As the world’s second largest asset manager, Vanguard Group Inc. has the potential to become a climate action leader. Despite Vanguard’s commitment to the Net-Zero Asset Manager initiative, the report argues that Vanguard’s significant share in fossil fuel exposed companies demonstrates a passive attitude towards climate change.
This report provides a practical framework for investors seeking to implement net zero commitments. It builds on the draft Net Zero Investment Framework published in 2020 by the Institutional Investors Group on Climate Change, broadening to a global perspective.
This paper outlines a set of standards for private equity, debt and venture capital fund managers to align their funds with the Sustainable Development Goals (SDGs). The report provides a practical, detailed, and comprehensive framework for fund managers to align their activities with the SDGs.
Details the size, growth, depth and performance of the Australian responsible investment market over 12 months to 31 December 2019 and compares these results with the broader Australian financial market. Reviews the practices of 165 investment managers who are applying responsible investment to some or all of their investment practices.
This paper shares key ESG integration trends that Russell Investments has found in the fixed income market. It is based off observations derived from their 2019 Annual ESG Manager Survey and discussions with fixed income market practitioners looking at ESG considerations and implementations in their investment process.
Explores the drivers of sustainable finance growth in Asia Pacific and the factors constraining it. The analysis was determined through parallel surveys - one of investors and one of issuers. The research found that the biggest constraint for sustainable finance was a lack of bankable sustainable projects.
This guide created by BMO Global Asset Management shows how and why they incorporate ESG factors and stewardship activities into their corporate fixed income investments and engagement approach. The guide also looks at how the growing sustainable bonds market is enabling fixed income investors to align investments with sustainability goals.
This article defines responsible investment, highlights the ways in which it is currently applied to managing assets, and outlines the key forces driving its growth. Additionally, it discusses common misconceptions about responsible investment.
This guide provides an introduction on how investors can consider environmental, social and governance (ESG) issues when assessing fixed income instruments and their issuers. It outlines options for how to include ESG issues when building a fixed income portfolio and when working with issuers on how they manage ESG issues.
BlackRock considers four key areas for environmental, social and governance (ESG) in fixed income: sustainable building blocks such as ESG indexes, a lens for considering the sustainability of government bond issuers, the financial relevance/materiality of ESG characteristics across different industries, and how to build sustainable portfolios using fixed income.
Explores the role of corporate partnerships and financial intermediaries that can scale finance and increase capital and activities in regions that are key for the realisation of the Sustainable Development Goals (SDGs). Through case studies, it illustrates various pathways for capital markets to maximise SDG investments at acceptable risk levels.
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.
