If boards receive too much data, it all becomes just noise, VicSuper CIO Andrew Howard says.
Investment governance tries to codify how to put safeguards around managing other people’s money, Michael Drew and Adam Walk say.
How deep do you look into a company to determine it is a sustainable business? Looking at the primary product is a good start, Hamish Chamberlayne of Janus Henderson says.
As part of his growing interest in climate change, GMO’s Jeremy Grantham researched what effect divesting the entire energy sector would have on a portfolio.
CAER Chief Executive Officer Julia Leske speaks with [i3] Insights about the changes she has seen in attitudes towards ESG issues over the 10 years she has been with the ESG research firm.
Louise Lew from Willis Towers Watson and Ken Liow from Obsidian Capital argue that looking at ESG risks in isolation might make your portfolio vulnerable to unintended risks.
Building a sustainable future provides some good opportunities for emerging growth, Hermes’ Andrew Parry says.
The sectors with the highest median dividend payout ratios are also those that include the largest polluters. Is it possible to build an income strategy that takes ESG into account?
TIAA Investments has ESG specialists embedded in their real estate and farmland investment teams. Now, the asset manager has set its sight on integrating ESG into its fixed income strategies.