All Listed equity articles – Page 8
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PodcastInvestors and responsible labour practices in the apparel industry
Måns Carlsson- Sweeny (Ausbil Investment Management) joins the PRI’s Bettina Reinboth to explore how investors can engage with apparel companies to encourage better labour practices in the apparel industry. They discuss PRI’s recent investor briefing on the topic, including various red flags that investors should look out for which may ...
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Webinar
PRI in Person 2017: Integrating ESG for long term, sustainable returns
This session looks at how leading investors in different fields have embedded responsible investment into their business models and how they have ensured that sustainability is at the heart of their operations.
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Webinar
PRI in Person 2017: Is shareholder engagement adding value?
This session unveils the findings of two pieces of PRI-commissioned research into shareholder engagement.
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News and press
CFA Institute and the PRI partner on ESG outreach, focus on global workshops, ESG survey and expanded ESG survey
We are pleased to announce some of the positive results of a partnership between CFA Institute and the Principles for Responsible Investment (PRI) announced in May, which include a major study, the launch of 20 global workshops starting in October, and a proposed multilingual environmental, social, and governance (ESG) survey ...
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News and press
PRI teams with CFA Institute for global study on ESG investing
The Principles for Responsible Investment (PRI) and CFA Institute today announced that they will collaborate on a global study on environmental, social and governance (ESG) investing in a move to determine how widely ESG issues are used by mainstream investors.
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News and press
PRI releases new guide on how to integrate social issues into investment decisions
To help investors integrate social issues into their investment decisions, the PRI has released a new practical guide, ESG integration: how are social issues influencing investment decisions?
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Podcast
Corporate tax responsibility
Robert Wilson (MFS Investment Management) joins the PRI’s Athanasia Karananou to discuss the issue of tax and why this matters to investors. This covers Robert’s work as part of a PRI-led investor taskforce to explore and engage on the issue of corporate tax responsibility.
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Blog post
How ESG investing affects financial performance
Integrating ESG factors is beneficial for investment decision making. Increasing numbers of asset owners and investors can agree on this, but there is a growing realisation that deeper analysis is required.
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Podcast
Corporate climate lobbying in the U.S.
Kathy Mulvey (Union of Concerned Scientists) joins the PRI’s Paul Chandler to discuss why corporate lobbying on climate change matters to investors, as well as the findings from UCS’ new report: The Climate Accountability Scorecard - Ranking Major Fossil Fuel Companies on Climate Deception, Disclosure, and Action.
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Case study
Selecting stocks through a modular investment process
Case study by Arabesque Asset Management
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Case study
Joining financial and long-term sustainable performance objectives
Case study by AXA Investment Managers
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Technical guide
Monitoring managers' ESG integration
To review investment performance and managers’ integration practices, asset owners: organise periodic monitoring meetings with investment managers; ask them to complete questionnaires/regularly report; and/or use methods such as peer analysis, internal scoring systems and portfolio analytic tools.
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Technical guide
ESG integration in fundamental strategies
When integrating ESG factors into investment analysis, they are examined alongside other valuation drivers. It has been more common to process ESG factors through qualitative analysis, but investors are increasingly also quantifying and integrating ESG factors into financial forecasting and company valuation models, in alignment with other financial factors.
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Technical guide
ESG integration in quantitative strategies
ESG integration has historically only been associated with fundamental strategies, but this perception is slowly changing as several quant managers are now integrating ESG factors into their valuation models and investment decisions.
