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Based on our long-standing views of the financial benefits of sustainability, we integrate some level of ESG (Environmental, Social, and Governance) factor analysis across all our investment processes, and particularly for our sustainable investment strategies.

In a world grappling with escalating water issues, prioritizing water as a strategic business imperative has never been more critical. The operational and financial impacts of water-related risks have started materializing. Our conviction is that companies must consider and manage water as the long-term strategic and operational risk it can represent.

While investors are encouraged to consider climate change in their portfolios, to meet regulatory requirements and mitigate climate-related risks, a number of questions remain.

PFAS have been widely used for decades due to their unique properties in various domestic and industrial applications. They are resistant to water and virtually indestructible. They are also seen as the poison of the century. Where do we stand in terms of regulation? What are the PFAS-related risks? Where are the opportunities?

In an ever-evolving financial landscape dominated by data-driven decision-making and economic uncertainty, understanding the nuances of fixed income investing is paramount.

At Candriam, we are active owners and debtholders. We exercise our rights when we believe action can enhance long-term value for our clients and ultimate beneficiaries.

While these objectives are laudable, there are methodological obstacles. The initial objectives of Solvency II were harmonization, financial stability and policyholder protection. The text had therefore been conceived as a risk-based regulation, based on the valuation of the balance sheet on a mark-to-market basis and on capital requirements calibrated using Value at Risk (VaR) with a confidence level of 99.5%.

After a challenging period for green investing, marked by rising interest rates, supply chain issues, and overcapacity, companies committed to building a sustainable world could remain an attractive long-term option for investors seeking both financial returns and positive impact.