The idea behind a green bond is relatively simple – the issuance should support an issuer’s transition. Therefore, when investing in the green bonds space, the first step should always be a detailed analysis of the issuer – as the instrument’s fundamentals will only ever be as credible as the issuer’s transition plan. When evaluating … Read more
Only eight asset managers have earned the level of ‘Leader’ in Morningstar’s latest ESG Commitment Level Landscape assessment, while a number of the largest asset managers remain ‘Basic’ or ‘Low’ in their ESG credentials. Affirmative Investment Management, Australian Ethical, Boston Trust Walden, Domini, Impax, Parnassus, Robeco and Stewart Investors were awarded Morningstar’s highest distinction of … Read more
Sustainable investment boutique Castlefield has hired James Buckley (pictured) as lead manager of the £22.1m CFP Castlefield Sustainable European fund. He joins from from Cantor Fitzgerald Ireland where he was head of equity research since 2021. Prior to that, he was head of European equities at Barings for over 14 years. Buckley has also held roles at Premier … Read more
The International Sustainability Standards Board (ISSB) has been urged to make human capital and human rights a priority for its next set of global reporting standards. Some 21 investment firms managing assets of more than $1trn, including Impax Asset Management, EQ Investors, Rathbone Greenbank and Tribe Impact Investment, have signed a letter to the ISSB, … Read more
The gender investing gap is widest among the younger generation, according to AJ Bell’s Money Matters campaign. The campaign found that among under 25s, just 37% of stocks and shares ISA contributions are from female investors. This widens further in the 25-34 age bracket, with only 35% of stocks and shares ISA investors being women. … Read more
Thematic investment firm Rize ETF has rolled out the Rize Global Infrastructure UCITS ETF and Rize USA Environmental Impact UCITS ETF. The SFDR Article 9 funds are listed on the London and Frankfurt stock exchanges, while they are set to launch on the SIX Swiss Exchange “in the coming weeks”. Rize Global Sustainable Infrastructure ETF … Read more
Even though I knew for months that an ESG firm was thinking about removing its exclusion on nuclear power producers, I was taken aback when I read their press release. Why would they revert their position and turn to nuclear when investing in renewable energy has grown so dramatically? In reading their statement, I didn’t … Read more
Infrastructure and real estate are at the forefront of net-zero action – through the installation of solar farms, the upgrading of transmission lines, and improving building energy efficiency. Global utilities are pushing to shutter fossil-based generation and upgrade water systems, while in communications and transport, companies are enabling telecommuting, optimising logistics and reducing congestion. Companies … Read more
A career in the church and a career in investment management might seem worlds apart, but for Rev Dr Andrew Harper, chief responsibility officer at Christian ethics-based investment manager Epworth Investment Management, they are a natural fit. Prior to joining the firm in April 2021, Harper spent time managing overseas aid and education programmes in … Read more
The International Sustainability Standards Board (ISSB) has been urged to make human capital and human rights a priority for its next set of global reporting standards. Some 21 investment firms managing assets of more than $1trn, including Impax Asset Management, EQ Investors, Rathbone Greenbank and Tribe Impact Investment, have signed a letter to the ISSB, … Read more