All Listed equity articles – Page 4
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Case studyEU taxonomy alignment case study: La Française
La Française has been involved in responsible investment for more than a decade and our Carbon Impact product series has been a key element of our ESG investment strategy.
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Case study
EU taxonomy alignment case study: Swedbank Robur
The EU Taxonomy will impact the investment community in many ways. However, it is primarily a tool that will facilitate capital allocation to environmentally sustainable activities, enabling investors to identify and respond to opportunities.
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Case study
EU taxonomy alignment case study: Osmosis Investment Management
Osmosis believes the taxonomy is a useful tool for investors to improve their analysis of corporate sustainability initiatives.
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Case study
EU taxonomy alignment case study: La Financiere de l’Echiquier
La Financière de l’Echiquier has been involved in responsible investment for more than ten years and currently manages six Socially Responsible Investment (SRI) funds. We also manage other funds within an ESG integration strategy and as responsible asset managers we strive to understand, implement and comply as quickly as possible ...
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Case study
EU taxonomy alignment case study: Invesco Ltd
The taxonomy can be a valuable reference point for investors and companies measuring sustainability and translating this into financial value (revenues, capex, opex).
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Case study
EU taxonomy alignment case study: Impax Asset Management
Impax is a specialist asset manager focused on investing in opportunities arising from the transition to a sustainable economy.
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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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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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Blog post
The evolution of screening: from ‘sin’ to sophistication
By Toby Belsom, Director Investment Practices, PRI and Catie Wearmouth, Investment Practices Consultant, PRI
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Blog post
Highlights of the signatory survey on passive strategies and ESG
By Toby Belsom, Director, Investment Practices
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Introductory guide
An introduction to responsible investment: listed equity
A guide to managing ESG issues in listed equities
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Discussion paper
How can a passive investor be a responsible investor?
Passive funds and responsible investment have been two of the key themes in asset management over the last 10 years.
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Blog post
Siemens, Glencore, Bayer and Anadarko: Why ESG should play a key part in M&A
By Toby Belsom, Director, Investment Practices, the PRI
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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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Blog post
Uber IPO: what are the ESG risks and opportunities?
By Toby Belsom, Director of Investment Practices, the PRI
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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
