ARTICLE 11/21

Reporting ISR pour les portefeulles d'investissment: trois bonnes raisons pour s’y mettre

Le Règlement « Sustainable Finance Disclosure Regulation » (SFDR) est entré en vigueur le 10 mars 2021. Ce texte comprend de nouvelles obligations pour les acteurs des marchés financiers européens quant aux critères IRS (investissement socialement responsable), ESG en anglais. 

ARTICLE 09/21

Blue is the new Green:
the next wave of Sustainable Investing

We have all heard about Green Bond and its siblings : Social Bond and Sustainability Bond, but little has been written about the newborn of the credit family: Blue Bond.

Most institutional bodies - corporates, financial institutions, governments, and municipalities - can issue blue bonds to fund ocean-related assets and to deliver initiatives that support the SDGs (the United Nation’s 17 Sustainable Development Goals).

ARTICLE 05/21

The importance of materiality for ESG impact analysis

There are more and more environmental, social and governance (ESG) information disclosed publicly but it is still challenging to identify, measure and assess which information is more relevant for decision making. The only pertinent ESG information are the material ones, in other words the ones that are reasonably likely to impact the financial condition or operating performance of the company.

ARTICLE 11/21

Sector rotation hurts, but green investors hold their breath for COP26

ESG and sustainable investing has become a key selling point for most fund promoters. Do funds that claim to be biased towards sustainability really offer investors an exposure to sustainable investments? Can we see this in an analysis of their exposure and biases? In this article we report the results of an analysis we performed on some of the largest equity mutual funds available in the market. What is specific is that our analysis is focused on the sustainability aspects

ARTICLE 07/21

Post pandemic infra plans should benefit the green transition

The ESG gold rush has never been more real with 330 new funds launched year to date and a threefold increase in the number of companies net-zero targets.

Investors shifted from a myopic profit maximization focus to a more sustainable model where capital appreciation matters as much as environmental and social considerations. This trend confirms the need for SFDR to dissociate change-makers from marketing specialists.

ARTICLE 04/21

ESG vs non ESG portfolios: SFDR unveiled real sustainable funds and greenwashing attempts

An ever-increasing number of portfolio managers discloses to include ESG criteria in their investment process. SFDR regulation entered in force in March 2021, supporting fund selectors with a precise classification of ESG strategies, in order to identify the purely sustainable investments and to avoid greenwashing.

ARTICLE 10/21

Sector rotation hurts, but green investors hold their breath for COP26

After winning fame for “Most Underperforming Asset” over the last few years, commodities are now putting a smile on the face of fossil fuel investors. After months of frustration from lockdowns, the reopening of the economy unleashed a hoard of heavy pocketed avid buyers. Industrial activity also resumed at full throttle. So much so that the imbalance in supply and demand, amplified by supply chain bottlenecks, naturally drove prices higher in everything from furniture and food to cars and particularly energy.

ARTICLE 06/21

The impact of SFDR and its relevance for SDG objectives

SFDR regulation entered in force in March 2021, supporting fund selectors with a precise classification of ESG strategies, in order to identify the purely sustainable investments and to avoid greenwashing.
 

ARTICLE 03/21

SDG 7 and Hydrogen:
a new investment thematic?

As the world struggles to control climate change and CO2 emissions, the search for alternative sources of energy is accelerating. Renewables (solar, wind and hydro power) have made good progress in terms of both capacity and efficiency, driving down costs. However, one of the biggest challenges is how to store the power generated from those renewable sources.