ESG

ESG, SRI, Equities, Research Paper, Water

PFAS: Genius gone wrong

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?
Fabrice Sauzeau, ESG, SRI

On the road to sustainable Solvency II

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%.
ESG, SRI, David Czupryna, Circular Economy

Beyond Fossil Fuels: Why Green Investments Are Still the Future

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.
Benjamin Chekroun, Research Paper, ESG, SRI

Human Capital Management in European Small and Mid-sized Companies: Analysing the Data

Despite constraints on both their human and financial capital, Small- and Mid-Sized companies (SMIDs) share similar business ambitions with their larger counterparts while competing for the same talent. They need talent to fuel their growth, yet that rapid growth can strain employees. Attracting and retaining talent, while simultaneously maintaining workforce productivity, poses a challenge.
Climate Action, ESG, SRI, Equities, US elections, Marouane Bouchriha

2024 US Elections and Climate Policy Impact

The impact of the 2024 elections on the decarbonization theme is of paramount importance, considering that the year marks a significant electoral period globally with 64 countries and the European Union - representing nearly half of the global population - heading to the polls.
ESG, SRI, Climate Action

Scope 3 emissions data: Handle with care

In the vast subject of the challenges and difficulties of climate analysis from an investor's point of view, scope 3 emissions emerge insistently as one of the main stumbling blocks.
Patrick Zeenni, Fixed Income, ESG, SRI, Credit

A sweet spot for euro investment grade investors

After 2022, which covered the end of a decade of monetary policy loosening, 2023 has been the year of the repricing of the whole interest rate curve. The end of Central Banks’ "higher for longer" mantra supported a steepening of the yield curves and repriced real interest rates which are back now in positive territory, for the first time in close to ten years.
Research Paper, Maïa Ferrand, ESG, SRI

Investing in Natural Capital: Challenges and Opportunities

Defined as the “stock of renewable and non-renewable natural resources (e.g.,plants, animals, air, water, soils, minerals) that combine to yield a flow of benefits to people” by the Natural Capital Coalition, natural capital is at the source of everything that surrounds us.
Climate Action, ESG, SRI

COP28: Realistically optimistic?

COP28 ended with a final statement that can be considered historic, mentioning for the first time the need to transition away from fossil fuels. However, this landmark deal should be considered as the start of a more ambitious journey, that will remain dependent on governments’ ability to step up their commitments and action.
ESG, SRI, Climate Action

COP28: final countdown on climate ambitions

As the COP28 kicks off at the end of the month in Dubai, we are paying close attention to this highly anticipated event, albeit mixed expectations.
ESG, SRI, Oncology

Advances in Healthcare and Oncology: A Pink October Perspective

Good news! The five-year survival rate for women diagnosed with breast cancer in the United States is now 90%[1]. Unfortunately, when looking at other statistics, the outlook worrying: one in eight women will develop an invasive form of breast cancer during their lifetime. In 2020, two million new cancer cases were diagnosed worldwide. Breast cancer is the most common cancer type among women and the second deadliest, following lung cancer. To better understand the urgency of treatments: in 2020, 685,000 women lost their lives from breast cancer.
Research Paper, Fabrice Sauzeau, ESG, SRI

New pension regulations: what conversations are underway?

One clear conclusion is that pension fund-related institutions which have not yet embraced ESG will find themselves suddenly launched two squares forward on the chessboard, as they rush to integrate ESG into the overall governance of how they manage or administer pension assets and plans.
Research Paper, ESG, SRI, Marouane Bouchriha

Green Innovations: Biofuels

The Russian invasion of Ukraine has been yet another wake-up call for our need for energy independence. While Europe's reliance on Russian gas was evident, Russia is also one of the largest oil producers, exporting half of its production to Europe before February 2022.
ESG, SRI, SFDR

Stay on Top of SFDR

Sustainable Finance Disclosures Regulation (SFDR), mandatory ESG disclosure obligations, was introduced by the European Union to improve transparency in the market for sustainable investment.
Research Paper, ESG, SRI, Cemre Aksu, Lucia Meloni

The State of pay: ESG metrics in executive remuneration

Publicly-traded companises have begun to incorporate ESG performance metrics into their executives’ compensation packages as part of efforts to increase transparency on their accountability vis-à-vis shareholders.
Q&A, ESG, SRI, Thomas Joret, Vincent Compiègne, Jean-Claude Tamvakis, Nicolas Jullien

Improve the ESG profile of your High-Yield investments

For the portfolio management team in charge of the Global High Yield strategy, made up of Philippe Noyard, Global Head of Credit, Nicolas Jullien, CFA, Head of High Yield & Credit Arbitrage and Thomas Joret, Senior High Yield Fund Manager, combining their 20 years’ expertise in High-Yield bond investment with ESG (Environmental, Social & Governance) analysis, represented by Vincent Compiègne, Deputy Global Head of ESG Investments & Research, has the potential to outperform significantly over the long term.

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