05/20/2022

Is There Alpha in ESG Data for Sovereign Debt?

We have not been able to find systematic alpha in ESG data for sovereigns so far. However, for a discretionary fund manager, ESG data analysis is a potential rich area for idiosyncratic alpha.

05/10/2022

Winds of change

The pressure is not just coming from the UN, but from the general public, too.

05/09/2022

Adapting to climate change through equity investing

The IPCC has discovered that adaptation efforts are currently fragmented, small in scale, incremental, sector-specific, designed to respond to current impacts or near-term risks, and focused more on planning rather than implementation.

05/09/2022

ESG: Defining a brave new world

This information will form the basis of a new sustainable investment labeling regime that will make it easier for consumers to navigate the range of investment products available to them