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Showing 21 - 30 of 68 results for "qualitative"

Assessing climate risk in corporate bond portfolios

RACHEL ALEMBAKIS  |  THURSDAY, 25 FEB 2021  |  NEWS
... non-essential capex being spent on renewable assets. "That's why we're focused on forward looking metrics and qualitative analysis as part of the framework," Homer said. "You may have two companies that have the same commitment by 2050, but if ...

Aviva Investors puts companies on notice over climate

RACHEL ALEMBAKIS  |  THURSDAY, 4 FEB 2021  |  NEWS
... the direction of travel and the probability of success." Aviva will measure responsiveness and progress based on a qualitative assessment of progress against Aviva Investors' climate engagement framework and quantitative improvements against the firm's ...

Robeco launches SDG-linked credit income fund

RACHEL ALEMBAKIS  |  FRIDAY, 18 DEC 2020  |  NEWS
... a lot of information available. The first step is really, is this data available and what does it say. Step two is qualitative - that's where the analyst has to come to an assessment of how to look at how the company operates, and there I'd say ...

Three lessons when assessing ESG risks

JOSHUA KENDALL  |  FRIDAY, 25 SEP 2020  |  NEWS
... a single data provider 2. There's more value in analysing the underlying inputs than the headline scores 3. Apply qualitative judgement to overweight the bigger risks Do not rely on a single data provider. There is no single perfect ESG data provider. ...

RealIndex appoints former Acadian executive

RACHEL ALEMBAKIS  |  THURSDAY, 17 SEP 2020  |  NEWS
... required on the team," Walsh said. Walsh noted that in addition to Nash, RealIndex had hired Ron Guido in June as senior qualitative portfolio manager in June, as sister publication Financial Standard reported at the time. RealIndex manages funds using ...

Do founder-led listed companies outperform on E, S and G metrics?

RACHEL ALEMBAKIS  |  MONDAY, 31 AUG 2020  |  NEWS
... have played in company performance, the role of a founder as leader or significant shareholder comes into play. Many qualitative fund managers evaluate the impacts of founder-led companies on issues like occupational health and safety, and governance ...

Three lessons when assessing ESG risks: Insight Investment

RACHEL ALEMBAKIS  |  FRIDAY, 31 JUL 2020  |  NEWS
... effect of inflating the effective weighting of the provider's dataset in Insight's governance rating calculation APPLY QUALITATIVE JUDGEMENT TO OVERWEIGHT THE BIGGER RISKS Equally weighting all the data outputs could lead investors to underestimate the ...

Data enhances case for ESG as separate, interrelated factor to quality

RACHEL ALEMBAKIS  |  FRIDAY, 3 JUL 2020  |  NEWS
... analysis is improving, giving greater confidence of ESG in portfolio management. This correlates with the view from qualitative managers, who also say that ESG factors can add information that enhances analysis. This analysis is also applied across geographical ...

Aberdeen Standard Investments launches smaller companies fund

RACHEL ALEMBAKIS  |  FRIDAY, 3 JUL 2020  |  NEWS
... investment analysts. In addition to data or external research from a third party, there is also a huge emphasis on the qualitative side, and a big focus on stewardship and being an active owner here. The portfolio managers spend a lot of time engaging ...

Insight Investment launches proprietary ESG risk rating system

RACHEL ALEMBAKIS  |  FRIDAY, 26 JUN 2020  |  NEWS
... ESG risks, creating a "bank of information for Insight's team of 47 credit analysts to review while forming their qualitative evaluations," Insight Investment said. Analysts' decisions are also based on direct engagement with companies, a critical part ...