September 30, 2020 For DC Plans, Pandemic Reinforces Value of Consultants and Advisors by Jennifer DeLong Economic and market turmoil from the COVID-19 pandemic underscores the need for sponsors to shore up their plans. Can consultants and advisors help? We believe they can—not just during the crisis but with what’s coming beyond it. Plan Design, Policy & Regulation Likes 0 SHARE Bookmarks
September 23, 2020 Making Sense of ESG Bond Structures by Shawn Keegan, Salima Lamdouar Investors are eager to buy bonds that help create a better, more sustainable world. Here’s how to navigate the evolving landscape. Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
August 06, 2020 DOL’s New Rules Don’t Have to Slow DC Plan ESG Adoption by Jennifer DeLong, Michelle Dunstan Demand for ESG investing is growing among DC plan participants, but with plan sponsors facing many choices and proposed new DOL rules, what’s the best approach? As we see it, fully integrating ESG considerations is fundamental to better financial outcomes—which is always in participants’ best interests. Plan Design, Policy & Regulation, Responsible Investing/ESG, Target-Date Solutions Likes 0 SHARE Bookmarks
August 05, 2020 Do COVID-19 Subsidies Threaten Shareholder Value? by Michelle Dunstan, Diana Lee As more companies tap government stimulus funds, questions are being asked about how shareholders may be affected. To answer these questions, investors must assess how corporate behavior and stakeholder engagement will shape a company’s long-term outlook. Coronavirus, Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
June 29, 2020 ESG Research Helps Reveal Resilience amid COVID-19 by Michelle Dunstan By integrating ESG analysis with fundamental research, investors can get a better understanding of the opportunities and threats the pandemic poses for business models. Coronavirus, Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
June 08, 2020 Multiple Lenses of ESG Integration by Robert Milano, Ryan Oden Incorporating ESG factors into the research and investment process provides equity investors with more ways to gauge risks and opportunities. Equities, Responsible Investing/ESG Likes 1 SHARE Bookmarks
April 16, 2020 Coronavirus Crisis Adds Urgency to Sustainable Investing Agenda by Dan Roarty Companies with strong ESG credentials will play an essential role in addressing the dramatic changes being triggered by the COVID-19 pandemic. Coronavirus, Equities, Responsible Investing/ESG, Volatility Likes 0 SHARE Bookmarks
March 24, 2020 Is Vietnam Ready to Fill China’s Supply Chain Gaps? by Min Zhou, Vivian Chen Postcard from Vietnam: On a research trip to Vietnam before the coronavirus crisis, our analysts discovered what it takes for manufacturers to outsource successfully. Coronavirus, Emerging Markets, Equities, Trade Wars Likes 0 SHARE Bookmarks
March 10, 2020 Broadening ESG Perspectives in European Equities by Tawhid Ali, Andrew Birse How can you know how well a company is dealing with ESG challenges? Integrating ESG issues in fundamental research adds insight on sustainability performance. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
February 20, 2020 Tech Stocks Should Be Prominent in ESG Portfolios by Dan Roarty The Wall Street Journal criticized ESG portfolios earlier this month for being dominated by big technology stocks. But we think technology stocks are integral to a responsible investing agenda when chosen as part of a well-defined process targeting companies that foster environmental, social and governance (ESG) improvements. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
February 04, 2020 Beyond Green Bonds: Innovations in Sustainable Investing by Shawn Keegan ESG investors, take note: a controversial new bond format that links a company’s sustainability goals to its bottom line could be a game changer. Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 25, 2019 Big Tech Faces Big Test on ESG Issues by Lei Qiu, Dan Roarty As big tech and media companies face growing concern about the power of their businesses, more questions about environmental, social and governance (ESG) issues are likely to be raised. Social and governance issues deserve greater attention amid increasing regulatory scrutiny of industry giants. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 11, 2019 ESG: A Key Component of Quality Companies by Mark Phelps Today, ESG issues may be more prominent in investors’ minds and approaches, but quality investors have been asking these questions for some time. Late-Cycle Investing, Responsible Investing/ESG Likes 1 SHARE Bookmarks