Almost a year after the second consultation period closed and two years since the original discussion paper, the Financial Conduct Authority (FCA) has finally published its Sustainability Disclosure Requirements (SDR) and investment labels’ policy statement. It had been rumoured that the FCA was toying with the idea of playing Santa Claus by launching the policy … Read more
2024 is predicted to be a bumper year for sustainable fixed income with record levels of issuance and increased variety as we see more capital backing for social impact and blue bonds, and increased interest in ‘orange bonds’. With more sectors looking at green and social bonds to raise key capital, and as the market … Read more
Trium Capital’s ESG Emissions Improvers fund is targeting shorting opportunities in companies with corporate governance concerns. Joe Mares (pictured), portfolio manager of the Trium ESG Emissions Improvers fund, told ESG Clarity‘s sister title Portfolio Adviser: “From the short side, we think labour is a really interesting dynamic. Labour is a big part of the ‘S’ … Read more
Groundhog Day isn’t until February. But the Redington team could be forgiven for feeling trapped in a time loop of “six more weeks of Winter” on ESG delivery. As we studied the results of our annual Sustainable Investment Survey over the last few months, published in mid-December, it became clear too many investment managers seem … Read more
The Voluntary Carbon Markets Integrity Initiative (VCMI) and The Carbon Markets Association of India (CMAI) are working together to accelerate India’s participation in the high-integrity international carbon market. The partners said they would focus on three key objectives to help empower Indian stakeholders to participate in and benefit from high-integrity international carbon markets. Firstly, the … Read more
Raphael Pitoun, portfolio manager for the Trium Sustainable Innovators Equity fund at Trium Capital, reveals why the team will continue to avoid large tech names. “The main feature of 2023 was the concentration of returns at historically high levels coined the ‘Magnificent Seven’. Contrary to most sustainable strategies, investing in most of the Magnificent Seven does … Read more
Hakan Kaya, senior portfolio manager, Neuberger Berman discusses how the team engages with commodity exchanges and corporations as well as the emerging opportunities in the sustainable futures markets and carbon markets. Kaya is manager of the Neuberger Berman Commodities UCITS fund, which holds roughly 28 commodities across a variety of sectors, such as gold, Brent … Read more
Human activity has significantly altered three-quarters of land and two-thirds of marine environments. One million species are facing extinction. Half of global GDP depends on nature at some level. The world’s ecosystems are on the brink of collapse. Resource extraction, industrialisation, agriculture, urbanisation, and pollution are among the human activities that have significantly altered the … Read more
Roger Lewis, head of responsible investment, Downing Turning 20 is usually an exciting time. No longer a teenager, early years at university and full of optimism for the future. In 2024, ESG – three distinct disciplines spliced together to form shorthand for investing sustainably and having seen a boom in recent years – is also … Read more
Investing responsibly, and understanding the impact investments can have on people and the environment, is no easy task. But it’s navigating this complexity that has kept Claudia Wearmouth in this field for more than 15 years. Wearmouth started her career at a startup charity, New Philanthropy Capital, analysing the impact of charitable giving, before making … Read more