About | Julia Palkowska

Julia Palkowska

Recent graduate from the London School of Economics and Political Science (BSc Management and MSc Accounting and Finance), with a professional interest in Impact Investment and Environment, Social and Governance (ESG) research.

PROFILE

Currently pursuing studies in Reporting for Climate Change and Sustainability, Social and Environmental Sustainability, Socially Responsible Investing and Funds Management at UNSW.

RECENTLY PUBLISHED BY JULIA PALKOWSKA

The European commission action plan: Financing sustainable growth

Principles for Responsible Investment (PRI)
The report provides an explanation of the ten reform areas included in the European Commission Action Plan (2018), as well as possible impacts for investors. Four of these actions: taxonomy, disclosure and duties, benchmarks and investment advice were submitted as regulatory proposals to the European Parliament in 2018.

Research
31 July 2018

How to invest in the low-carbon economy: An institutional investors' guide

Principles for Responsible Investment (PRI)
This report introduces the investment strategies available to investors in their efforts to align their portfolios with a lower carbon, more climate-resilient economy. The guide focuses on three main areas for investor action: climate-aligned investment opportunities, integration of climate-related risks and opportunities into investment processes, and phasing out investment in thermal coal.
Research
31 December 2018

Sustainable reality: Analyzing risk and returns of sustainable funds

Morgan Stanley
Based on research conducted on the performance of nearly 11,000 mutual funds from 2004 to 2018, Morgan Stanley Institute for Sustainable Investment finds no statistically significant difference in returns between sustainable funds and traditional funds. However, sustainable funds demonstrated 20% lower downside risk than traditional funds.
Research
6 August 2019

Sustainable investing and bond returns

Barclays
A research study conducted by the Barclays Research team seeking to assess the link between environmental, social and governance (ESG) ratings and credit portfolio performance. In addition, the report provides a general overview over sustainable investing and the top trends driving the rapid rise of its popularity.
Research
31 October 2016

Barclays

Commercial Organisations
British investment bank and financial services company operating mainly in the United Kingdom and Untied States. The bank operates in four main segments: personal banking, corporate banking, wealth management and investment management.
Organisation
2 research items

J.P. Morgan Chase and Co.

Commercial Organisations
American multinational investment bank and financial services holding company, offering services within consumer and commercial banking, investment banking, wealth management and asset management. It is ranked by S&P Global as the largest bank in the United States and the sixth-largest bank in the world with US$2.6 trillion (2019) total assets.
Organisation
1 research item

A portfolio approach to impact investment

J.P. Morgan Chase and Co.
This paper is a practical guide on how to build and analyse a portfolio of impact, which is based on a graphical assessment of impact investments along the dimensions of impact, risk and return. The framework offers insight into the construction of a target profile, mapping individual investments and aggregate portfolios, as well as risk management.
Research
1 October 2012