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ESG Fund articles

Our library of in-depth articles written by investment experts from a selection of well known fund management groups. To view recent fund changes affecting our defined fund ranges click on the Fund Updates tab.

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BMO - How to invest responsibly in the emerging market dairy industry

BMO - How to invest responsibly in the emerging market dairy industry - Published: 06 Jul 2021

Discover the ESG implications of investing in the emerging market dairy industry.

Fidelity International -  Why we need a global ESG standard

Fidelity International - Why we need a global ESG standard - Published: 25 Jun 2021

Fidelity International’s ESG Analyst Survey 2021 reveals that, while many companies report their ESG activities accurately, significant numbers continue to overpromote their ESG performance. To get a true picture of each company’s sustainability credentials, corporates and investors must adopt a consistent global ESG standard.

BMO - Protecting our ocean against its deadliest predator: humankind

BMO - Protecting our ocean against its deadliest predator: humankind - Published: 18 Jun 2021

Discover how human activity threatens the ocean and how investors can drive sustainable solutions.

Aberdeen Standard Investments -  The investment case for respecting human rights

Aberdeen Standard Investments - The investment case for respecting human rights - Published: 27 May 2021

The Covid pandemic has brought renewed focus on the social aspects of ESG investing. How can asset managers incorporate human rights into their approach? And what value does this add?

Sarasin -  How to stay responsible in a digital world

Sarasin - How to stay responsible in a digital world - Published: 26 May 2021

While technology is key to driving economic growth, there are a number of ESG factors that responsible investors should be aware of. Sarasin’s analysts Josh Sambrook-Smith and Kwai San Wong take us through these issues.

J.P. Morgan Asset Management  -  Sustainable fashion: Why it matters, and how to identify the winners

J.P. Morgan Asset Management - Sustainable fashion: Why it matters, and how to identify the winners - Published: 04 May 2021

The concept of sustainability is rapidly rising up the agenda within the fashion industry. Yet while consumers are increasingly interested in sustainable fashion, they are not willing to pay a premium for it. Still, sustainability can be a competitive advantage.

Robeco - The EU's Sustainable Finance Disclosure Regulation (SFDR)

Robeco - The EU's Sustainable Finance Disclosure Regulation (SFDR) - Published: 23 Mar 2021

In March 2021, the European Union's Sustainable Finance Disclosure Regulation (SFDR) comes into force which imposes ESG disclosure and transparency requirements on investment management firms who market their funds within the EU. Here, Robeco provide insight on the implications of the new regulation.

Invesco - Appetite for change: food, ESG and the nexus of nature

Invesco - Appetite for change: food, ESG and the nexus of nature - Published: 18 Mar 2021

In this paper, Invesco team explores food production and consumption’s position within the nexus of nature. They draw on expert insights from and interviews with representatives of Invesco and FAIRR, the foremost investor network in this space, to examine the issue through the prism of responsible investing.

Sarasin - More Good Than Harm

Sarasin - More Good Than Harm - Published: 15 Mar 2021

A narrow focus on money is unsustainable. Too often finance has been isolated from sustainability and social and environmental concerns, placing the needs of the present above those of future generations. Henry Boucher, Chairman of the Sarasin & Partners Investment Strategy Group, explains in the Raconteur Sustainable Investment report recently published in The Sunday Times.

Pictet  Asset Management - Better for you, better for the planet - food after Covid

Pictet Asset Management - Better for you, better for the planet - food after Covid - Published: 04 Jan 2021

Covid-19 has disrupted the food sector's supply chains and is set to change consumer eating habits for good. Pictet’s Thematic Advisory Board share their views on post-pandemic shifts in food industry.

Pictet Asset Management - A climate-aware US ushers in a new era for clean energy

Pictet Asset Management - A climate-aware US ushers in a new era for clean energy - Published: 24 Nov 2020

In this article, Steve Freedman, Pictet’s head of sustainability and thematic research, explains how Biden’s ambitious environmental agenda will change the complexion of the battle against climate change, especially in the clean energy industry.

Fidelity International - Putting sustainability to the test: ESG outperformance amid volatility

Fidelity International - Putting sustainability to the test: ESG outperformance amid volatility - Published: 18 Nov 2020

The first nine months of 2020 contained the first broad-based market crash, and recovery, of the sustainable investing era, and provided fertile ground for research into the relationship between sustainability and performance. Fidelity International re-tested their sustainability ratings and carried out a research update to take in the market recovery from April 2020 onwards.

Ninety One - Investing in the low-carbon transition

Ninety One - Investing in the low-carbon transition - Published: 02 Nov 2020

The transition to a low-carbon global economy is driving growth and investment opportunities, but measuring carbon impact is key. Read the latest Q&A with the strategy’s portfolio managers.

Schroders: Agents of sustainable change; how investors expect companies to be socially aware

Schroders: Agents of sustainable change; how investors expect companies to be socially aware - Published: 02 Nov 2020

Schroders’ Global Investor Study 2020 reveals investors’ views on how companies behave and who should be responsible for mitigating climate change.

M&G Investments - A decade to deliver: the SDG reckoning

M&G Investments - A decade to deliver: the SDG reckoning - Published: 06 Oct 2020

This month marks the fifth anniversary of the launch of the United Nations' Sustainable Development Goals (SDGs), a universal call to action to end poverty, protect the planet and ensure all people enjoy peace and prosperity by 2030. M&G Investments' SDG reckoner represents our assessment of progress towards delivering the goals, highlighting where ambition needs to be scaled up, and focusing on the role impact investors have to play in addressing these challenges.

Sarasin - Six minute strategy: where to for global inflation?

Sarasin - Six minute strategy: where to for global inflation? - Published: 24 Sep 2020

Sarasin look at the global economy and the effects of both deflationary and inflationary forces, which are critical to asset markets and clients as they budget for the years ahead.

Survey results: ESG investing is on the up

Survey results: ESG investing is on the up - Published: 11 Sep 2020

An RL360 survey has shown an upward trend in Environmental, Social and Governance (ESG) investing among savers in the last 12 months.

Fidelity - Overcoming fast fashion's hidden costs

Fidelity - Overcoming fast fashion's hidden costs - Published: 03 Sep 2020

The recent controversy over the working conditions at UK clothing brand Boohoo has brought the practices of fast fashion back into the spotlight. As clothing makers churn out affordable designs at an ever-faster pace, the environmental and social costs of the fast-fashion industry are becoming clearer to both consumers and investors - and having an impact on valuations. European equities manager, Matthew Siddle looks at how investors can navigate these issues and discusses the importance of constructively engaging with the industry.

Pictet Asset Management -  Environmental Investing Journey

Pictet Asset Management - Environmental Investing Journey - Published: 02 Sep 2020

A selection of tools and materials from Pictet Asset Management will help you or your clients get started on the environmental investing journey. These include a quiz, environmental impact calculator, e-module, articles, and environmental impact calculator.

Schroders: Everything you need to know about sustainable investing

Schroders: Everything you need to know about sustainable investing - Published: 02 Sep 2020

Schroders clarify what some of the commonly misunderstood sustainability terms mean.

Fidelity International - The unstoppable ascent of sustainable investing

Fidelity International - The unstoppable ascent of sustainable investing - Published: 17 Aug 2020

The assumption that shareholder returns should be maximised at any cost has been challenged by Covid-19, further embedding sustainable investing as a future destination for asset flows. Head of Equities - Asia and Lead Cross-Asset Strategist of Schroders explore the drivers behind this transformation and their consequences for investors.

Schroders: What is the appeal of thematic investing?

Schroders: What is the appeal of thematic investing? - Published: 17 Aug 2020

Schroder’s Investment Director David Docherty explains what thematic investing is and the growing appeal of this type of investing.

Sarasin - Plant Power

Sarasin - Plant Power - Published: 26 Nov 2019

Veganism takes a bite out of traditional food consumption. Jeneiv Shah, co-portfolio manager for Sarasin Food & Agriculture Opportunities, discusses how investors have an important part to play in this transformation.

Pictet - Quenching the world's thirst

Pictet - Quenching the world's thirst - Published: 30 May 2012

Philippe Rohner, senior investment manager of the Pictet Water fund, highlights the importance of better water provision, the current imbalance between supply and demand and the potential opportunities.

Environmental - the 'E' in ESG

Environmental - the 'E' in ESG

The assessment of how a company interacts with its environment is one of the three key factors in understanding ESG risks and opportunities. This is the ‘E’ in ESG.

Governance - the

Governance - the 'G' in ESG

The assessment of how a company is governed is one of the three key factors in understanding ESG risks and opportunities. This is the ‘G’ in ESG.

Social - the 'S' in ESG

Social - the 'S' in ESG

The assessment of how a company interacts with the people around it is one of the three key factors in understanding ESG risks and opportunities. This is the ‘S’ in ESG.

Sustainable Development Goals (SDGs)

The United Nations Sustainable Development Goals (SDGs)

At the heart of global development action plans for future peace and prosperity are the United Nations Sustainable Development Goals, which were set out in the 2030 Agenda for Sustainable Development and adopted by all UN member states in 2015.

History and Emergence of Responsible Investing

History and Emergence of Responsible Investing

Responsible investing has grown exponentially over the last decade, however investing in a responsible manner is not a new concept.

ESG - Active Ownership

ESG - Active Ownership

Exercising the rights of ownership to influence company decision making is one of the means with which investors can directly affect a company's adherence to ESG principles. This is an important part of investing responsibly.

Environmental, Social and Governance (ESG)

ESG - Environmental, Social and Governance

Developed to meet the demands of the responsible investor, funds managed using Environmental, Social and Governance (ESG) criteria are a growing trend. What are these criteria and how are they used by fund managers?