ESG Fund Articles

Morningstar - Fundamentals of ESG Materiality
Published: 21 Jun 2024

The latest thought leadership piece from Morningstar Sustainalytics delves into the materiality of ESG factors, analyzing their influence on business viability and investment strategies. 

Matthews Asia - Active Engagement and Regulatory Change in Asia Is Releasing Value for Investors
Published: 04 Jun 2024

We share some of the highlights from the past year that led to significant improvements in environmental protection, corporate governance, and transparency.

Robeco - Global Climate Investing Survey 2024
Published: 03 Jun 2024

Investors are now becoming more knowledgeable, cautious and less naive in their approach to tackling climate change. That’s the main message from the Robeco Global Climate Investing Survey 2024, which shows greater realism on the long road to a low-carbon world.

BlackRock - Mega forces: An investment opportunity
Published: 24 May 2024

Mega forces are big, structural changes that affect investing now - and far in the future. This creates major opportunities - and risks - for investors. This article outlines the five mega forces.

Schroders - The 3D Reset Explained
Published: 28 Mar 2024

The 3D Reset” refers to the three “Ds” of decarbonisation, demographics and deglobalisation. We believe these ongoing trends have had and will continue to have massive long-term implications for the global economy.

GAM Explains: SFDR
Published: 19 Mar 2024

This article explains the EU’s Sustainable Finance Disclosure Regulation (SFDR) in a technical and detailed format.

Matthews Asia - CIO Investment Outlook - My Road Map for 2024
Published: 27 Feb 2024

CIO Sean Taylor discusses his investment outlook for the year ahead and how he sees 2024 unfolding for emerging markets, regionally, economically and thematically.

Pictet Asset Management - Seven trends to watch in 2024
Published: 31 Jan 2024

The key trends to look out for in science, technology and sustainability over the next 12 months – and beyond.

Robeco - Is ESG investing more hype than help for investment portfolios?
Published: 26 Jan 2024

Half a century of academic research finds that in most cases, companies that apply ESG principles tend to be higher quality and financially superior. Curiously, results are less robust for investment portfolios. We look at possible resolutions to this conundrum and also explain why our convictions on ESG and investments are as strong as ever.

abrdn - Just Transition
Published: 03 Jan 2024

Our research paper shows why a ‘just transition’ matters, highlighting actions that companies, governments and investors need to take to make it happen.

Pictet Asset Management - The Future of Green Buildings
Published: 22 Nov 2023

Greening the construction industry has become a priority but it's not clear whether the transition represents an investment opportunity. This year's The Klosters Forum sought to resolve this conundrum.

Sarasin-Infinite Possibilities From A Finite Planet
Published: 22 Nov 2023

Human ingenuity and responsible investment are crucial to addressing climate change and resource depletion. Concern about our use of the world’s finite resources is by no means new.

Fidelity International - How to be biodiversified
Published: 09 Nov 2023

Better late than never, the world is waking up to the urgent threat to biodiversity and natural capital. Investors have a crucial role to play in the fight to maintain vital ecosystems - and a huge opportunity to seize.

Robeco - Net-zero enablers should be the bedrock of climate investing
Published: 25 Sep 2023

Investing in companies that support the transition towards net zero brings its own trade-offs. We asked portfolio managers Chris Berkouwer and Yanxin Liu how they are making the strategy work.

Columbia Threadneedle - Impact Investing – Global Emerging Markets
Published: 08 Sep 2023

We have seen the notion of shareholder primacy take the lead across the globe and become the base argument for governance of the corporate world.

Schroders - Earth Overshoot Day 2023: how financial deficits aren’t the only ones investors need to worry about
Published: 18 Aug 2023

As of today, we have used up the planet’s natural capital budget for the year. What does this mean for investors?

abrdn - ESG: 4 Big Sustainability Trends Investors Can't Ignore
Published: 11 Aug 2023

abrdn's Chief Sustainability Officer describes four big sustainability trends that will shape the way people invest for decades to come.

Fidelity - Rise of artificial intelligence underlines role of ESG analysis
Published: 12 Jul 2023

Society is calling for protection against the threats posed by AI. Incorporating AI considerations into investors’ ESG analysis of companies will help.

Pictet Asset Management - Beyond abundance?
Published: 11 Jul 2023

For a number of reasons, we are moving to a world where natural resources previously taken for granted are becoming scarcer.

Robeco - Have your cake and eat it, too: Finding alpha in sustainability
Published: 21 Jun 2023

Finding alpha in sustainability. Asset owners and their stakeholders increasingly expect to achieve their financial goals while ensuring positive non-financial results for future generations as well. The key question is whether it’s possible to do both.

Allianz Global Investors - Circular Food Economy as an Investment Opportunity
Published: 06 Jun 2023

Reducing food waste has typically been described as a “triple win” – for the economy, for food security, and for the environment. But with respect to the wide-ranging implications of food waste for companies, we should consider adding a fourth “win” as investors can draw financial benefits as well.

Schroders - The four pillars of impact investing and how they work in the real world
Published: 31 May 2023

Investors can achieve the greatest positive impact with their capital by focusing on four key themes.

Sarasin - How do we find opportunities in the high-carbon transition?
Published: 25 May 2023

As companies attempt their transition to a net-zero world, we sat down with Ben McEwen, Climate Analyst at Sarasin & Partners, to understand more about what the high-carbon transition means for investors and how we assess the credibility of companies’ climate claims.

Morningstar’s Guide to Sustainable Investing
Published: 31 Mar 2023

Morningstar’s Guide to Sustainable Investing sheds light on the different approaches professional investors and managers can use to make more-informed decisions that align with investors’ sustainability motivations and objectives.

BMO - Why Investors should care about Biodiversity
Published: 07 Mar 2023

What the Global Biodiversity Framework means for companies, investors, and nature outcomes.

Pictet Asset Management - Why COP-15 marks a turning point for environmental investing
Published: 14 Feb 2023

The landmark UN deal on tackling biodiversity loss aims to place businesses and investors in the front line in the battle to protect nature.

Fidelity - ESG Outlook: Getting real
Published: 03 Jan 2023

Sustainable investing has been challenged on many fronts over the last 12 months and we expect conditions to remain volatile in 2023.

Columbia Threadneedle - Food security challenges put spotlight on sustainable transition
Published: 24 Nov 2022

The events affecting the food system from 2020-22 have been remarkable, and may become more widespread. Tackling this brings investment opportunities.

abrdn - Power of Investment
Published: 22 Nov 2022

Investment creates opportunity – the opportunity to change things for the better. To not only create a better future for you and your family, but also for the communities around us, the environment we live in and the industries that shape our society.

J.P. Morgan Asset Management - The evolution of the ESG investment landscape
Published: 17 Nov 2022

Strategists at J.P. Morgan Asset Management shared their views on why investors are paying more attention to ESG factors and how ESG factors can be incorporated into investment decision making.

Fidelity- Running down coal mines beats selling them for real-world carbon impact
Published: 25 Aug 2022

Mining is a good example of the complexities involved in decarbonisation. As some miners opt to sell coal assets, BHP is instead winding down one of its Australian mines. Discover why we are applauding this decision.

Matthews Asia - How to invest in China responsibly
Published: 20 Jul 2022

Investors in China can positively influence the behaviour of Chinese companies and generate attractive risk-adjusted returns in the long run.

J.P. Morgan Asset Management - Mid-Year Investment Outlook 2022
Published: 14 Jul 2022

Sustainable investing continues to gain momentum and the case for considering ESG factors remains as strong as ever. From consumers to policymakers, many economic actors are backing sustainability—creating a powerful portfolio opportunity.

abrdn - EM Demographics – will ageing break a 40-year trend?
Published: 13 Jun 2022

Robert Gilhooly and Edward Glossop think demography is only one factor that will determine long-term interest rates in emerging markets. In this article they look more closely at the dynamics equilibrium and interest rates.

Fidelity International - Big brands need to clean up on plastics
Published: 08 Jun 2022

Whether it is refillable toothpaste tubes or recycled plastic bottles, big global businesses like Colgate, Nestle and Unilever are starting to create the products and solutions the world will need for a future without plastic waste. The problem is no one is quite managing to go fast enough.

J.P. Morgan Asset Management - ESG Explained
Published: 08 Jun 2022

In just a few years, ESG investing has grown in prominence. How can investors capitalize on this trend? What is ESG? The use of environmental, social and governance factors to inform investment decisions.

Fidelity International - The value trapped in our closets
Published: 09 Mar 2022

Portfolio managers Velislava Dimitrova and Cornelia Furse take a look at the companies offering solutions to monetise unwanted items and extend the lives of products, outlining the environmental benefits and investment opportunities this is creating.

abrdn - How to invest to help address the world’s big challenges
Published: 01 Mar 2022

While some progress was made at COP26, it is clear that there is a large credibility gap between words and actions.

J.P. Morgan Asset Management - Women and investing
Published: 28 Feb 2022

The Covid-19 pandemic has had a significant impact on savings and investments. To find out the extent of the impact on women’s finances in particular, J.P. Morgan Asset Management asked 4,000 women across 10 European countries to tell us about their current savings situation.

Invesco - Outlook for ESG in 2022
Published: 30 Dec 2021

Real momentum is building in the environmental, social and governance space. Policymakers are raising the bar; corporates are responding to consumer trends; and the financial services industry is finding its voice. As progress accelerates, 2022 will be the year in which ESG aspirations meet implementation.

Robeco - Creating equity for all goes beyond a firm's walls
Published: 23 Nov 2021

Covid-19 hasn’t eclipsed issues of equality at work, it’s underscored their importance. Equality for women requires thinking about equality at home and along supply chains

Sarasin - Unravelling the conflicts in ‘double materiality’
Published: 22 Nov 2021

Single materiality considers the impact of climate change on the company; double materiality considers the impact of the company on climate change. Head of investment strategy Henry Boucher unravels the conflicts in ‘double materiality’ and where to draw the ‘moral’ line.

Fidelity International - Why supply chain sustainability matters
Published: 28 Sep 2021

The power of active engagement: Fidelity International believes Companies should be held to account on supply chain management - alongside other environmental, social and governance issues.

ESG is here to stay
Published: 20 Sep 2021

Investment Marketing Analyst, Jon Lockyer, looks to dispel the perception that Environmental, Social and Governance (ESG) investing is a passing trend.

BMO - How to invest responsibly in the emerging market dairy industry
Published: 06 Jul 2021

BMO-Discover the ESG implications of investing in the emerging market dairy industry.

Fidelity International - Why we need a global ESG standard
Published: 25 Jun 2021

Fidelity International’s ESG Analyst Survey 2021 reveals that, while many companies report their ESG activities accurately, significant numbers continue to overpromote their ESG performance. To get a true picture of each company’s sustainability credentials, corporates and investors must adopt a consistent global ESG standard.

BMO - Protecting our ocean against its deadliest predator: humankind
Published: 18 Jun 2021

Discover how human activity threatens the ocean and how investors can drive sustainable solutions.

Aberdeen Standard Investments - The investment case for respecting human rights
Published: 27 May 2021

The Covid pandemic has brought renewed focus on the social aspects of ESG investing. How can asset managers incorporate human rights into their approach? And what value does this add?

Sarasin - How to stay responsible in a digital world
Published: 26 May 2021

While technology is key to driving economic growth, there are a number of ESG factors that responsible investors should be aware of. Sarasin’s analysts Josh Sambrook-Smith and Kwai San Wong take us through these issues.