All Technical guide articles – Page 3
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Technical guideForestry: a growing asset class
The total amount of global institutional investment in forestry has surged from an estimated US$10 billion-US$15 billion in the early 2000s to over US$100 billion today.
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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
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Technical guide
Relating responsible investment to private debt
It is difficult to generalise about implementation of responsible investment in private debt as the latter comprises so many different investment strategies.
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Technical guide
A framework for responsible investment in private debt
There are numerous ESG touchpoints at the various stages of the private debt investment process, as shown in Figure 10.
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Technical guide
Private debt and RI: guidance and advanced practices
The following section explores different responsible investment approaches, emerging industry trends and thought leadership in more detail, including:
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Technical guide
An overview of responsible investment
The six Principles for Responsible Investment are nonprescriptive and aspirational.
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Technical guide
An overview of private debt
Defining private debt Private debt has only recently been considered an asset class in its own right, and the term covers a range of different investment styles and strategies. The term ‘private debt’ is typically applied to debt investments which are not financed by banks and are not issued or ...
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Technical guide
Seven guidelines for investors in inclusive finance
Inclusive finance has proven to be a successful approach to support social and business entrepreneurs, empower families and provide financial services to those that do not have access to regular banking.
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Technical guide
Practical guide for investors in inclusive finance
Integrating the Principles for Investors in Inclusive Finance (PIIF) into the Principles for Responsible Investment (PRI)
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Technical guide
Implementing the TCFD recommendations for oil and gas methane disclosure: introduction
Investors broadly recognize climate change as a material risk and opportunity for their portfolios and expect company disclosure commensurate with that fact.
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Technical guide
Implementing the TCFD recommendations for oil and gas methane disclosure: focus on governance
Methane management is a key governance challenge for companies in the oil and gas sector.
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Technical guide
Implementing the TCFD recommendations for oil and gas methane disclosure: focus on strategy
Methane management is a key strategic challenge for oil and gas companies (See Table 1). Investors will read the strategy section of a TCFD report to understand how methane-related risks and opportunities impact its business, and how met hane mitigation is integrated into the company’s shortand long-term strategies.
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Technical guide
Implementing the TCFD recommendations for oil and gas methane disclosure: focus on risk management
The risk management section of the TCFD focuses on the processes a company has in place to ident ify, assess, prioritize and mitigate climate-related risks.
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Technical guide
Implementing the TCFD recommendations for oil and gas methane disclosure: focus on metrics and targets
The last part of the TCFD’s four-part framework focuses on the metrics and targets companies use to assess and manage material climate-related risks and opportunities.
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Technical guide
Implementing the TCFD recommendations for oil and gas methane disclosure: illustrative implementation
The table below is an il lustrative roadmap of implementation phases for the previous recommendations. The outline is a suggestion, with recognition that each company is on an ind ividual disclosure journey, with varying levels of existing reporting and resources. Adapted from TCFD Secretariat presentation “Beginning the Journey” March 2018.
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Technical guide
Implementing the TCFD recommendations for oil and gas methane disclosure: summary
The mission of the TCFD is to “help companies understand what financial markets want from disclosure in order to measure and respond to climate change risks and encourage firms to align their disclosure with investor needs.”
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Technical guide
Implementing TCFD recommendations for oil and gas methane disclosure
The Task Force on Climate-Related Financial Disclosure (TCFD or the Task Force) published its final recommendations in 2017, and now both companies and investors are moving towards implementation of TCFD’s recommendations.
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Technical guide
Guidance and case studies for ESG integration: equities and fixed income
Set out by the CFA Institute and the PRI, this best practice report helps investors understand how they can better integrate ESG factors into their equity, corporate bond, and sovereign debt portfolios.
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Technical guide
ESG integration in the Americas: markets, practices and data
This report focuses on the current state of ESG integration in the Americas, with reports for EMEA and APAC are scheduled to be released in March 2019.
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Technical guide
Mise en oeuvre des recommendations du groupe de travail sur la publication d'informations financières relatives au climat (TCFD)
Les marchés financiers ont besoin de données de qualité sur les risques liés au climat afin d’opérer efficacement vers la transition énergétique.
