Industry news and views from Panacea and our partners.
Ethical/ESG_
M&G: A multi asset approach to ESG integration
Over the course of only a few years, economic, social and governance (ESG) integration has become a mainstream feature of investment funds. Together with regulatory requirements, the availability of ESG-relevant data and clients demands have driven a shift towards the inclusion of financially material ESG parameters across many investment strategies.
AXA IM: How can investors gain from the clean economy?
Population growth and rising wealth continue to increase demand for energy, transportation, food, water and waste management.
Square Mile Research: 3D Investing: Who are we?
With the recent shift towards investing with a responsible focus, 3D Investing aims to provide an independent verification of the extent to which funds and asset managers do good, avoid harm and lead change through Responsible Investment.
Rathbones In the KNOW blog: ESG bubble or eggsponential growth?
ESG investing has risen in popularity during the pandemic, driven by concern for the climate and society. With rising costs and uncertain returns on his ill-thought through chicken venture, Will McIntosh-Whyte is reminded you ignore the fundamentals at your peril.
Rathbones In the KNOW blog: The tie that binds
Sustainable investing doesnt have to mean sacrificing returns. But fund manager Will McIntosh-Whyte argues even the most noble companies need solid long-term fundamentals to be truly sustainable.
Jupiter: Notes from the Investment Floor - Diversification is key to green bonds
Rhys Petheram looks at changes in the market for green bonds, including the upcoming launch of the first green gilt, and signs of central banks turning green.
M&G: Episode 4: Diversity & Inclusion: More Than Just Metrics and Gender
ESG agendas have shot to the fore in the last couple of years and we have seen investors increasingly integrating ESG into their investment decisions. But where does diversity and inclusion sit within the realm of ESG? And why is this such an important topic?
Rathbones In the KNOW blog: Moving in the right direction?
Given how many people are driving electric cars and carrying re-usable coffee cups these days, it seems many consumers are aware of climate change risks. But what about social and governance risks?
Rathbones In the KNOW blog: Just a passing fad?
Is sustainable investing here to stay, or will it fade during the next big downturn? After months of trying out a trendy new exercise bike, our fixed income manager Noelle Cazalis thinks sustainable investing is here to stay.
M&G: Pushing for greater impact through company engagement
By using our influence to persuade companies to improve their disclosures and targets, impact investors can aspire to shape better outcomes for people and the planet.
FundsNetwork: Do your client's understand ESG investing?
Sustainable investing was gaining popularity before the coronavirus pandemic, but the outbreak has pushed the demands further up investors agendas.
Rathbones In the KNOW blog: A drop in the ocean or start of a movement?
The UK government has announced one of the most ambitious green bond programmes in Europe. But is it enough? Fund manager Noelle Cazalis argues this is just the beginning.
Aviva Investors: ESG Story: Does Aviva stack up against our own standards?
When it comes to ESG, we demand a lot of the companies we invest in. But to have credibility with clients, we need to hold ourselves to even higher standards.
Rathbones In the KNOW blog: No tears for Boohoo?
Its accepted as truth that no one can predict the unpredictable, but what about when companies behave badly? Rathbone Greenbank deputy head of research Kate Elliot says there are often signs that something might be amiss.
Rathbones In the KNOW blog: ESG: A package deal
From the outside looking in, sustainable investment analysis may seem like information overload. Amid all of the data, is it possible to see both the forest and the trees? Rathbone Greenbank deputy head of research Kate Elliot says yes.
Columbia Threadneedle: Global Sustainable Outcomes, and how Covid-19 could change the world for ever
We talk to portfolio manager Pauline Grange about global equities and investing in companies which aim to address the world's biggest environmental and social challenges.
M&G: Drivers and developments in sustainable multi-asset investing
Sustainable investment approaches look to the future, by investing responsibly and supporting the environment and society.
Aviva Investors: Multi-asset ESG update: Keeping sustainability on track
In the latest article in our regular series on how ESG considerations are integrated into our multi-asset investment process, Jerome Nunan explains how an investment in a US rail company supports the transition to a low-carbon economy.
Columbia Threadneedle: A new era of investing
The investment landscape is changing, driven by increasing pressure from governments and regulators to address climate change and a new focus on sustainability.
Baillie Gifford: Sustainable Investing: Finding the innovative companies of the future
Are there limits to economic growth? Will we run out of ideas? Baillie Gifford investment manager Lee Qian explains why hes confident innovation will create a more prosperous, sustainable and inclusive world.
Square Mile Research: The journey from ESG to Impact
As impact investing continues to gain traction across the retail space there remains a number of misconceptions which follow in its wake. Join Square Mile on Wednesday 3rd March as we seek to provide insight on this growth and how the industry is meeting demand.
Jupiter: ESG math isnt so straightforward as it seems
The true environmental impact of an industry such as semiconductors is a complex calculation, says NZS Capital co-founder and investor Brad Slingerlend.
Prudential have added to their range of sustainable multi asset funds
Prudential have added to the wide range of investment options already available on the Retirement Account, with the introductions of M&Gs Climate Solutions Fund and sustainable multi-asset fund range.
Columbia Threadneedle: UK sustainable equity - backing responsible businesses emerging stronger from the coronavirus crisis
As the Covid-19 crisis unfolded, it became clear that the pandemic was bringing the S in environmental, social and governance (ESG) investing more to the fore
FundsNetwork: 16% of client conversations are on ESG
Find out what the latest adviser trends on sustainable investing are in the NextWealths ESG Tracker report. It looks at the ways many advisers will integrate ESG principles into their clients' investments and what is driving this change.
Square Mile Research: Register now: ESG & the changing face of regulation
In the final event of the ESG Pathway series, Square Mile turn to the regulation including the Sustainable Finance Disclosure Regulation, the forthcoming changes to Suitability Guidance and what this means in practice. Join us at 10am on 8th December to hear from our final panel of experts, including Simmons & Simmons, a top law firm in financial service regulation.
Aviva Investors: ESG: Time for a regulatory revolution
New EU regulation promoting responsible investment is coming to our shores and not before time, says Thomas Stokes, investment director at Aviva Investors.
Aviva Investors: Multi-asset ESG update: What have banks got to do with climate change?
In the first of a new regular series on how ESG considerations are integrated into our multi?asset investment process, Shane OBrien explains how consistent engagement with a well?known UK financial institution led to a positive commitment on climate change.
Columbia Threadneedle: Responsible Investment Quarterly - Q3 2020
View the Q3 2020 edition of the Responsible Investment team's Quarterly Report
FundsNetwork: Adviser Guide to Sustainable Investing
Sustainable investing has now moved into the mainstream and more and more clients are taking an active interest in how their money is invested.
Aberdeen Standard Investments: Invest today. Change tomorrow. ESG where next for European equity markets?
In our previous articles, we focused on the importance of ESG (environmental, social and governance) factors in European equity investing. This included details of companies in the vanguard of the drive to a more sustainable world. Now, we look to the future and ask where next for ESG and European equity markets?
Aberdeen Standard Investments: The Responsible Investing Podcast, Ep.11: The growth of impact investing - with Will Goodhart
This week Will Goodhart, erstwhile journalist and now Chief Executive of the UKs CFA, talks us through his fascinating responsible investment journey. This includes the CFAs work to help investors understand ESG to the urgent need to view climate change from an investment perspective.
Aberdeen Standard Investments: Sustainable investing in emerging markets the road ahead
The whole world is feeling the effects of Covid-19 and will do so for some time to come. But just as the coronavirus cripples some immune systems, and leaves others unscathed, the financial impact of containment measures will leave some better off and others destitute.
Rathbones In the KNOW blog: MiFID II and the implications for ESG investing
Worldwide governmental support for greener post-pandemic recovery strategies, growing choice in the sustainable fund market, and evidence of the long-term performance benefits of improved corporate responsibility are among several factors contributing to the rising popularity of ESG investment.
Aviva Investors: Find out how ESG is changing your peers financial planning process
ESG is an ever evolving topic and we would love to hear your views. With that in mind, we would be grateful if you could take 3 minutes to answer this short survey. We will release the results next week in the final module of our ESG Know How Series.
Aberdeen Standard Investments: Rebuilding better the vital role of companies
The Covid-19 crisis has deepened many of the social issues and inequalities that already exist across society. As we look to rebuild our economy, companies can lead the way in making a better and fairer future.
Aberdeen Standard Investments: How Covid is affecting the green agenda
Weve already seen examples of the Covid crisis having a positive impact on some key environmental issues. The question is whether it can have a longer-term effect on the wider green agenda.
BNY Mellon: Think different to be different
In this four minute video Newton's gobal equity income team discuss the sustainability of dividend payments, why equity income investing fulfils the needs of investors an how Newton differentiates itself from competitors in the market.
FundsNetwork: Glossary: the A to Z of ESG
A common issue cited with sustainable investing is a lack of clarity over the language used. FundsNetworks glossary defines some of the more frequently used terms in this field of investment.
Baillie Gifford: Expectation Management
Price-fixing. Worker exploitation. Environmental Waste. Focus on governance and sustainability has never been greater and is accelerating