WHAT IT TAKES TO BE RESPONSIBLE CUSTODIANS OF OUR CLIENTS’ CAPITAL
BY PETER BROOKE Boutique Head, MacroSolutions
Responsible investment is important. It is relevant. And we engage with it on a daily basis. We are committed to incorporate ESG factors into our investment and ownership decisions. We deliver to our commitment by considering two sides of responsible ownership: firstly, whether to own an asset (pretrade) and, secondly, influencing the outcomes on assets that we already own (post-trade).
GLOBAL SHIFTS IN THE ASSET MANAGEMENT INDUSTRY – AND WHY RI MATTERS
BY HYWEL GEORGE Director of Investments
More than 40% of US asset owners have incorporated ESG factors into their investment decisions, up from just 22% in 2013, states the annual Callan ESG Survey Report (August 2018). The top two reasons cited for this ESG incorporation were expectations to achieve an improved risk profile and fiduciary responsibility.
THE STATE OF STEWARDSHIP IN 2019
BY ROBERT LEWENSON Head of ESG Engagement
If 2018 was a watershed year for stewardship, then this year certainly picked up where last year left off. It wasn’t long before some key ESG themes came squarely into the spotlight again as a number of companies became victims of their failure to manage material ESG risks appropriately.
CONNECTING THE DOTS
BY TEBOGO NALEDI Director of Institutional Business
It is a flagrant misconception that investors do not care about sustainability. Most long-term investors, be they pension funds, insurance companies and mutual funds, invest on behalf of long-term savers with a vested interest in long-term value creation, and many have clear sustainability themed expectations of the companies in which they invest. However, the debate still exists over whether there is a price to pay for investing responsibly: whether the self-imposed environmental, social and governance (ESG)disciplines lead to lower returns. Is it really a case of choosing between your returns and your values?