All Technical guide articles – Page 7
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Technical guide
Investment beliefs: Examples from practice
Investment beliefs set the direction for investment policy, investment practice and organisational culture.
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Technical guideAsset owner influence in the investment chain
As providers of capital, asset owners sit squarely at the top of the investment chain.
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Technical guide
Addressing barriers to asset owner action
As providers of capital, asset owners sit squarely at the top of the investment chain.
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Technical guideSustainable real estate investment: Implementing the Paris climate agreement
Identify key drivers and overcome the most common barriers to action for integrating ESG and climate change risks into real estate investments.
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Technical guide
Developing a climate change strategy step three: review
Asset owners can put processes in place to assess how effective they are in implementing their chosen strategies.
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Technical guide
Portfolio climate change strategy three: avoid
Where an asset owner is exposed to companies dependent on fossil fuel reserves (conventional and unconventional oil, gas and coal), reallocation is a way to reduce this exposure, bearing in mind that fossil fuels are a key component of the world economy and that sectors such as electric utilities may ...
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Technical guideDeveloping an asset owner climate change strategy
There is a growing imperative for asset owners to align their investment portfolios with a low-carbon economy.
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Technical guidePortfolio climate change strategy two: invest
Asset owners can consider investing with cilmate change integrated into decision making.
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Technical guide
Portfolio climate change strategy one: engage
Engagement could be effective in various ways.
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Technical guideDeveloping a climate change strategy step two: act
The following groups need to be engaged to decide on appropriate strategies: senior decision makers, beneficiaries and stakeholders, and portfolio managers.
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Technical guideDeveloping a climate change strategy step one: measure
Evaluating portfolio exposure to climate change risk and opportunity, and reviewing portfolio emissions, are practical starting points for addressing climate change.
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Technical guideResponsible investment in farmland
Farmland offers a stable long-term investment with the benefits of diversification, inflation protection and potential for attractive returns, but there are significant challenges, including water, soil health, biodiversity, toxics and land rights.
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Technical guideFixed income investor guide
The Fixed income investor guide summarises the unique characteristics of fixed income with its various subcategories of issuers and instruments. It helps to explain why fixed income investors should take a bottom-up approach to RI while borrowing from the experiences of other asset classes, such as listed equities.
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Technical guide
Integrating ESG factors into issuer analysis
In fixed income, a key application for ESG information is to inform analysis of issuer creditworthiness. ESG issues, such as corruption or climate change, are potential risks to macro factors that may affect an issuer’s ability to repay its debt.
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Technical guideIntegrating ESG factors into sovereign issuer analysis
Based on discussions and presentations with the PRI fixed income sovereign working group, this report is a primer that provides an initial conceptual framework exploring ESG issues that might be material to sovereign bond risk assessments and pricing (2014).
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Technical guideIntegrating ESG factors into corporate issuer analysis
Analyses of governance factors such as remuneration and financial auditing are common among bond investors, but few systematically integrate a wide range of ESG factors into credit analysis.
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Technical guide
Integrating ESG factors into financial issuer and ABS analysis
In recent years, investors have become increasingly sensitive to the potential financial impacts of risk management failures, malpractice fines and banks’ ability to meet new regulatory standards.
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Technical guide
ESG screening in fixed income investing
Fixed income investors apply ESG filters or screens to their investment universe to control which issuers or securities are considered for investment. This is an effective way of ensuring their investments are aligned with their (client’s) ethical motivations and reduces reputational risks.
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Technical guideEngaging issuers on ESG issues
Debt and equity holders both stand to benefit financially from successful engagements, as ESG-related risks are mitigated and opportunities maximised.
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Technical guideThemed fixed income investing
Investment products such as green bonds are seen by many as a way of addressing ESG risks such as climate change and water scarcity.
