Beware of Profitless Growth Equities, ESG The energy transition lifted many boats in the years before the outbreak of the global pandemic. But not all companies are able to translate this growth into greater profitability. We speak to T Rowe Price’s Hari Balkrishna about the dangers of profitless growth and look at how impact investing can be applied to global equities. Read More
MAS: Walking the Talk Asset Owners, ESG, Risk and Regulation Dan Purves speaks with Rui Xiong Kee, Executive Director of the Reserve Management Department at MAS about how climate change might affect the portfolio. Read More
Pricing Climate Risk ESG, Risk and Regulation, Webinars Climate risk will increasingly be reflected in market prices, leading to a potentially dramatic repricing across asset classes, sectors, companies and individual securities. The real question is whether the transition will be an orderly one ushered in by government measures and gradual market adjustments, or an abrupt, sharp decline in market sentiment triggered by a series of climate “Minsky moments.” Read More
The Relativities of Climate Risk Asset Owners, Chief Investment Officers, ESG Unisuper CIO John Pearce speaks to [i3] Insights about the fund’s approach to assessing climate risk using a shadow carbon price. Read More
Climate Activism – Real Impact or Greenwashing? Editorial, ESG Engine No 1’s victory in the proxy war against oil giant ExxonMobil has been lauded as a momentous milestone for climate change activists and ESG investors. But critics remain sceptical about the motives Read More
Sustainability Dilemmas in Fixed Income ESG, Fixed Income & Credit, Webinars In partnership with TwentyFour Asset Management, we addressed the challenges in implementing a ‘true’ style of ESG investing fixed income. Read More
Climate Risk and the Data Revolution Emerging Markets, ESG, Factors, Quant & Systematic A revolution in data mapping the effects of climate change has created opportunities for investors to develop a more granular picture of the risks involved, while it is also likely to lead to a gradual repricing of assets, PGIM says. Read More
The GPF Approach Through COVID Asset Owners, Chief Investment Officers, Equities, ESG An increased focus on overseas equites and human rights, particularly in the Thai fishing industry, has helped Thailand’s second largest pension fund to deliver strong returns while better managing risk, Dan Purves writes. Read More
AustralianSuper and the Energy Transition Asset Owners, ESG, Infrastructure, Private & Alternative Markets The Energy Transition offers much more than investing just in renewable energy, AustralianSuper says. And with the Green New Deal taking off in the US, the fund is now forging ahead with establishing a New York office to capitalise on these opportunities. Read More
![[i3] Webinar on Pricing Climate Risk | Co-hosted with PGIM & NZ SuperFund](https://i3-invest.com/wp-content/uploads/2021/12/i3-ESG-Webinar-with-PGIM-W-680x389.jpg)
![i3 Webinar with TwentyFour Asset Management | Investment Innovation Institute [i3]](https://i3-invest.com/wp-content/uploads/2021/09/i3-Webinar-with-TwentyFour-Asset-Management-WS-680x359.jpg)
