The idea of using ESG to drive better quality investments and ‘futureproof’ portfolios is only increasing, and long-term pension fund schemes are beginning to realise this, according to Aviva Investors
A holistic assessment of climate change risks, opportunities and solutions.
ESG integration has become a must-have for a growing number of investors and a crucial ingredient to futureproof portfolios. Yet the key is not just choosing investments but staying invested and – most importantly – staying engaged.
Climate change will be one of the driving forces for the real assets sector as the world is faced with “a truly existential threat for the first time in modern civilisation”, according to Aviva Investors.
Hybrid working policies released by both Cardano and Isio
Asset manager aims to open up DC investment for assets helping the climate transition
DB de-risking to continue shift to bonds in search for cashflow-matching instruments
ESG ratings are a helpful baseline to assess companies, but views on their ESG risks and opportunities can be honed – and sometimes corrected – through deeper research, trend analysis and meetings with company executives.
It is one thing to have a good investment idea, but quite another to extract the maximum potential from that idea and combine it with others to create an optimal portfolio. This is where portfolio construction comes in.
Cashflow-driven investing (CDI) is about meeting the outcome that matters most to pension schemes - being able to pay out liabilities as they fall due.