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.
BlueBay Asset Management has launched the Global High Yield ESG Bond Fund, incorporating the ESG policy used by Norway’s oil fund.
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.
Passive ESG strategies tend to focus exclusively on large caps. This is a problem because they miss out on ESG opportunities in small cap companies that can only be exploited by active managers, according to Ryan Smith, head of ESG research at Kames Capital. Does he have a point?
President-elect Donald Trump might not be all bad for funds that make impactful investments in clean energy, technology or innovative pharmaceuticals, says AXA Investment Managers global head of responsible investment Matt Christensen.
ESG funds are fast becoming a staple that caters for the appetite of Northern European investors. But in the centre of Europe’s automotive industry, Bavaria, investors are not quite as bothered with sustainability.
Companies listed in the Eurozone score best on Environmental, Social and Governance criteria, according to Morningstar research, with Portugal getting the highest score. On the other end of the scale, two of the BRICS countries get the lowest marks.
The growing popularity of index investing is only just starting to be felt in the world of responsible investing but as the market for plain vanilla trackers becomes increasingly crowded, what does the future hold for ESG passive products?
Three quarters of pension funds in the Netherlands now have an ESG policy, up from just 45% in 2013, according to a study by pensions regulator DNB (De Nederlandsche Bank).
Companies with a sound corporate governance culture have significantly outperformed their poorly governed competitors since the beginning of 2009, according to fresh research by Hermes Investment Management.
Passive investing has made a rapid rise over the past couple of years. When it comes to sustainable investing, however, index-based funds are still relative newcomers.
Some 39% of institutional assets in Europe are invested in sustainable mandates, according to a study commissioned by Union Investment, the German asset manager. The Nordics and the Netherlands are the frontrunners, while Germany and Italy are lagging behind.
The extent to which a company adheres to ESG-criteria does not materially impact stock returns. However, changes in ESG scores can tell you something about future return potential of a stock, according to new research commissioned by NN Investment Partners.