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ESG Explainer: SFDR One Year on

Chris Hall

In August, climate think tank InfluenceMap released a report indicating that the majority of climate-themed investment funds had a negative Portfolio Paris Alignment score. European efforts to bring transparency to ESG funds haven’t addressed fears of greenwashing.

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This Week’s Fund News: DWS Launches ESG Fund for Women, by Women

Chris Hall

The UK-based OEIC Responsible UK Equity fund utilises the firm’s Responsible Investing Indicator Model (RIIM), applying a socially responsible screen to exclude companies involved in extreme ESG-related breaches without taking steps to remediate the issues.

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Charities Slow to Bridge Gap Between Money and Mission

Chris Hall

While many charities rely on negatively screening ‘sin stocks’ (tobacco, alcohol, armaments, gambling and pornography), the site aims to equip them to ask the right questions to assess how an asset managers approach aligns with their priorities and mission. “It’s

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Why corporate reporting isn’t a proxy for progress

GreenBiz

Two-thirds of what is dubbed sustainable investment comprises negative-screen funds. Why corporate reporting isn’t a proxy for progress. Ken Pucker. Mon, 04/19/2021 - 02:00.

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Philippine SEC Finalises Green Fund Rules

Chris Hall

The rules also set out the different investment screening approaches and sustainable investment strategies SRI funds may adopt to achieve their objectives, such as negative screening, positive screening, ESG integration, impact investing, and others. .

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AllianceBernstein: How Impactful Are Your Munis? Five Questions To Ask Your Manager.

3BL Media

Their answer may include integration, screening or a little of both. ESG screening weeds out issuers that investors want to avoid, such as tobacco, gambling or oil. By Marc Uy. SOURCE: AllianceBernstein.

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New report shows $200-billion drop in responsible investing market share in Canada

Corporate Knights

Negative screening (for instance, screening out weapons, tobacco or fossil fuels) is number two at 91%, and corporate engagement is third at 79%. . For more than a decade, responsible investing in Canada experienced steady upward growth.

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GI Genius™ Named to FORTUNE 2022 'Change the World' List

3BL Media

Screening is one of the most effective ways to prevent or diagnose it early — when it is most treatable. patients who undergo screenings annually. FORTUNE puts Medtronic among top 50 global companies having a positive social impact through core business strategy. SOURCE: Medtronic.

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How to Guide a Conversation Around Sustainable Investing

3BL Media

Negative screens. How comfortable would the family be if their portfolio underperformed the benchmark because of a negative screen? by Jeff Finkelman, Colleen Silver, Paulina Mejia. SOURCE: Franklin Templeton.

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Responsible-investing trailblazer awarded Order of Canada

Corporate Knights

MH: Choosing among responsible investment tools – positive and negative screening, divestment and engagement – is complicated. I first met Moira Hutchinson in 1987 when I was working on the first of my series of books on responsible investment.

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System change investing: High impact, high return

GreenBiz

The process involves rating companies on system change performance, and then using this research for positive screening, negative screening, engagement and other ESG/SRI strategies. The frame of reference for ESG largely is mitigating negative corporate impacts.

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Avon Pension Fund Developing Climate-focused Cash Strategy 

Chris Hall

As Avon’s commitment to illiquid renewable infrastructure requires it to hold more liquid assets like cash, the fund is working with the asset managers to create better low-carbon asset allocation options.

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SMEs Can Turn Ambition Into Action With SAP Product Footprint Management for Clean Operations

3BL Media

What’s more, investors are now going beyond “negative screening” and actively backing businesses that are leaders in sustainability, in pursuit of above-market returns. by Mark Innes. SOURCE: SAP. DESCRIPTION: Sustainable business is now an imperative.

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Passive ESG Strategies Have Momentum – Morningstar

Chris Hall

This can be explained by a mix of wrong stock-picking decisions and the compounding negative effects of higher fees relative to their low-cost passive competitors, the report noted. Passive funds make perfect sense for investors that want to screen out unethical stocks.

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Guest Post: Gaining Specialist Clarity on ESG in Fixed Income

ESG Today

ESG Ratings support portfolio construction where the overall ESG rating, or sub-components, are used for positive/negative screening and ESG optimization at the entity or instrument level.

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Climate tops ESG Priorities for US Institutional Investors

Chris Hall

Managers also reported applying fossil fuel divestment screens across US$1.2 Under US SIF Foundation’s definition, ESG incorporation encompasses a range of strategies including ESG integration, positive screening, negative screening, impact investing and sustainability-themed investing.

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Take Five: Immediately and Gradually

Chris Hall

This week’s major stories impacting ESG investors, in five easy pieces. . Pillars of the post-WW2 global financial system are not yet on the same page for climate risk and sustainable development.

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This Week’s Tech and Tools News: NatureAlpha Joins UN Biodiversity Data Initiative

Chris Hall

It incorporates negative screening and norm-based exclusion filters applied in accordance with the UN Global Compact Principles, as well as exclusion screening for companies involved in unconventional oil & gas, coal, controversial weapons and tobacco activities.

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Intent on Impact

Chris Hall

For many asset owners, the motivation for seeking positive impact comes from an appreciation that limiting negative impacts, through management of ESG risks, is in insufficient to address profound and urgent systemic risks.

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ESG Narratives Needed as well as Numbers

Chris Hall

Research predicts new demands on asset managers, as clients’ sustainable investment priorities mature.

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Philippines SEC Issues Draft Rules for SRI Funds

Chris Hall

The rules also set out the strategies SRI funds may adopt to achieve their investment objectives relating to sustainability or ESG, such as negative screening, impact investing and other ESG strategies practised nationally or globally.

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These 200 companies are leading the clean economy in 2023

Corporate Knights

The Clean200 uses negative screens. The full list of exclusionary screens is provided below.  The post These 200 companies are leading the clean economy in 2023 appeared first on Corporate Knights. In 2016, things seemed somewhat dire for the clean energy transition.

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Sustainability trends 2023

Carlos Sanchez

Companies’ purpose has shifted to reduce ‘negative externalities such as carbon emissions. Among investors, sustainable investing is evolving from negative screening toward engaging with companies.

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ESG Investing Needs to Expand Its Definition of Materiality

Stanford Social Innovation

If we continue down this path, ESG investing is almost certain to remain a smokescreen, one that creates the appearance of a more socially impactful approach to capitalism while ignoring some of the most significant negative effects business can have on people and communities.

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This Week’s Fund News: Invesco Rebadges UK Companies Fund as Sustainable

Chris Hall

The actively management equity portfolio will now incorporate sustainability factors to positive screen companies across a wide range of industries without solely relying on exclusions. “In The fund will implement negative screening to exclude weapons, thermal coal, gambling and tobacco.