All Listed equity articles – Page 7
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Technical guide
Integrating climate-related risks and opportunities into investment processes
The PRI defines integration as “the explicit and systematic inclusion of [climate change] issues in investment analysis and investment decisions.”
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Technical guide
Low-carbon, climate-aligned investment opportunities
The shift towards renewable energy is building, recording its highest growth rate of any energy source recorded in 2017.
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Technical guide
Low-carbon investing and green and climate-aligned bonds
Climate (or climate-aligned) bonds refer to labelled and unlabelled bonds for which proceeds are intended to finance projects and activities that contribute to a low-carbon and climate-resilient economy. Green bonds refers to explicitly labelled bonds for which the proceeds will be exclusively used to finance, or re-finance (in part or ...
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Technical guide
Low-carbon investing and unlisted strategies and assets
Investments in clean energy across unlisted asset classes (such as property, private equity, infrastructure, agriculture and timberland) and projects (such as renewable energy and energy efficiency projects) is clearly growing (see below).
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Technical guideHow to invest in the low-carbon economy
Institutional investors’ responsibility to manage and protect their beneficiaries’ assets must include considering the impacts of climate change.
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Article
What is ESG integration?
The term “ESG integration” is often used when talking about ESG investing.
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Technical guide
BofA Merrill Lynch Global Research's ESG in equities investing study
In June 2017, BofA Merrill Lynch Global Research released follow-on research to a December 2016 study that evaluated the reliability of ESG data (based on Thomson Reuters’ scoring system) as a signal of future volatility and directional trends in equity market valuations.
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Technical guide
Calvert Research and Management's ESG in fixed income investing study
The CFA survey revealed that ESG integration is more of a mainstream practice in equities compared to fixed income – in the US and other parts of the world.
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Technical guide
The PRI’s ESG and alpha study
The PRI recently conducted a study based on portfolio analytics and ESG data provided by MSCI ESG Research to evaluate the efficacy of optimal mean-variance equities portfolios optimized with assets that had improving ESG scores (momentum strategy) versus high absolute ESG scores (tilt strategy) across the world and geographic regions, ...
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Technical guide
The CFA Institute's ESG survey
In May 2017, the CFA Institute surveyed its members on how they use ESG integration in their investment practices as well as to gauge their perceptions of ESG issues and data.
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Technical guide
Transparency: A key component of active ownership
Transparency is a key component of active ownership and it forms part of many stewardship codes and principles (i.e. Principle 6, the ICGN Global Stewardship Principles, the OECD Responsible Business Conduct for Institutional Investor and several national stewardship codes).
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Technical guide
Assessing external managers and service providers in listed equity investing
When investors decide to partially or fully outsource their active ownership activities to investment managers or specialised service providers, defining criteria to select, appoint and monitor third parties is crucial.
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Technical guide
Engagement and voting practices in listed equity
The first step to identify targets for engagement is setting up regular monitoring of investee companies on ESG issues which represent value at risk or potential opportunities for long-term financial performance and impact on the real economy.
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Technical guide
Developing an active ownership policy
The first phase of active ownership involves reviewing the investor’s overall investment strategy, including the vision, mission and investment principles of the organisation.
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Technical guide
Introduction to active ownership in listed equity
Active ownership is one of the fastest-growing responsible investment strategies in listed equity globally.
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Webinar
PRI update on ESG for CIEBA members
On February 21, 2018, the PRI ran a webinar for Committee on Investment of Employee Benefit Assets (CIEBA) members called, “Principles for Responsible Investment Update”.
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Technical guide
Financial performance of ESG integration in US investing
This briefing paper has been prepared for investment professionals (particularly trustees and investment consultants) interested in the benefits of ESG integration to investment outcomes in the US.
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Technical guide
A practical guide to active ownership in listed equity
This report outlines concrete steps to make active ownership an effective tool to support long-term value creation in listed equity investing.
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Webinar
Piloting PRI climate-related disclosure indicators
As a participant of the Financial Stability Board (FBS) Taskforce on Climate-related Financial Disclosure (TCFD), the PRI has committed to align its reporting framework with the recommendations over several reporting cycles.
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Podcast
Behind the scenes look at the Modern Slavery Statement
Georgie Erangey, an independent business and human rights consultant joins the PRI’s Naheeda Chowdhury to explore the challenges and opportunities presented by section 54 of the UK Modern Slavery Act and how this ground-breaking disclosure clause will impact organisations beyond their first year statement. Together, they discuss the role that ...
