Hopefully, the information within Beneath the Surface of Responsible Investing helps shed some light on this far-reaching topic. Research IP helps many of our consulting clients navigate the maze, but no one client is the same. Over the next few months we hope to share examples, while also continuing to dive deeper into specific areas of this paper. In the meantime, please reach out if you believe we could be of assistance.
The growth in managed funds focused on ESG considerations across the globe has warranted reviews by regulators to assess whether the actual practices of Fund Managers match how the products are promoted. Basically, tackle “greenwashing”. The breadth and depth of disclosure requirements are continually developing and differ across investment jurisdictions. This article gives an insight into recent developments and links for further information.
What part does data play in the consideration of ESG issues when investing in managed funds? What are some key aspects to be aware of regarding ESG data? Is it Active, Passive or ETF?
What are the Sustainable Development Goals? What are the investment merits of the SDGs?
Responsible investing has become a focus area in the investment industry, but greenwashing is rife and the sales pitch is strong, so what really matters? Research IP helps many of our consulting clients navigate the maze, but no one client is the same. The monthly RIPPL Sluice provides some examples of responsible investment in action.
What are the Principles for Responsible Investment? What are the investment merits of PRI?
Which documents will explain what responsible investing approach a Fund Manager applies?
There are many different approaches to responsible investing, some approaches are more proactive and pragmatic than others. Multiple approaches could be used within the same managed fund. The underlying considerations across all approaches are environmental, social and governance factors.
The roots of responsible investing arose from negatively screened investments at religious organisations. Social issues through the 60s and 70s started to influence how investment decisions were being made. Financial markets, the real economy and broader society are all interdependent. An efficient financial market should reflect the real economy and broader society over the long run, thus ESG issues should impact the ongoing concern of companies.
Responsible investment, socially responsible investing, sustainable investing, ethical investing, green investing, and ESG. What are the differences between these investment terms? How long has responsible investing even been around?