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.
Stephen discussed the creation of a separate mutual ecosystem and how signals, creating actionable intelligence can be used for the benefit of the data owners and the related set of needs within a system.
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.
Data provenance is one of the main topics that comes up in all our monthly legal workshops, so we decided to dedicate an entire session to the topic.
On July 30th, we hosted a legal webinar discussing web scraping and MNPI issues outside the US.
On July 30th, 2020, we held an alpha workshop on consumer credit data where we were joined by Equifax, Fordham University and the Eagle Alpha team
Hinesh Kalian is the Director of Data Science at Man Group. Man Group manages around $123 billion worth of assets and is a FTSE 250 company.
On June 25th, 2020, we hosted an alpha workshop on web-crawled. Our Webinar speakers were Maura Pape, Herb Blank, and Jan Kinne. All our speakers have a unique approach to using crawled data in financial markets.
