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Feb 23, 2021

Socially responsible returns: including ESG in risk analysis

The concept of Risk Adjusted Return on Capital (RAROC) has been around for many decades. The idea is quite simple—that not all returns are equal. If two investment approaches result in the same level of returns but one incurs much more risk to do so, then obviously any savvy investor would choose the less risky approach. The “risk” term in this equation is completely subjective. There are many ways to define risks, such as Value at Risk (VaR), Volatility and Standard Deviation. But why should analytics only consider financial risk? In today’s investment world there should also be some sort of consideration for the environmental and social attitudes and practices of the companies being invested in.

Nov 9, 2020

Align your clients’ values to their investments via comprehensive ESG data

Funds focused on investing in firms with strong ESG (environmental, social and governance) profiles bounced back from the coronavirus-driven market sell-off in a big way this year. According to research from Morningstar’s Global Sustainable Fund Flows report, ESG funds hit a global record high of more than US$1 trillion AUM as of the end of June, with global inflows into sustainable funds during the second quarter of 2020 up 72% quarter over quarter. “The disruption caused by the pandemic has highlighted the importance of building sustainable and resilient business models based on multi-stakeholder considerations,” the report stated.

Oct 1, 2020

Choosing the right vehicle for ESG

In the current landscape, asset managers must differentiate their offering or risk losing sales, market share or product placement. Whether it be new product structures or investment strategies, firms continuously innovate from a product development perspective to discover, demonstrate and defend their differentiators, whether those differentiators are performance, price, process or personalization.

Mar 9, 2020

ESG performance analysis: supporting sustainable investing

According to a recent study, 80% of the world’s 500 largest asset managers report greater client interest in sustainable investing. These firms also saw environmental, social and governance (ESG) investment mandates increase by more than 20% in 2018.

Dec 30, 2019

Top blog posts of 2019

As we wrap up 2019, we invite you to join us in looking back at our most-read blog posts from this past year. In chronological order, here’s the list for 2019. We look forward to sharing more content and more conversations in 2020. Happy New Year!

Aug 19, 2019

ESG investing: trends and challenges

ESG investing consists of investing in ways that promote sustainable investments made with the intention of generating measurable social and environmental impact alongside financial returns.

Aug 15, 2019

Product trends: what the future holds

Like a hurricane that never ends, the investment management industry continues to be buffeted by disruptive forces – fee compression, technology, regulatory uncertainty, the list goes on.  To that end, we recently surveyed Heads of Product Management and Product Development from 35 firms across the industry to get their perspectives on key issues.

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