All Reports/Guides articles – Page 23
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Reports/Guides
Investor obligations and duties in six Asian markets: South Korea
Options for action in South Korea
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Reports/GuidesInvestor obligations and duties in six Asian markets
In China, Hong Kong, India, Malaysia, Singapore and South Korea there are compelling national interest reasons for policy makers to promote the incorporation of environmental, social and governance factors into investment practice.
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Reports/Guides
Montréal Carbon Pledge: Accelerating investor climate disclosure
Novethic research center has screened and analysed the climate disclosures of the 120 Montréal Pledge signatories who have committed to measure and disclose their portfolio carbon footprints between September 2014 and May 2015.
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Reports/Guides
Greening institutional investment
This paper takes stock of institutional investor experience with mobilising green capital for green investment and mainstreaming green factors across asset classes.
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Reports/Guides
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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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.
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Reports/Guides
The impact of ESG integration on the investment process
Fully integrating ESG factors into a new or existing investment process takes time and often requires trial and error. Many variables are involved and approaches differ between organisation and even between teams.
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Reports/Guides
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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Reports/Guides
ESG integration techniques for equity investing
ESG factors can be integrated throughout a listed equity portfolio, right across the active-to-passive spectrum.
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Reports/Guides
A practical guide to ESG integration for equity investing
To guide investors – both asset owners and investment managers – who are implementing ESG integration techniques in their investment decisions and processes, this report is the most comprehensive description to date of what ESG-integrated analysis is, and how it works in practice.
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Reports/Guides
ESG integration in sell-side equities research
Sell-side brokers integrate ESG information with traditional financial information – by leveraging their financial information systems, their access to company management, and the expertise of mainstream, sector-focused investment analysts – to improve research.
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Reports/Guides
ESG integration in passive and enhanced passive strategies
Some investors believe that as a manager cannot make active investment decisions in passive strategies, ESG factors cannot be integrated in passive investments as this may cause performance to deviate from the benchmark’s. Passive strategies can incorporate ESG factors, however.
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Considering ESG integration in manager selection
Selecting an investment manager that can act in accordance with an asset owner’s investment preferences requires thorough due diligence of the manager’s investment approach and performance, investment process, stock selection and portfolio construction decisions.
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Reports/Guides
ESG integration in smart beta strategies
In smart beta strategies, ESG factors and scores can be used as a weight in portfolio construction to create excess risk-adjusted returns, reduce downside risk and/or enhance portfolios’ ESG risk profile.
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Assessing external managers' approach to ESG integration
To integrate ESG considerations into their externally managed assets, asset owners (or their investment consultants) will assess external managers’ integration practices.
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Considering ESG integration in manager appointment
Once the most eligible asset manager is selected, asset owners can include ESG terms in the investment management agreement (IMA) to formalise their expectations.
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Reports/Guides
Montréal Carbon Pledge: accélérateur de reporting pour les investisseurs
Le centre de recherche de Novethic a analysé les engagements des 120 signataires du Montréal Carbon Pledge qui se sont engagés à réaliser et à publier leur empreinte carbone entre septembre 2014 et mai 2016.
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Is regulation perceived as impactful?
Investors perceive some regulation as impactful – but not as much as our quantitative results suggest.
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Reports/Guides
Global guide to responsible investment regulation
The first global study to analyse the impact of responsible investment-related public policy initiatives
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Reports/Guides
How effective are responsible investment investor regulations?
Pension fund regulation and stewardship codes are correlated to better company ESG risk management – though we can’t prove that regulation is responsible for the result.
