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. For more context, our research paper, Beneath the Surface of Responsible Investing, takes a deeper look at the investment merits of different managed fund approaches applied in New Zealand, Australia, the United States and Europe. 

We bring you the RIPPL Sluice to provide examples of responsible investment in action every month.

BNP Paribas Asset Management – Biodiversity Footprinting – Underlying Corporate Holdings

In France, biodiversity reporting is now a requirement with Article 29 of the law on Energy and Climate. BNP Paribas tests biodiversity footprinting on the corporate holdings in their global portfolios. When will this find its way to this part of the world?

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S&P Global – Climate & ESG Index Dashboard – A Passive Approach

The dashboard shows plenty of ways you can slice and dice ‘ESG’ using a passive approach. Short term performance of the climate and ESG indices until Q2 2022 underperformed the parent benchmark due to zero exposure to the energy sector and the negative selection effect of tech stocks, but over three years nearly all outperformed.

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Robeco – Sustainable Enhanced Indexing – The Shortfalls of Passive Investing

Robeco list the challenges of sustainable passive investing, including not having the tool of divestment as recourse. Robeco suggests an alternative way to construct a sustainable portfolio using factor investing and integrating multiple sustainability dimensions.

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Research IP delivers high quality investment fund research and consultancy services to financial advisers, charities & NFPs and the broader financial services industry. Our experience spans well over 20 years working directly across the multiple facets of finance, so we understand the key drivers and challenges for managers, as well as the impact for investors and the broader industry.

We strive to give you the best information, so you can help your clients make better decisions, and feel more confident about doing business with you. We believe that not only can everybody win, everybody should.

Reach out to us today about your research and consulting needs, and how to make the data work for you, and your clients.

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Photo credit: BNP Paribas, S&P Global, Robeco

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While every care has been taken in the preparation of this information, Research IP makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This blog post has been prepared for the purpose of providing general information, it is not personal financial advice and should not be relied upon as a substitute for detailed advice from your authorised financial adviser. You should, before making any investment decisions, consider the appropriateness of the information in this email, and seek professional advice, having regard to your objectives, financial situation and needs.

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