case study
Itaú AM: Integrating climate scenarios into investments
Considering climate risks and opportunities in the investment process
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Case study
UBS SDIC FMC: Bridging the gap in ESG integration standards
Developing ESG integration practices through investing in non-domestic markets
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Case study
SBIFM: Applying an ESG assessment framework to IPO companies
Leveraging the pre-listing period to improve companies’ ESG data disclosures
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Blog post
Altruism or self-interest: What drives employees to invest in their companies?
By Maxime Bonelli, HEC Paris; Marie Brière, Amundi, Paris Dauphine University, and Université Libre de Bruxelles; and François Derrien, HEC Paris
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Engagement guide
Climate transition plan votes: Investor update
The increasing popularity of votes on transition plans, also known as say on climate votes, requires investors to understand the signals and potential consequences of such votes.
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Case study
Sycomore Asset Management: Assessing the societal contribution of companies
SDG outcomes case study
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Webinar
Academic Network Conference: shareholder engagement
What have we learned in a decade of academic research on stewardship and shareholder engagement? We will present the state of the art of research on the topic and discuss the most urgent questions we should address.
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Case study
Allianz: Decarbonisation strategy for listed equity
Differentiated approach addresses the range of strategies used within a core-satellite structure.
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Case study
ClearBridge Investments: Verifying net-zero alignment
Investment universe shaped by net-zero alignment assessments
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Case study
RBC Global Asset Management: Measuring portfolio net-zero alignment
Suite of climate metrics used to gauge weighted average carbon intensity of portfolios
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Case study
FAMA Investimentos: Net-zero emissions
Brazilian investment manager outlines how it assesses its carbon footprint and contributes to the UN’s Sustainable Development Goals on climate change
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Case study
Abrdn: Climate scenario and analytics platform
Abrdn has developed a market-leading climate scenario and analytics platform, which provides investment insight missing from standard approaches
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Case study
China Southern Asset Management: Application of a carbon emissions database
China Southern Asset Management is one of the first Chinese asset managers to establish a carbon emissions database covering all equity portfolios
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Blog post
And now the hard part… implementing climate commitments
By Toby Belsom, Director, Investment Practices, PRI
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Discussion paper
Achieving climate commitments in multi-asset portfolios
This report helps asset owners address the complexity of implementing a climate commitment across multi-asset portfolios.
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Blog post
Do climate initiatives reduce companies’ cheap talk?
By Julia Bingler, Council on Economic Policies; Mathias Kraus, University of Erlangen-Nuremberg; Markus Leippold, University of Zurich and Swiss Finance Institute; and Nicolas Webersinke, University of Erlangen-Nuremberg