All Listed equity articles – Page 8
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Technical guideLow-carbon investing and listed equity funds
While the public markets comprise a smaller portion of the clean energy investment universe compared to asset finance and unlisted assets (including infrastructure, private equity and venture capital), activity in the acquisitions market has steadily grown over recent decades, reflecting the larger size of the renewable energy sector (see below).
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Technical guideLow-carbon investing and low-carbon indices
For off-the-shelf fund solutions, investing against lowcarbon indices is a potentially lower-cost option than actively managed strategies.
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Technical guideHow to invest in the low-carbon economy
Institutional investors’ responsibility to manage and protect their beneficiaries’ assets must include considering the impacts of climate change.
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ArticleWhat is ESG integration?
The term “ESG integration” is often used when talking about ESG investing.
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Technical guide
Transparency: A key component of active ownership
Transparency is a key component of active ownership and it forms part of many stewardship codes and principles (i.e. Principle 6, the ICGN Global Stewardship Principles, the OECD Responsible Business Conduct for Institutional Investor and several national stewardship codes).
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Technical guide
Assessing external managers and service providers in listed equity investing
When investors decide to partially or fully outsource their active ownership activities to investment managers or specialised service providers, defining criteria to select, appoint and monitor third parties is crucial.
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Technical guide
Engagement and voting practices in listed equity
The first step to identify targets for engagement is setting up regular monitoring of investee companies on ESG issues which represent value at risk or potential opportunities for long-term financial performance and impact on the real economy.
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Technical guideDeveloping an active ownership policy
The first phase of active ownership involves reviewing the investor’s overall investment strategy, including the vision, mission and investment principles of the organisation.
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Technical guide
Introduction to active ownership in listed equity
Active ownership is one of the fastest-growing responsible investment strategies in listed equity globally.
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Technical guideA practical guide to active ownership in listed equity
This report outlines concrete steps to make active ownership an effective tool to support long-term value creation in listed equity investing.
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News and press
CFA Institute and the PRI partner on ESG outreach, focus on global workshops, ESG survey and expanded ESG survey
We are pleased to announce some of the positive results of a partnership between CFA Institute and the Principles for Responsible Investment (PRI) announced in May, which include a major study, the launch of 20 global workshops starting in October, and a proposed multilingual environmental, social, and governance (ESG) survey ...
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News and pressPRI teams with CFA Institute for global study on ESG investing
The Principles for Responsible Investment (PRI) and CFA Institute today announced that they will collaborate on a global study on environmental, social and governance (ESG) investing in a move to determine how widely ESG issues are used by mainstream investors.
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News and press
PRI releases new guide on how to integrate social issues into investment decisions
To help investors integrate social issues into their investment decisions, the PRI has released a new practical guide, ESG integration: how are social issues influencing investment decisions?
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Blog post
How ESG investing affects financial performance
Integrating ESG factors is beneficial for investment decision making. Increasing numbers of asset owners and investors can agree on this, but there is a growing realisation that deeper analysis is required.
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Case studyCalculating labour standards' impact on revenue and discount rate
Case study by Union Investment
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Case studyValuing the impact of increasingly stringent environmental regulation
Case study by Standard Life Investments
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