All Listed equity articles – Page 5
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Blog postESG incorporation in listed equity – thoughts on best practice
Valuation and risk models must be sufficiently long term to capture the full impact of ESG risks and opportunities. There are trade-offs between capturing the benefits of deep ESG analysis and building a portfolio that adheres to traditional diversification approaches.
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PodcastESG leadership in listed equity episode 3
In this episode of the PRI podcast, the PRI’s senior lead in listed equities, Michal Bartek speaks with Edris Boey of Maitri Asset Management.
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PRI Web PageProviders of Scenario Analysis and Climate Risk Metrics
For a detailed explanation of the methodology of scenario analysis and climate risk providers, see Taming the Green Swan (2020) by Julia Anna Bingler and Chiara Colesanti Senni.
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Case studyVBV - Vorsorgekasse AG: VBV´s ESG incorporation process
Case study by VBV - Vorsorgekasse AG
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Case studyNorthern Trust Asset Management: Developing an NT ESG Vector Score
Case study by Northern Trust Asset Management
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Case studyNeuberger Berman: Developing a net zero multi-asset class portfolio solution
Case study by Neuberger Berman
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Case studyMFS Investment Management: Creating a framework to turn thematic plastic research into actionable investment insights
Case study by MFS Investment Management
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Case studyE Fund Management: Responsible investment in China with a technology lens
Case study by E Fund Management
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Case studyClearBridge Investments: Understanding stock performance and financial characteristics of fundamentally derived ESG ratings
Case study by ClearBridge Investments
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Case studyAndra AP-fonden (AP2): Aligning the portfolio with the EU Paris-aligned Benchmark
Case study by Andra AP-fonden (AP2)
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Case studyABANCA Vida y Pensiones / ABANCA Seguros: ESG in Alpha 360 Methodology
Case study by ABANCA Vida y Pensiones / ABANCA Seguros
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WebinarListed equity for the next 10 years
Plenary session 8: Listed equity for the next 10 years Speakers: Hervé Guez, Global Head of Research and CIO of Equities & Fixed Income, Mirova Carolina Minio-Paluello, Global Head of Product, Solutions & Quant, Schroders John Quealy, Chief Investment Officer, Trillium Asset Management Laura Starks, Professor, The University of Texas ...
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PodcastESG leadership in listed equity episode 2
In this episode of the PRI podcast, the PRI’s senior lead in listed equities, Michal Bartek speaks with Peter Michaelis of Liontrust. They reflect on the key developments in responsible investing in decades past, discuss the likely issues in the next decade and explore what it takes for listed equity ...
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PodcastESG leadership in listed equity episode 1
In this episode of the PRI podcast, the PRI’s director of investment practices, Toby Belsom speaks with Alex van der Velden of Ownership Capital.
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Case studyMonitoring the proxy voting practices of external managers
Organisation name: Hong Kong Monetary Authority (HKMA) Signatory type: Asset owner Region of operation: Hong Kong SAR Assets under management: US$539 billion[1] Why we monitor proxy voting practices of external managers As Hong Kong’s central banking institution, manager of the Exchange Fund and a responsible investor, we believe that ...
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Blog postESG factors and equity returns – a review of recent industry research
By Toby Belsom, Director Investment Practices, PRI and Laura Lake, former CIO, Breckinridge Capital Advisors
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WebinarPRI Canada: Deep Dive into the Evolution of Listed Equity Active Ownership
Join us to learn more about Active Ownership 2.0, hear from Canadian signatories on putting this into practice, and discuss what stewardship reporting looks like in the new reporting framework.
