The following is a synopsis of one of the presentations at Eagle Alpha’s ESG roundtable on 20th August 2020. The accompanying deck can be found on the right.
Managers need to build out the capabilities, personnel and legal departments to address the ESG market. But funds should do it anyway as there is alpha potential in ESG investing. ESG outperforms so why not do it. Put the effort in it will pay off in performance and alpha.
We discussed the corporate announcements from BP, Amazon and Microsoft on their de-carbonization strategies and changes in corporate strategy as a new trend.
The panel discussed the relationship between ESG scoring and credit spreads and the relationship seen in Hermes research.
Richard Excell, ex UBS trading and hedge fund manager, discussed the criteria and conditions for a bubble. Looking at ESG indices there is inconsistency in performance which means benchmark selection is a major factor.
The following is a synopsis of one of the presentations at Eagle Alpha’s ESG roundtable on 20th August 2020.
Interest in ESG is significant. The number of ESG focused asset management mandates is growing rapidly. EU regulations now require investment firms to have more robust processes around ESG (EU Action Plan on Sustainable Finance). The deadline for complying is March 2021
The European Banking Federation is a trade association that represents 32 national banking associations in the EU and EFTA countries. It represents over 3,500 banks and about two million employees. The EBF is the voice of Europe’s banking sector in all regulatory debates at European and global level
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Eng Admin
By
Eng Admin
By
Eng Admin
