Avoiding Impact Washing
Guillaume Mascotto of American Century Investments explains the concept of impact washing and the different kinds of corporate social responsibility.
Guillaume Mascotto discusses fiduciary duty and how American Century Investments has integrated ESG into their fundamental research process.
Guillaume Mascotto of American Century Investments explores the adoption of sustainabililty factors, making the case that it would be equally important to distinguish between quantity of disclosure and quality of disclosure.
Guillaume Mascotto of American Century Investments describes the importance of contextualizing ESG indicators for fundamental analysts.
Joshua Kendall of Insight Investment talks about fixed income risks and shares how having more information allows you to price in risks.
ESG Valuation Process
Joshua Kendall discusses climate risk scoring for fixed income and Insight Investment's proprietary sovereign ESG score.
A Portfolio's Carbon Footprint
Joshua Kendall of Insight Investment discusses how millenials who are looking to make a difference can use finance to achieve some of their goals.
Joshua Kendall weighs in on third-party rating agencies and shares how Insight Investment has been giving its own ESG ratings to a number of companies.
MASTERCLASS: ESG Investing - August 2019
ESG investing has evolved over the past decades with institutional and retail investors contributing to the growth in ESG assets under management. With an increase of flows into active management going into ESG funds and millennials boosting demand for different investment choices, it's not just ethic and values that are driving the growth. Investors are incorporating ESG factors and traditional financial analysis into the investment process. In this panel discussion, 3 experts discuss regional and generational trends in ESG investing and highlight some of the common misperceptions surrounding ESG solutions within multi-asset class portfolios: Guillaume Mascotto Vice President, Head of ESG and Investment Stewardship at American Century Investments Joshua Kendall, Senior ESG Analyst at Insight Investment Max Messervy, Responsible Investment Consultant at Mercer
Focus On Cleaner Energy
ClearBridge Investment's Portfolio Manager Derek Deutsch, CFA, highlights strong performers in Q2 2019 and the Strategy's ESG approach in the industrials sector.
Sustainability Leaders Strategy Update
2Q19 Update: Portfolio Manager Derek Deutsch, CFA, highlights strong performers in the quarter and the Strategy's ESG approach in the industrials sector.
Supersecular Disruptor: Climate Change
PIMCO’s Joachim Fels highlights the firm’s 2019 Secular Outlook: the longer-term view on the global economy and markets, and its implications for investors.