ESG is in a different zip code than investing in the Clean Energy Transition (CET)

BlackRock expects sustainable companies to be more resilient during downturns.

This is what happens next: We will redeploy the capital back into growing our C$30 billion direct global infrastructure portfolio.

Setting the scene: navigating risks to accelerate strategic trends

The China A-share market has seen steadily increasing participation by foreign investors thanks to eased restrictions in the last decade. In this paper, Dimensional Fund Advisors takes a deep dive into the market microstructure, and they find this market exhibits good liquidity and relatively low trading costs.

Chris Ailman wins an award which required vision, courage, commitment & leadership to deliver a stunning shift in responsible investing which will affect us all

There are various investment techniques to pursue predefined return and risk objectives. For multi-asset investors, the choice starts with the role of the benchmark in portfolio construction.

Ocean 14 Capital, a private equity firm focused on the United Nations’ Sustainable Development Goal 14 (SDG14), aims to conserve and sustainably use the oceans, seas and marine resources for sustainable development.

Mobilising capital at scale towards the SDGs now

Unappealing but potentially heroes for humanity & the planet

The ITF uses the Impact Management Project (2021) definition of impact: a change in an aspect of people’s wellbeing or the condition of the natural environment caused by an organisation.

CAN THE TOP 30 PUBLICLY TRADED SINGLE-USE PLASTIC COMPANIES CLEAN UP THEIR MESS? asks Planet Tracker today. And the bigger question; are they cleaning up their act or will it take punitive measures by global Regulators to make them?

RESHAPING FINANCIAL SERVICES - MEGATRENDS from PGIM

Time to deliver: mobilising private capital at scale for people and planet

Investors also still face some hurdles in Asia, including the alignment of domestic “green” definitions with international principles, limited diversity of the types and sectors of issuers, and limitations related to transparency and credit ratings.

Unlike those who call the China A-share market “uninvestable,” PineRidge see plenty of selective opportunities in the market, which will require a more active management approach.

The three megatrends are:

1) the normalization of economies from the coronavirus crisis, including Covid-induced macro-economic trends

2) the ongoing search for alternative sources of return

3) the accelerating transition towards a more sustainable economy

Societies across the world are facing a critical challenge says Nuveen

3 more stunning Responsible Asset Owner virtual events in 2022 -

APAC March 23rd 2022
the Americas June 2022
Europe Oct 2022

…….outstanding speaker lists to follow. https://raoglobal.org/register-interest

Why have stock market valuations in the United States varied so much throughout history? Relative to historical benchmarks, are valuations in recent years as extreme as commonly believed? And why have margins also varied so much and why are they near a 100-year high?