May 2022
05May

Using dollars for change. Seven key insights into impact investing for 2022 and beyond

By FIDELITY Charitable Impact investing is the practice of making purposeful investments that generate financial returns, while also helping to achieve social or environmental benefits— exemplifying the idea of “doing well while doing good.” The idea of linking one’s investments and values has become increasingly popular in recent years, particularly as there are generational shifts in wealth from Baby Boomers to Gen Xers and Millennials. Younger generations bring a new mindset to their everyday decisions—seeking to align their choices with their...

May 5, 2022
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04May

Entendiendo las inversiones según criterios ESG

Por Emily Ulrich. S&P Global   La inversión sostenible es uno de los segmentos de más rápido crecimiento dentro la industria de administración de activos, así como uno de los más complejos. El presente artículo busca aclarar algunos aspectos de este tema que adquiere cada vez más importancia. Invertir de manera sostenible significa incluir aspectos “extrafinancieros” en la toma de decisiones de inversión, es decir, considerar factores ambientales, sociales y de gobierno corporativo (ESG por sus siglas en inglés – environmental, social,...

May 4, 2022
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03May

Millennials Will Make Impact Investing Mainstream

Impact investing will likely become a mainstream investment strategy as millennials attain more wealth, according to a Fidelity Charitable study that found that 61% of millennial investors already practice impact investing, compared with only one-third of all investors. “We find that investors are increasingly interested in aligning their investments with their broader values and desire for social change,” Scott Nance, vice president of impact investing at Fidelity Charitable, said in a statement. “And the trend toward values-based investing will only...

May 3, 2022
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April 2022
29Apr

Europe dominates green finance index, but U.S. cities catching up

Western European cities, led by London, continue to dominate when it comes to green finance, but U.S. cities are starting to catch up, according to the Global Green Finance index published Thursday by London consultancy Z/Yen Group. Compared with the first one published in March 2018, the ninth edition of the semiannual index found more correlation between U.S. cities' standing as financial centers and their green credentials, said Mike Wardle, a director and head of indexes for Z/Yen, in an...

April 29, 2022
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The New Corporate Governance
28Apr

The New Corporate Governance

By Oliver D. Hart & Luigi Zingales In the last few years, there has been a dramatic increase in shareholder engagement on environmental and social issues. In some cases shareholders are pushing companies to take actions that may reduce market value. It is hard to understand this behavior using the dominant corporate governance paradigm based on shareholder value maximization. We explain how jurisprudence has sustained this criterion in spite of its economic weaknesses. To overcome these weaknesses we propose the...

April 28, 2022
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Environmental, Social and Governance Considerations in Pension Plans
28Apr

Environmental, Social and Governance Considerations in Pension Plans

By Paul Williams & Elizabeth Harker Speaking at the United Nations Climate Change Conference ("COP26") in October 2021, the UK Secretary of State for Work and Pensions, Thérèse Coffey, said that pension schemes can become a "superpower" in fighting climate change and propelling the world to net zero. But to what extent does the legal landscape within which pension schemes operate allow them to perform this role, and indeed to what extent should they be performing this role? Here in the...

April 28, 2022
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26Apr

UK. Two thirds of investors prioritise returns over ESG

Two thirds of UK retail investors do not mind if their investments are sustainable but are instead focused on the returns they bring in. Some 66 per cent of the 1,000 investors surveyed by Charles Schwab UK said they are purely focussed on maximising returns. Just under half (44 per cent) of respondents said they regularly consider environmental, social and governance factors when making a new investment. This drops to 28 per cent among the ‘Boomer’ generation (aged between 57 and 75),...

April 26, 2022
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26Apr

UK. Aegon investing £3bn in BlackRock ESG range

Aegon is investing £3bn of its default funds into a range of ESG index funds launched by BlackRock. The firms worked together on the iShares range, which includes six ESG equity income index funds which track Morningstar’s regional and country-specific indices. The change means that ESG exposure in the Aegon workplace default fund will double to 60 per cent for investors in the growth stage of their retirement savings, and to 40 per cent for those in retirement. A number of other...

April 26, 2022
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20Apr

What does the future of ESG disclosure look like?

For trustees, the rise of environmental, social and governance factors within the pensions sector has resulted in a shift in agendas, with compliance and regulatory matters growing in prominence. Fifty-three per cent of trustee boards now consider ESG an important agenda item, according to research produced by the Pensions Management Institute and BMO Global Asset Management in 2021. This is up markedly from 2020, when ESG was important for just 29 per cent of trustee boards. With current regulatory shifts and changes...

April 20, 2022
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20Apr

ESG, SRI, Impact Investing: What Are They, How to Get Started, and How Funds Have Performed

What is ESG, SRI, and impact investing, and how have ESG funds performed? ESG, SRI, and impact investing may seem like last decade's buzzwords, but they now have enough capital and data behind them for investors to pay attention to. ESG stands for environmental, social, and (corporate) governance. ESG investors look for companies that lead in those areas in addition to strong financial returns. Broadly speaking, ESG investors, socially responsible investors (SRI), and impact investors invest in companies that are both financial...

April 20, 2022
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