Adoption of responsible investing principles continues to grow at a steady pace. And new data indicates that the majority of institutional investors and consultants have shifted from asking whether to adopt environmental, social and governance (ESG) principles to instead looking at how to implement them.
RBC Global Asset Management’s 2018 Responsible Investing Survey reveals the latest views, intentions and actions of institutional investors and consultants related to responsible investing and ESG. The survey reveals that ESG-based investing continued to steadily gain credibility and establish a solid position alongside other fundamental investment approaches. This trend is based on an increased level of acceptance about the merits of responsible investing, and an interest in applying its principles to more diverse asset classes, including fixed income and infrastructure.
Please join us to learn results of this year’s survey and discuss the implications and impacts for institutional investors and the marketplace.
Is Responsible Investing really the new normal? How can shrinking demand boost revenues? And how does seeing impact, make an impact? These questions and many more are discussed and answered during our webinar on the 28th of November at 11am CET. Join Adrie Heinsbroek and his colleagues from NN Investment Partners live on the 28th and find out how a balanced responsible investing portfolio can go hand-in-hand with attractive returns.
Register and find out more about:
•The power of inclusion
•ESG as an enabler of alpha
•How to invest in sustainable business models
•How investments can contribute to the UN SDG’s
•Attractive ways to report on impact
The discussion will be hosted by Adrie Heinsbroek, Principal Responsible Investing at NN Investment Partners. He will be joined by portfolio managers and specialists Faryda Lindeman, Jeroen Brand and Petra Stassen-van Lochem to discuss how best to create a balanced responsible investing portfolio.
Impact investing via listed equity is a challenging field. Companies have only recently started to compile and report data on their environmental and societal impact, which means that such data are often not available. That is why engagement with the companies we invest in is essential. Direct discussions with management gives us more access to relevant data and a better sense of companies’ ability to create a positive impact on the world. This webinar outlines how we engage with companies. Using a company we invest in as an example, we discuss the objectives, nature, process and evaluation of the engagement process.
Everyone has their own Impact investing goals. Let’s reach yours.
As sustainable investing moves into the mainstream of institutional investing many investors may be unsure why this once niche strand of portfolio construction has risen so rapidly in the rankings of investor consideration. Is it driven by values, global policy, or is it really about a pure investment rationale; enhancing returns and minimising risk? Or a mixture of all three?
Join Dan Carson, Head of Green Solutions at FTSE Russell as he seeks to elaborate on some of the issues and drivers that have led to the increased popularity of sustainable investing; explaining why green taxonomies are important and how FTSE Russell’s Green Revenues data model can help asset owners identify the companies that are engaged in the global transition to a green economy.
Dan will go on to demonstrate how Green Revenues data is used within index construction and how asset owners have successfully used sustainability data and smart beta to build index solutions that eloquently combine risk premia with varying degrees of sustainable preference or parameters.
- Dan Carson, Head of Green Solutions, FTSE Russell
- Brendan Maton, IPE
There’s a temptation to think that both equity and credit investors should look at ESG in the same way. This approach can lead to a quicker roll-out, as existing, more established equity process can just be used for credit analysis.
In this session, RLAM's Ashley Claxton and Martin Foden will explain why they think that the scope and application of ESG factors is quite different: from the different make-up of bond indices, to the subtleties of bond structure, a differentiated approach has to be taken. The only similarity? That if ESG is seen as an ‘extra’ part of your security analysis, you’re probably not doing it right.
Ashley Hamilton Claxton is responsible for coordinating and overseeing RLAM’s approach to responsible investing across all of our asset classes. She has management responsibility for our company engagement, corporate governance analysis, and proxy voting. Ashley is RLAM’s subject matter expert and spokesperson on responsible investing and corporate governance.
Martin Foden joined RLAM at the start of 1998. He initially joined RLAM's UK Equity Team, with responsibility for analysing the transport, business services and construction sectors, as well as managing balanced pension funds. This experience greatly enhanced RLAM’s credit research capabilities when he joined the Fixed Income Team at the beginning of 2003. Since moving to the Fixed Income Team, he has been instrumental in developing RLAM’s analytical process through the advancement of the team’s cashflow forecasting and evaluation of issuer structures.
Jennifer Sireklove, Director of Responsible Investing, has built Parametric's Responsible Investing practice over two years, including customized ESG data incorporation on $20 billion AUM, and firm-wide proxy voting on $100 billion AUM.Read more >
There is growing recognition that sustainability issues may have real and quantifiable financial implications. This marks a significant shift in the motivation to incorporate sustainable considerations into investment decisions. What began as a niche segment of investors divesting out of controversial businesses has moved to the mainstream. Today, global investors – ranging from large institutional investors to individual asset owners – are adopting a variety of sustainable strategies to achieve their investment outcomes. Whether targeting specific social and environmental objectives or enhancing long-term financial value, we believe sustainable investing is increasingly seen as a sensible investment approach. Today, there are more opportunities for investors to align their financial goals and sustainability goals across their total portfolio. Aligning these opportunities across asset classes and investment styles can be challenging.Read more >
What is factor based-investing at LGIM?Read more >
James is a globally recognised expert and innovator, published author on the innovation agenda and expert marketer and business strategist. He runs Springwise, which he founded as an incubation and analysis platform for great innovation agenda themes and ideas, and also is a serial adviser to notable organisations on innovation and evolving strategy, not least Capital D – a Pan European Private Equity Fund.
In this webinar, investors will be exposed to new investing ideas in the Impact Investing space - who is doing well by doing good, who is creating the future, and how can you get involved? These questions will be answered in this webinar
In this webinar, we are going to present new research on how to harvest factor premia without suffering from market volatility. This integrated approach breaks with the traditional practices of L/S factor investing, which are often based on poor risk management practices. It also enables investors to leverage the performance offered by this kind of strategy in the most efficient way possible.
- The limitations of traditional L/S approaches in smart beta and factor investing.
- Robust market estimation of beta and improvement of the market neutrality of L/S strategies.
- Risk management as a source of performance.
For a long time, traditional equity investing has aimed at generating returns rather than managing risk. But in recent years institutional investors have started to change their attitude: mitigating risk is now more important than maximising returns. With the recent development of Dynamic Multi Factor investment process celebrating its first anniversary, Amundi will showcase its ability to innovate and design solutions which serve investors’ needs, putting risk at the core to deliver consistent potential performance over the long term.Read more >
Gone are the days of simplistic negative screens for ethical investing, as new investor demographics demand a greater scrutiny on the role companies play in society and how this can drive enhanced returns. Nick will explore how the Responsible Global Equity strategy fully incorporates Environmental, Social and Governance (ESG) risks and opportunities all the way through the investment process.Read more >
Many investors want to engage in impact investing and feel strongly about societal issues they want to try and solve. But most people don’t know where to start, what investment opportunities exist, and how to figure out what makes sense for them.
To help listeners cut through the hype, we will offer some ideas about what funds and products are available, how to access them, some of the possible pitfalls and how to find an impact investment strategy that works. We will focus the discussion on impact funds in the context of trends for the impact sector as a whole.
This webinar will cover:
- Why does anybody invest in impact?
- How to cut through the hype about impact investing? What can I actually do today that makes sense?
- What are HNWIs, Family Offices, and Institutions investing in (investment themes, solving problems, asset classes, alignment)?
- Why do people invest in impact funds? What are the trade-offs? What works and what doesn’t? What to look for in an Impact Fund?
- Lots of specific examples
You’ll hopefully leave this webinar with a clearer view on how you can invest to solve the world’s biggest problems.
All welcome to join.
More and more investors are realising the advantages of factor investing and starting to implement its lessons not just as an afterthought, but as a top-down element of the overall investment strategy. A large percentage of pension funds still have a cover ratio that barely exceeds the minimum requirement and face funding issues due to the ageing demographics. To meet liabilities, pension funds are looking for higher returns while at the same time have less appetite for risk. Is factor investing the solution for the seemingly opposing challenges of risk and return?Read more >
Join Jeff Gitterman, Gitterman Wealth Management, Martina MacPherson, President, Network for Sustainable Financial Markets, Brace Young, Arabesque Asset Management, and Paul Ellis, Host of The Sustainable Finance Podcast on BrightTALk, for a review of industry growth in 2018 and the global outlook for key developments in 2019.
Sustainable, responsible and impact investing strategies grew to $12 trillion in the two years from January 2016 to January 2018, a 38% increase that represents 26%, or one in every four dollars, of total U.S. assets under professional management.
The BrightTALK Q4 ESG investing webinar will feature advice for 2019 investment allocation from leading financial advisors and asset managers who specialize in sustainable and impact portfolio strategies. Their clients include institutions, family offices and mass affluent investors, many of whom are integrating global sustainability frameworks like the UN Sustainable Development Goals (SDGs) into their mission-based and personal values focused due diligence process.
Mike Fox, Head of Sustainable Investments and his team at Royal London Asset Management look for themes in sustainable investing by first looking for problems. Watch our short video to find out why.Read more >
In the first video in our series on sustainable investing, Mike Fox shares two key reasons why he believes we are seeing growing interest around sustainable funds. He looks at changes in dominant demographics and challenges historic beliefs that investment returns will suffer if you ‘do the right thing’ in respect of the environment, society and corporate governance.Read more >
Mike Fox describes RLAM’s approach to sustainable investing, highlighting the inherently flexible nature of our offering, comprising a suite of products that span the asset class mix. He also shares insights into how the team integrate sustainability into their investment decisions.Read more >