German SRI laggards play catch-up
German investors are laggards when it comes to sustainable investing compared to most of their peers in surrounding counties. They are catching up, but still have some work to do.
ESG
-
-
Responsible investing can lead to outperformance
Investing in companies that have strong sustainability credentials can deliver alpha, says BMO Asset Management’s Nick Henderson.
-
ANALYSIS: Why SRI trackers have outperformed
Some sustainable index trackers have outperformed their plain vanilla peers since they were established a few years ago, while others haven’t.
-
ANALYSIS: Is passive beating active at its own corporate governance game?
It is no secret the average active fund manager struggles to outperform consistently. Corporate governance is an obvious area where active managers can still prove their value.
-
The peculiarities of China ESG investing
Chinese companies account for only a tiny percentage of ESG-filtered emerging market ETFs, even though China is 26.5% of the MSCI EM Index.
-
Hermes finds correlation between ESG and credit spreads
New research from Hermes Investment Management shows a correlation between companies’ ESG scores and credit spreads.
-
Most insurers ignore ESG
Only one in three European insurance companies invest responsibly, and most of these mainly do so because of regulatory pressure, according to fresh research from AXA IM. But large and small insurers don’t take ESG equally unseriously.
-
Susanne Bolin-Gärtner interview – Evolve or die
Susanne Bolin-Gärtner has overhauled the selection philosophy at Stockholm’s Folksam Fondforsäkring, shifting the focus from ‘exotic’ to flexible funds with a wide mandate while improving ESG standards.
-
BlackRock turns focus on Japan for ethical ETF
BlackRock has launched a sustainable ETF with exposure to Japan. It’s an addition to a range of ETFs the asset manager has launched recently.
-
ESG investing – don’t let Trump deter you
Right now is a fantastic time to invest in North American companies that have ESG integration at the heart of their strategy, says BMO GAM’s Jamie Jenkins, head of global ESG equities.
-
BlueBay copies Norway oil fund ESG-policy for new high yield bond fund
BlueBay Asset Management has launched the Global High Yield ESG Bond Fund, incorporating the ESG policy used by Norway’s oil fund.
-
ESG screening: it all depends on the asset class
Fund selectors should be flexible when it comes to their ESG demands, and adapt these to the asset classes they invest in. That’s the conclusion of a study conducted by bfinance.