“Taking a leaf out of the book of a two-year-old, sometimes less words and more action can have the biggest effect” Three ESG topics worth spending a bit more time on 🔦
XPS’s Faye Clark, CFA highlights three ESG topics investors should not hide away from in our latest XPS POV. Read here: https://lnkd.in/evGc2jxz #XPSPOV #Investment #ESG
XPS’s Faye Clark, CFA highlights three ESG topics investors should not hide away from in our latest XPS POV. Read here: https://lnkd.in/evGc2jxz #XPSPOV #Investment #ESG
“There is a fiduciary responsibility to consider ESG factors - even if your involvement is for a short period of time - you could be making asset decisions on behalf of long-term beneficiaries. Therefore appreciating the detail, including the lesser discussed areas outlined in this blog, is important.” A point made by Faye Clark, CFA in her blog below… a point well made!
XPS’s Faye Clark, CFA highlights three ESG topics investors should not hide away from in our latest XPS POV. Read here: https://lnkd.in/evGc2jxz #XPSPOV #Investment #ESG
Founder/CEO Single Family Office - Macroeconomics, Capital Markets, Alternative Investments, CRE, Renewable Energy, Waste Management, Net Zero Carbon, ESG & Measurable Impact Advocate
ESG's journey from a tick-box exercise to an all-encompassing lens for investment continues- influenced by shifts in sentiments, regulatory developments, macro-economic turbulence, global conflicts and wider considerations of climate change and social impact. Essential for progress is an alignment of LP and GP priorities and incentives, ESG is here to stay and it is not a trend that will fade away with the time. With great pleasure, I am providing you with the link to the complete report and interviews that were done and published yesterday by the "Private Equity Wire" in London. Throughout the interview, references were made to my remarks that detailed what is ESG to me and why producing a measurable impact is essential for my investments and reputation, adding my detailed approach to choosing investments, managers, partners, and service providers. They also highlight my cautious approach to conducting the ODD at the beginning of the process and continuing it during the holding period through the exit. https://lnkd.in/e9dnDK9g. #privateequity #hedgefunds #venturecapital #sustainableinvesting #impact #privatelenders #wealthmanagement #secondaryinvestments #familyoffice #fundadministration #custodians #duediligence #appraisers #underwriters #valuation #publicequity.
In case you missed it, here are the top stories in ESG and responsible finance from last week: 1. Disorderly transition may spark financial meltdown: https://lnkd.in/eTdxY7Un 2. Impact fund analyst moves to Tcorp: https://lnkd.in/g5ups9Cn 3. Just transition for regional Australia: https://lnkd.in/g3Yw-XZw #ESG #sustainablefinance #responsiblefinance #justtransition #climatechange
Is it time to rethink your #ESG strategy? Investors have relied on #ESGratings since the 1980s. But they may be better off switching to more sophisticated methods like ESG integration as #regulations tighten. Head of Core Equities Christoph Lang, CFA and Chief Sustainability Officer Dr. Daniel Wild say that a more nuanced strategy based on a deeper analysis of financial and ESG data is no longer optional. Get their insights in our latest article: https://lnkd.in/en7M4q6E #ESGstrategy #sustainableinvesting 💡
Senior Consultant @ IG Wealth Management | Financial Balanced Perspective
We believe investment decisions are better informed where material ESG factors are considered alongside traditional financial analysis. Learn more about ESG integration and our approach to sustainable investing at https://ow.ly/F7a250Q8WO4 chrome-extension://hdppkjifljbdpckfajcmlblbchhledln/bcr.html?bcr=https://ow.ly/Q3qR50Q8WTn #balancedperspective
Passionate about sustainable investments and pensions - providing actionable advice to clients on delivering top quality financial outcomes to their customers. All views are my own.
This is a really interesting finding. Advisers are fond of telling their clients to invest with long term horizons in mind and not to get spooked by market volatility. Is this evidence that advisers have been spooked by culture wars or the current outperformance of non-sustainable assets like oil and gas stocks, and less focused on longer term concerns over stranded assets? Moreover, should we worry that advisers' negative sentiment on sustainable investments could reduce their likelihood of presenting a balanced view of ESG to their clients? All advisers are not the same, clearly, but the industry has a duty to help clients choose suitable investments according to their preferences and values. Consumer Duty only reinforces this. #investments #ESG #advisers #consumerduty
ESG Investing Might Never Recover https://lnkd.in/g_39ap6P #https://lnkd.in/eyxTSbW #https://lnkd.in/eCgnDP9
ESG specifically refers to information that investors are increasingly demanding on those topics for one simple reason: It matters. https://lnkd.in/eQPwgG56
"The vast majority of investors and fund managers incorporate climate and social risk factors into their decisions even if they don’t call it ESG." This story from the Financial Times aligns with our research using InferenceCloud.ai quantitative insights into the relevance of #esg terms to investors when choosing an asset manager. Bottom line of that: ESG terminology itself remains surprisingly relevant in this context - in spite of the backlash - but #assetmanagers need to reconnect the use of non-financial factors in portfolio management with enhanced returns, rather than social purpose. As Calpers told the FT: “We believe by investing in that strategy we can achieve outperformance." What matters here is substance, not labels. Read our research here: https://lnkd.in/gN8s-gQk Jason Wincuinas Steve Garton Mark Seall
Director, Responsible Investing Advisory
1moGreat piece, Faye! We spend a lot of time talking about the S here too. I think people outside the industry often misunderstand responsible investing or ESG investing as the intention to do good at the expense of returns, whereas the reality is that it's about making better, more sustainable investment decisions. As far as social issues are concerned, things like trade union disputes at Starbucks, mining sites not having their licenses renewed due to Indigenous opposition (Rio Tinto recent example), regulation like the Modern Slavery Act in Canada requiring disclosure from global companies...All can have very tangible financial impacts, both in terms of risks and opportunities, and at the end of the day, that's what clients are paying their asset managers to identify!