7 min readCash investors looking to incorporate ESG face an interesting dilemma: Can you invest in oil majors while claiming to be an ESG investor? The answer may surprise you. Part 1: A Recent History of Energy The prominence of ESG investing has increased significantly in recent years, and nowhere has its impact been felt more than…
7 min readCash investors looking to incorporate ESG face an interesting dilemma: Can you invest in oil majors while claiming to be an ESG investor? The answer may surprise you. Part 1: A Recent History of Energy The prominence of ESG investing has increased significantly in recent years, and nowhere has its impact been felt more than…
6 min readHow the availability of ESG data is changing the way investors can apply ESG to their decision-making process Much of the commentary surrounding ESG investing hails it as an approach which has largely been developed and risen to prominence in recent years. While its rapid rise in popularity since the COVID pandemic has led to…
4 min readHow auto manufacturers are developing strategies for improved ESG ratings Over the past several years, auto manufacturers have been increasingly focused on reducing carbon emissions via improving vehicle fuel efficiency and transitioning their product lines to fully electric vehicles. This increasing focus isn’t unfounded: according to the International Energy Agency (IEA), the transportation sector accounted…
6 min readMarket participants seeking guidance on what sustainability means for their business and how to implement something more than a working definition have led financial regulators and standard setters to start crafting sustainable reporting frameworks. While still in their infancy, they mark a significant step towards effectively integrating sustainability concerns into financial markets. Broadly speaking, these…
7 min readThe old saying that the only constant is change rings true in the realm of ESG investing. The pace at which the ESG landscape continues to shift is remarkable, and it routinely leaves government organizations, companies and investors struggling to keep step. Perhaps unsurprisingly then, there is now a demand for greater consistency and transparency…
16 min readIntroduction It has been our tradition to offer up three broad themes that will likely have the greatest impact on cash investments in the new year. After the research staff endured 20 months of work-from-home, I wanted to reward endurance by inviting them to each pick a theme for this look-ahead piece, hence the “three…
6 min readWhile most major integrated oil and gas companies have expressed alignment with the Paris Agreement, efforts made by U.S. players to address climate change with a transition to more renewable energy sources have fallen short in comparison to their European counterparts. As some drag their feet on sustainability efforts, governments, world organizations and financial institutions…
1 min readESG (environmental, social, and governance) investing principals have been discussed for more than a decade, but they have only recently gained traction in the fixed income world. In this webcast, Ray Facinelli, EVP-Director of Business Development, and Pate Campbell, an analyst with the Capital Advisors Group credit research team, discuss what institutional cash investors need…
6 min readIn recent years, we have seen an increasing number of asset owners and managers integrating ESG research into their investment decision making. Aside from driving capital towards sustainable companies, ESG analysis enables a more wholistic understanding of the risks associated with an investment opportunity. As discussed in the first installation of this series, ‘It’s Not…