KnowYourFunds’ Post

How can fund operators help clients integrate ESG strategies? Claudia Roering, CESGA, Sustainable Investing Coordinator, Quoniam Asset Management, and Miriam Benarey, Associate Director, Sustainability and Stewardship, Impax Asset Management, discuss what customisation can mean for helping clients better integrate ESG. “We have done customisation over the last two years. For instance, we have created an investment signal using forward-looking climate measures, where we have taken various data points on climate targets and blended them into our alpha signal,” Röring said. The built on the theme of customisation, reminding stakeholders that one part of ESG was not equal to another. Benarey said that in the environmental space – for example, around climate - there was more consensus around what the leading indicators were. However, she said that “nature is a different topic”, adding that around the ‘Social’ aspect of ESG, the circumstances were completely different once again. #esg #esgstrategy #customization #customisation #sustainablefinance #esgoperations #investmentoperations Read more here 👇

As asset managers look to have a more cost efficient model to run the business, embracing ESG models within the investment process indeed will add more cost and resources to the company. #esg #esginvestments #investments #wealthmanagement

We are proud to have won two ETF Express European Awards 2024: - Best Europe Equity ETF Issuer ($1bn-$10bn) - Best ESG Fixed Income ETF Issuer ($1bn-$5bn) Congratulations to the teams involved! In the increasing strength of the ETF* industry in Europe, both awards are a great recognition of our indexing expertise both in equity and fixed income. These awards also highlight our ESG capabilities and quite recently, BNP Paribas Asset Management went one step further with the launch of its first two fixed income ETFs with an active ESG* approach. Investors benefit from BNPP AM’s proprietary ESG methodology (https://lnkd.in/g3NWJPjc), exclusion policies and active engagement. By integrating its own solid sustainable approach while aiming to replicate the performance of the investment universe, BNPP AM offers the flexibility to adapt to future regulatory changes. BNP Paribas Asset Management launches two fixed income ETF funds with an active ESG approach (https://lnkd.in/e54dtKAp) Robinson Rouchie, Lorraine SEREYJOL-GARROS, Marie-Sophie Pastant, Sabrina Principi, Claus Hecher, Jérémy Tubiana, Camille LAFON, Beverly Chandler, James Sheen About the 2024 awards winners: https://lnkd.in/ewgae5iX *ETF (Exchange-traded fund) *ESG (Environmental, Sustainable and Governance)

Regulators are rightly applying scrutiny to #sustainable / #responsible / #esg investment names or labels. Some asset managers may have said more than they are actually doing in the past. In the alternatives space I have not seen many managers overselling themselves. With the FCA's introduction of the #SDR labels it will be interesting to see if leading UK investors look for their managers to have a specific label and so labelling becomes necessary for funds that are not currently in scope. #responsibleinvestment #esginvesting #sustainableinvesting

#CFA Among asset manager respondents to the annual Index Industry Association (IIA) member survey. The results illustrate that the asset management industry in Europe and America is in transition, facing mounting levels of complexity and a need for new partnerships, new and more specialized information sources, new skills, and stronger ecosystems and alliances. Read more 👇 https://lnkd.in/dMn68aYW

What’s in a name? With fund names coming under regulatory scrutiny, and sustainability labels entering the market, it is important that asset managers are able to back up the terms used. NorthPeak has put together a brief note on the topic of fund names. https://lnkd.in/e2A7inWu Also, please come to hear, NorthPeak's Head of Product, Clara Moreno Sanchez discuss the topic at the Informa UCITS and AIFMD conference in London (24-25 September). https://lnkd.in/eQ2V9aS #fundnames #sustainableinvesting #esginvesting #impactinvesting

Alternative fixed income has become increasingly important for institutional investors in recent years. It provides opportunities to increase the portfolio yield and decrease the risk – through more diversification - when the (often lower) liquidity of these assets is less of a constraint. Alternative fixed income is also well-suited for responsible investing, a major trend for investors who aim to finance a more sustainable world whilst protecting their portfolio against ESG risks. Read more >https://lnkd.in/eTp-G5CX

📰 #PressRelease | As UK asset managers gear up for the Sustainability Disclosure Requirements (SDR), Manaos, a BNP Paribas investment services platform, has launched a set of specialised reporting and #data solutions tailored to help them comply with the new #regulatory obligations coming into force on 31 May 2024. Building on Manaos’ expertise acquired from providing reporting solutions designed for the EU’s Sustainable Financial Disclosure Regime (SFDR), the new SDR solutions will assist UK asset managers in meeting their reporting obligations efficiently, providing them with actionable insights on integrating technology, data, and #ESG principles into the process. Read all about it here ➡️ https://bnpp.lk/bgg18b

How long before BlackRock scraps the term “ESG” in all of its funds/ strategies? Investors are slowly coming to understand that ESG includes thousands of different data points that can be applied in thousands of different ways which makes anything named an “ESG” fund incomprehensible. The industry is maturing… but sure feels slow in real time. Investors beware and make sure your fund has a clear strategy. https://lnkd.in/eevPgtCK

Without specific templates being laid down for SDR, it's very much down to individual Asset Managers to define their sustainability objectives and then source the evidence to track and report on them - the Manaos ESG data marketplace is perfectly placed when the solution isn't one-size-fits-all.