All Fixed income articles – Page 6
-
Workshop summaryESG in credit risk: Workshop with borrowers in the food value chain
Credit analysts met with eleven companies from the food value chain to discuss deforestation as it affects soft commodities like palm oil, soy and cattle. Discussions focused on establishing the connection between good ESG practices and cheaper debt.
-
Introductory guideAn introduction to responsible investment: stewardship
This introductory guide explains the importance and relevance of stewardship within responsible investment and outlines the stewardship tools investors can incorporate into policies, processes and practices.
-
Workshop summaryESG in credit risk: Workshop with borrowers in the mining sector
Credit analysts met with four mining companies to discuss the sector’s transition from a ‘dirty industry’ facing multiple ESG risks, to a more sustainable business model. Discussions focused on analysts’ and companies’ differing assessments of the issues that pose the biggest financial risks.
-
Case studyCreating an ESG framework for multi-strategy hedge fund manager research
Case study by BlackRock
-
WebinarDeforestation as a credit risk
This webinar looks at deforestation from a credit risk perspective, by exploring how it may affect the probability of default of a debt issuer or of an issue, with various participants of the investment chain.
-
Workshop summaryESG in credit risk: Workshop with sub-investment grade borrowers (Part 2a)
Credit analysts met with 20 companies in a range of sectors to discuss ESG engagement and disclosure in the high-yield market. This is the first of two linked reports covering different aspects of their discussions.
-
Workshop summaryESG in credit risk: Workshop with sub-investment grade borrowers (Part 2b)
Credit analysts met with 20 companies in a range of sectors to discuss ESG engagement and disclosure in the high-yield market. This is the second of two linked reports covering different aspects of their discussions.
-
WebinarPRI Canada: Fixed Income Deep Dive & New Reporting Insight
Join us to learn more about the great work our fixed income team has been doing, review best practices, and discuss what fixed income reporting looks like in the new reporting framework.
-
WebinarGovernance assessment: a similar approach for equities vs. debt investors?
Governance evaluation is prominent in ESG analysis and security pricing. During this webinar, we will explore whether and to what extent governance factors are assessed differently by equity and fixed income investors, including relevant metrics.
-
Blog postResponsible fixed income investment – investors are starting to catch up
By Carmen Nuzzo, Head of Fixed Income, PRI, and Jonathan Jones, Analyst, Fixed income, PRI
-
Workshop summaryESG in credit risk: Workshop with Swiss issuers
This workshop featured four companies from the chemical, financial and food sectors. It was attended by 17 investors from 13 organisations, as well as representatives from seven CRAs and several industry associations.
-
Workshop summaryESG in credit risk: Workshop with French sub-investment grade borrowers
Corporate bond investors met with five French companies in the facilities-management, debt repurchasing, retail, rental and shipping sectors. Six credit ratings agencies and 34 investor and bank analysts also participated.
-
Workshop summaryESG in credit risk: Workshop on ESG disclosure in leveraged finance
This workshop convened key market participants – including fixed income investors, borrowers, bankers, lawyers, credit rating agencies and private equity sponsors – to discuss the rationale and the importance of company disclosure of ESG information and data.
-
WebinarUS Insurers and ESG Incorporation in Credit Risk
The global fixed income community is increasingly seeking ways to factor in ESG criteria and sustainability considerations when allocating capital and managing risks; and the majority of credit ratings agencies have begun to reflect ESG factors in credit risk analysis.
-
Case studyAnalysis of the impact of an investment portfolio on society and on SDGs
Case study by VidaCaixa
-
-
-
PRI Web PageBringing credit analysts and issuers together: workshop series
Read the highlights of the workshop series that brings the corporate side into the conversation on how to better integrate ESG factors in credit risk analysis, and check the list of upcoming events
-
Case studyLayering climate goals onto a sustainable, risk-targeted, multi-asset strategy
Case study by Morgan Stanley Investment Management Signatory type: Investment manager Region of operation: Global Asset under management: US$665bn (30/06/20) To maximise returns over time while actively managing total portfolio risk, our Global Balanced Risk Control (GBaR) strategy invests in a broad, balanced asset mix. In our MS ...
-
Workshop summaryESG in credit risk: Workshop with sub-investment grade borrowers (Part 1)
Corporate bond investors met with 13 companies from the debt repurchasing, healthcare, telecoms and paper and packaging sectors. Three credit ratings agencies also participated. The discussions explored whether credit ratings impact on companies’ consideration of ESG in their businesses, and on how investors assess them.
