ESG Market Review / UK edition / November 2021 Contents
The next step
Catering to your clients ’ ESG values will require the consideration of new sources of data , writes FE fundinfo ’ s Hamish Purdey P . 4-5
Seeing the light
The 2021 FE fundinfo ESG Market Review offers a unique snapshot of how the UK funds landscape is addressing the challenge of responsible investing P . 6-11
Cleaning up
Amanda O ’ Toole of AXA IM ’ s Clean Economy Strategy says there are huge growth opportunities in the transition to carbon neutrality P . 14-17
At cross-purposes
FE fundinfo ’ s Mikkel Bates says financial authorities are struggling to keep up with the popularity of ESG investing , leading to a divergence in standards across different countries P . 18-19
Getting under the skin
Ensuring ESG factors are integrated into the decisionmaking process helps FE Investments avoid funds that merely pay lip service to this topic , writes Nimisha Sodha P . 20-21
Methodology
FE fundinfo reveals how it used the yourSRI . com ESG Fund & Portfolio Screening tool to measure and compare different fund sectors and sub-groupings P . 22-23
Equity analysis
A snapshot of how the various equity sub-groupings in the IA universe performed on a variety of ESG metrics P . 24-33
Balancing act
Two Janus Henderson funds aim to help meet the needs of the present without compromising future generations , according to Senior Product Specialist Tim Brown P . 34-37
Bond analysis
A snapshot of how the various fixed income sub-groupings in the IA universe performed on a variety of ESG metrics P . 38-47
Making an impact
The development of technology to combat climate change translates into a growing range of sustainable opportunities for fixed income investors , write Campe Goodman and Paul Skinner of the Wellington Global Impact Bond Fund P . 48-51
Mixed-asset analysis
A snapshot of how the various mixed-asset sub-groupings in the IA universe performed on a variety of ESG metrics P . 52-61
Making a difference
When AXA IM ’ s Amanda O ’ Toole invests in a business , she needs to know it will use the money to do something that wouldn ’ t happen without it P . 62-63
Janus Henderson ESG : Active because active matters
Janus Henderson says it is important to be active about an issue as pressing as ESG investing P . 64
Wellington ’ s approach to sustainable and impact investing
Partnerships with leading sustainability organisations help Wellington deliver measurable social and environmental benefits P . 65
A helping hand
By working closely with its clients , FE fundinfo helps them highlight their efforts and achievements in the ESG arena P . 66
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