All Listed equity articles – Page 4
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Webinar
Managing systemic issues through active ownership
All PRI signatories have a duty to be active owners, yet conceptions of and actual practice related to active ownership vary significantly, particularly in real assets, private equity and private debt.
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Engagement guide
Climate transition plan votes: investor briefing
Investors face a complex set of considerations when deciding how to vote on climate transition plans. This briefing explores those issues; provides resources to assess climate transition plans; and offers guidance on how to address plans that are insufficient.
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Blog post
ESG incorporation in listed equity – thoughts on best practice
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.
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Podcast
ESG leadership in listed equity episode 3
In this episode of the PRI podcast, the PRI’s senior lead in listed equities, Michal Bartek speaks with Edris Boey of Maitri Asset Management.
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PRI Web Page
Providers 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
VBV - Vorsorgekasse AG: VBV´s ESG incorporation process
Case study by VBV - Vorsorgekasse AG
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Case study
Northern Trust Asset Management: Developing an NT ESG Vector Score
Case study by Northern Trust Asset 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
ClearBridge Investments: Understanding stock performance and financial characteristics of fundamentally derived ESG ratings
Case study by ClearBridge Investments
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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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Case study
ABANCA Vida y Pensiones / ABANCA Seguros: ESG in Alpha 360 Methodology
Case study by ABANCA Vida y Pensiones / ABANCA Seguros
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Webinar
Listed equity for the next 10 years
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 ...
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Podcast
ESG leadership in listed equity episode 2
In this episode of the PRI podcast, the PRI’s senior lead in listed equities, Michal Bartek speaks with Peter Michaelis of Liontrust. They reflect on the key developments in responsible investing in decades past, discuss the likely issues in the next decade and explore what it takes for listed equity ...
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Podcast
ESG leadership in listed equity episode 1
In this episode of the PRI podcast, the PRI’s director of investment practices, Toby Belsom speaks with Alex van der Velden of Ownership Capital.
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Case study
Monitoring the proxy voting practices of external managers
Organisation name: Hong Kong Monetary Authority (HKMA) Signatory type: Asset owner Region of operation: Hong Kong SAR Assets under management: US$539 billion[1] Why we monitor proxy voting practices of external managers As Hong Kong’s central banking institution, manager of the Exchange Fund and a responsible investor, we believe that ...