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.
| China’s Dominance in Clean Energy Metals The necessary shift from fossil fuels to renewable energy opens up interesting questions about how geopolitics, and these supply chains, will be affected. In the race to secure raw materials needed for the green revolution, new world powers could emerge as demand for clean energy metals grows. For now, China has the lead. READ MORE |  |
 | Does Passive ESG Investing Actually Exist? The rapid growth of global ESG assets under management corresponds with the growth of popular ESG indexes. But changing methodologies and expanding exclusion lists are increasing the active risk of these indexes. The situation led three researchers to ask a simple question: “Does the term ‘passive’ even apply to ESG investing?” Short answer: It’s complicated. Their complete analysis was recently published by Enterprising Investor. READ MORE |
| The green inflection point: Driving decarbonization of the real economy Some of the key tools and approaches used by the financial sector to address climate change have historically focused on “not doing” certain things, whether they be limiting lending, removing portfolio exposures through exclusion, or divesting, to name just a few. While all these activities send a message, help create awareness and lead to acceptance, their real-world impact on decarbonization has limitations. READ MORE |  |
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.
Would you like to see research on a Managed Fund? Then enquire here.
Photo credits: Visual Capitalist, CFA Institute, UBS