Beyond Traditional Risk—Measuring A Portfolio’s ESG Profile
In today’s podcast, we will speak with Harindra de Silva, Ph.D., CFA®, Portfolio Manager for the Wells Fargo Asset Management (WFAM) Analytic Investors team, about how traditional risk—as measured by price volatility—may be improved upon by measuring and managing environmental, social, and governance (ESG) profiles within a portfolio.
Responsible Investing in a Traditional Asset Class
Climate Change: The Resiliency of Global Utilities
Tom Lyons, Head of Climate Investment Research and Senior Investment Analyst with Wells Fargo Asset Management, discusses climate change as it relates to the utilities sector and the Climate Change Working Group’s framework for assessing individual firms.
Cyclicals 2.0: Green and Digital
While unique and specific to each country or region, the policy moves seen around much of the world have an unusual amount of commonality with substantial support recurring around two broad themes: green and digital
The Race to Zero
Why We’re Overweighting Renewable Energy
Public Markets Show Their Mettle: How London’s Dynamic Markets Are Responding To COVID-19
It has been a truly testing period. The markets have experienced significant volatility, showing a steepest-ever fall of 30% from peak to trough in the FTSE 100 and FTSE 250.
Exploring the Emerging Market Small-Cap Equities Universe
In this episode, we’ll explore the overlooked investment universe of emerging market small-cap equities with Prashant Paroda, Associate Portfolio Manager with the Berkeley Street Emerging Markets Equity Team at Wells Fargo Asset Management.
As ESG Investment Grows, an Asset Manager Looks to Futures
New ESG futures around the S&P 500 help Swedbank Robur meet its ESG commitment to clients. Investors are demanding greater transparency around funds, as the industry seeks sustainability standards.
Never Waste a Crisis: Sustainable Strategies after COVID-19
As the market turmoil caused by the COVID-19 pandemic necessitates institutional investors to review their asset allocations and mandates over the coming months, we expect them to embrace invention, in the form of climate and sustainability-tilted smart beta strategies, or what we refer to as Smart Sustainability.
ESG Leaders that Averaged 40% Returns Since 23 March
ESG Shines Brightest Among Alternatives in April
Are We Heading Back Towards Single-Use Plastic Because of Coronavirus? How Businesses Need to Renew Their Vows
COVID-19 and the Impact on Sustainable Investing
The COVID-19 pandemic could lead to long-term behavioral changes that benefit the environment and drive interest in sustainable investing, says Hamish Chamberlayne, Head of Sustainable and Responsible Investment.
The Meaty Realities of Food Production
As investors, we are particularly interested in how companies are managing ESG risks in both their operations and supply chains, as well as whether they are seeking opportunities in high-growth areas such as vegan protein.
Amid Crisis, Businesses Reveal Their True Character
ESG: Nature’s Solutions Overshadowed by Vaccine Push
How Coronavirus is Turning the Spotlight on Sustainable Investing
Coronavirus Daily Focus: The unrelenting march of the coronavirus reminds us that environmental and social problems are increasingly clear financial risks that investors need to manage appropriately.
Where America Gets its Power
ESG Issue Series: Renewable Portfolio Standards
Renewable Portfolio Standards (RPS) are state-level regulation standards that specify the percentage of electricity to be generated from renewable resources (wind, solar or other) that utilities will sell. Although RPS differ widely by state, the regulations essentially obligate an electric utility to diversify energy sources and promote local energy development.
What to Avoid in Emerging Markets
Last week we had the pleasure of speaking with Timothy Reynolds, Senior Portfolio Manager at Employees Retirement System (ERS) of Texas, on our “Behind the Markets” podcast.