Industry news and views from Panacea and our partners.
Ethical/ESG_
Sustainability and regulation (60 minutes)
Alex Funk, CIO, Schroder Investment Solutions, and Gillian Hepburn, Head of UK Intermediary Solutions, are joined by Sheila Nicoll, Head of Public Policy, to discuss what is driving the sustainability agenda. Our experts will also discuss the current status of the FCA Sustainability Disclosure Requirements consultation, particularly on product labelling and requirements around suitability.
Vanguard: SustainableLife: A holistic approach to active ESG investing
Core to the environmental, social and governance (ESG) philosophy at Wellington Management Company is the belief that material ESG issues are strategic business issues that could impact the long term-value of a company.
Vanguard: How do we pick our active ESG managers?
As one of the largest active managers in the world, here at Vanguard our expertise lies in selecting talented, world-class portfolio managers capable of producing value to investors over the long term. Our approach to manager selection centres on what we believe to be the key drivers of success firm, people, philosophy and process. Watch the video to find out how Vanguard carefully selects managers whose principles and processes align with the objectives of the funds they manage.
Vanguard: Understanding your clients ESG goals
Investors interested in environmental, social and governance (ESG) investing have a rapidly growing range of products to choose from, with the number available in the UK more than doubling over the past five years.
Vanguard: SustainableLife: A multi-disciplinary approach to active ESG investing
While there are a number of different approaches to sustainable investing which incorporate environmental, social and governance (ESG) considerations, Wellington believes that engagement with companies can improve ESG practices and unlock value over time.
Vanguard: Vanguard SustainableLife active funds: a multi-dimensional approach to incorporating ESG and sustainability
By Sarah Gibb-Cohen, senior investment product specialist, Vanguard Europe At Vanguard, we have launched a range of actively managed funds designed to deliver value to investors who want to generate long-term growth from their investments, alongside the incorporation of sustainable investment criteria.
LV=: ESG - actions speak louder than words
More people are thinking seriously about their impact on global climate change and sustainability challenges through the investment of their pension savings. LV=s Senior Investment Manager, Adam Ruddle, explores how they are taking this demand seriously through the integration of ESG principles within their smoothed fund investment strategy.
M&G: How sustainable investing can deliver both profits and a positive impact
People increasingly understand that having a sustainable investment portfolio isn't simply good for people and the planet, but it can also generate sound financial returns.
Schroders: Earth Day 2022 Q&A: Everything you need to know
More than 50 years since Earth Day was first observed, we examine its history and this years theme of invest in our planet.
Royal London: Responsible investment preparing for a climate of change (60 minutes)
Ryan Medlock and Fiona Hanrahan look at the current responsible investment landscape and discuss best practice in how to prepare and conduct client conversations. They also explore the steps financial planners can take to integrate responsible investment considerations into advice propositions, including fact-finding, client segmentation, and combatting the evolving threat of greenwashing.
SRI Services & Fund EcoMarket news update
I am feeling a little light on things to celebrate right now, and the most recent IPCC report Climate Change 2022: Impacts, Adaptation and Vulnerability did nothing to lift spirits, however it is not all doom and gloom. There is certainly something positive to be said about the outpouring of support and sympathy for Ukraine. It turns out most of us do care about others (I have not cried so much in years) - which is something to hold on to at this time. As well as the personal horrors - and doubtless environmental impacts - Russia's war on Ukraine also naturally has implications for investors.
Columbia Threadneedle: Responsible investment: themes to look out for in 2022
Our RI Research and Stewardship Team look at the key themes they think will be in play as we go through 2022, and the opportunities and challenges that will arise within them.
M&G: A sustainable value rally?
Global stockmarkets in general have fallen sharply so far in 2022, with investors rattled by the Federal Reserves plans to raise interest rates. One of the few parts of the market that has been able to defy this trend and hold above water is European value stocks.
Baillie Gifford: Responsible Global Equity Income Fund
Baillie Giffords Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Fund. Capital at risk.
Fidelity Adviser Solutions: The FCAs strategy for positive change
Environmental, social and governance (ESG) matters are high on the regulatory agenda. Indeed, the FCA believes the financial sector has an important role to play in helping the economy adapt to a more sustainable long-term future. Here is an overview of how it intends to support the industry drive positive change.
Presenting the M&G Positive Impact Fund
We look at the portfolio from five angles to see what makes it different to its peers and how we define the impact themes that make up the portfolio.
Aviva Investors: Credit: The long and short of ESG investing
Credit is an asymmetric asset class. The upside is a coupon payment and limited capital appreciation; the downside is a default to zero. For all maturities and bond types, ESG integration can play a crucial role in mitigating risk.
Jupiter AM: Notes from the Investment Floor: Demand for green bonds to remain high
Rhys Petheram looks at trends in bond markets as significant volatility has had multiple underlying causes. What does this mean for sustainable fixed income?
SRI Services & Fund EcoMarket news update
My last newsletter was rather on the long side, so I will keep today's message shorter (three items only) - so that you don't think it is becoming a habit!
Fidelity Adviser Solutions: Sustainable Investment Finder
Fidelitys Maike Currie and Julia Dreblow of SRI Services discuss how Fidelitys tool could help to identify potential fund solutions, whatever a clients sustainable outlook may be.
Royal London: Podcast: Navigating the road to responsible investment
Right now, theres no escaping responsible investment. But advice firms and advisers are all going to be on different paths to responsible investment, with some yet to start.
Columbia Threadneedle: Sustainability with a global approach
Pauline Grange, global equities portfolio manager at Columbia Threadneedle Investments, visits chemicals company Croda International to understand the steps it has taken to go carbon neutral.
Sanlam: Greenhouse gas emissions time for action
The Paris Agreement is a legally binding international treaty on climate change. It is so called because it was adopted by 196 parties at COP 21 (Conference of the Parties) in Paris in 2015.
Sanlam: Banks and their role in climate change
At the end of the first week of COP26 the Glasgow Financial Alliance for Net Zero (GFANZ) committed over $130 trillion of private capital to transforming the economy for net zero.
Beyond COP26 - what next for government policy on sustainability in the UK and around the world (60 minutes)
In our final session we discussed the main themes and considerations for the UK Government following the COP26 Climate Change Conference.
SRI Services news round up
I will start with a few words on COP26 and other areas - but the main purpose of this email is to bring together recent regulatory activity to help you track sustainable investment related events.
Jupiter: Our hopes for people, planet and profit
Abbie Llewellyn-Waters, Freddie Woolfe, and Jenna Zegleman of Jupiters Global Sustainable Equity strategy, set out the progress they would like to see in 2022 and in years ahead on climate change, inequality and biodiversity.
Columbia Threadneedle: Responsible Investment Quarterly Q3 2021
View the Q3 2021 edition of the Responsible Investment teams Quarterly Report.
Columbia Threadneedle: Seven years of engagement through social bond investing
Through our constant engagement we are influencing the development of the market and having a wide-ranging social impact
Square Mile announce their new podcast mini-series focusing on Responsible Investment.
Square Mile announce their new podcast mini-series focusing on Responsible Investment.
Aviva Investors: The going gets tough
Heavy industry and heavy transport are hard to decarbonise, but this must be done to reach net-zero emissions by 2050. Can companies, policymakers and investors join forces to make it happen? The race is on
Aviva Investors: Pricing Carbon
Nearly three decades after it first agreed to tackle climate change, the world has failed miserably to curb the growth in CO2 emissions. To succeed, it urgently needs to establish an effective price for carbon.
Jupiter Merlin Weekly: Net zero initiatives will touch every sector
As COP26 speeches end and the hard negotiating begins, the Jupiter Merlin team look at the as-yet unknown and unquantifiable consequences of these revolutionary times.
Jupiter: Notes from the Investment Floor: Chinas long march to net zero
Salman Siddiqui discusses Chinas move toward carbon neutrality and the investment opportunities it provides.
FundsNetwork: Will ESG be the new normal after COP26?
Paul Richards, Head of Fidelity FundsNetwork Distribution, brought two industry leading experts in investment together ahead of the COP26. They explored the likely impact the conference would have on the investment industry and what advisers need to do next.
Columbia Threadneedle: Green hydrogen is finally showing its true colours
There continues to be a remarkable focus on green hydrogen as a clean alternative to traditional fossil fuels, with the past year further accelerating its potential widespread adoption. So, what is driving all this hype, is hydrogen the sustainability disruptor, and why has there been such remarkable recent progress?
Rathbones In the KNOW blog: Will it be a good COP?
The eyes of the world are watching the COP26 global climate summit in Glasgow. As the parties begin their deliberations this week in Glasgow, Matt Crossman concludes this two-part series by laying out what needs to happen.
M&G: Countdown to COP26
Ahead of COP26, we asked four of our sustainability and impact investing experts Ben Constable-Maxwell, Rachel Roddy, Randeep Somel and John William Olsen to discuss the upcoming climate change summit. Join us to watch our Countdown to COP26 investment insights video discussing key industry themes.
M&G: Building a better world
Listed infrastructure is a sector enjoying considerable interest within investment circles at present. IFA Magazines Sue Whitbread talked to Alex Araujo, fund manager of the M&G Global Listed Infrastructure strategy about the themes which are underpinning it and why he believes that ESG principles and processes are inextricably linked to future success