Investment managers have played down Donald Trump’s decision to pull the US out of the Paris climate agreement, saying the effect on companies will be minimal.
German investors are laggards when it comes to sustainable investing compared to most of their peers in surrounding counties. They are catching up, but still have some work to do.
Investing in companies that have strong sustainability credentials can deliver alpha, says BMO Asset Management’s Nick Henderson.
Some sustainable index trackers have outperformed their plain vanilla peers since they were established a few years ago, while others haven’t.
It is no secret the average active fund manager struggles to outperform consistently. Corporate governance is an obvious area where active managers can still prove their value.
Chinese companies account for only a tiny percentage of ESG-filtered emerging market ETFs, even though China is 26.5% of the MSCI EM Index.
New research from Hermes Investment Management shows a correlation between companies’ ESG scores and credit spreads.
Only one in three European insurance companies invest responsibly, and most of these mainly do so because of regulatory pressure, according to fresh research from AXA IM. But large and small insurers don’t take ESG equally unseriously.
Susanne Bolin-Gärtner has overhauled the selection philosophy at Stockholm’s Folksam Fondforsäkring, shifting the focus from ‘exotic’ to flexible funds with a wide mandate while improving ESG standards.
BlackRock has launched a sustainable ETF with exposure to Japan. It’s an addition to a range of ETFs the asset manager has launched recently.