Finreon | Impact Investing Insights 2024
Impact Investing Insights 2024 by Finreon sheds light on the importance of liquid investments for decarbonisation and shows how investors can influence companies through scientifically sound impact channels. The focus is on three main impact channels: Engagement, market signals and non-market signals. One example is the Finreon Carbon Focus® concept, which uses long-short approaches to put targeted pressure on CO₂-intensive companies: low-CO₂ companies are bought, while CO₂-intensive ones are shorted. In addition, active engagement is being pursued with the largest CO₂ emitters in order to improve their climate strategies. This combination of market signals and engagement enables investors to promote sustainable change without jeopardising portfolio diversification.
Finreon | Absolut Impact: Sustainable Perspectives for Institutional Investors
Absolut Impact: Sustainable Perspectives for Institutional Investors deals with the decarbonisation of portfolios and how investors can reduce CO₂ emissions through innovative strategies such as long-short approaches and targeted exposure. By selling CO₂-intensive stocks (short positions) and buying low-carbon stocks (long positions), market pressure is exerted on climate-damaging companies without jeopardising diversification. At the same time, investors can improve their climate strategies through active dialogue with companies. This combination makes it possible to minimise CO₂ risks and actively shape the transformation to a sustainable economy.
Security Kapitalanlage AG | Klimaanalyse des globalen Aktienmarktes
Der Klimawandel ist einer der zentralen Herausforderungen des 21. Jahrhunderts und dominiert die globale Risikolandkarte des World Economic Forum. Immer mehr Staaten setzen daher konkrete Schritte, um bis Mitte des Jahrhunderts eine klimaneutrale Welt zu erreichen. Im Zuge dessen steigt auch der regulatorische Druck für die Finanzbranche. Um die ambitionierten Klimaziele zu erreichen, bedarf es eines grundlegenden Wandels unseres Wirtschaftssystems. Es ist zu erwarten, dass es im Zuge der sogenannten Transformation zu massiven Veränderungen in einzelnen Geschäftsfeldern kommen wird. Dies birgt für die betroffenen Unternehmen enorme Chancen, aber auch Risiken.
MSCI | Sustainability and Climate Trends to Watch for 2025
Sustainability and climate will continue to shape capital markets in 2025. But which trends could have the biggest impact on your financial decisions? MSCI Research’s Sustainability and Climate Trends to Watch 2025 dives into the emerging risks, evolving landscapes and powerful insights into the year ahead.
Trockland | Neun Architekturbüros für Kreativcampus Funkytown
Bedeutende Trockland Projektentwicklung in Berlin Treptow-Köpenick: Neun Architekturbüros für Kreativcampus Funkytown Die Vision der ambitionierten Projektentwicklung „Funkytown“ des Berliner Projektentwicklers Trockland auf rund 50.000 m² BGF im Bezirk Treptow-Köpenick ist die Wiederbelebung des Hotspots für Kreativwirtschaft, Musik, Kultur, Events und Unterhaltung auf dem ehemaligen Gelände des Rundfunks der DDR.
Oikocredit | Impact Report 2024
Oikocredit invests in people living on low incomes so that they can build better livelihoods and strengthen their communities. As a social impact investor and worldwide cooperative operating for nearly five decades, our work of promoting sustainable development is made possible by our members, investors, donors and partners.
Oikocredit | Client Self-Perception Survey 2023
In 2023, Oikocredit worked with 34 partner organisations to find out what changes their clients have experienced over the past 12 months. The resulting survey data in this report reflects changes as perceived by end-borrowers and is therefore considered relevant and valid in providing a systematic and efficient way of listening to the voices of clients.
Lombard Odier Asset Management | Investing in innovation to reduce plastic waste
Plastics today are one of the building blocks of modern life. We rely on the versatility and durability of the material to such an extent that our production of plastic has exploded since commercialisation in the 1950s, growing nearly 9% per annum1. This means vast quantities of plastic waste – more than 350 million tons per year.
Lombard Odier Asset Management | Capturing market upside while benefitting from net-zero tilts
Our annual review last year had an optimistic outlook for 2024, anticipating a gradual reduction in inflation would trigger an easing cycle from central banks. In our view, these conditions supported the climate transition and, indeed, last year turned out to be favourable for net-zero investments1. However, the year also underscored the importance of prudent portfolio construction to benefit from this environment while not missing out on other opportunities.
Lombard Odier Asset Management | Sustainability in the new Trump era
Since his inauguration on 20 January, President Trump has issued a series of executive orders and statements spanning climate policy, health and energy. These had been well-publicised in advance and contained few surprises.
At LOIM, we will continue to closely monitor announcements from the new administration, for signs of likely policy directions. We expect that equity markets may overreact or underreact to the initial rhetoric, presenting opportunities for active investors.
