Knowing what to do with insights is the key that unlocks value for you. Our investors and analysts globally have the knowledge and experience to do this. We seek to integrate ESG considerations into our research and overall investment decisions across investment desks and asset classes.
Our quarterly sustainable investment reports showcase Schroders’ latest ESG research, engagement and voting activity. This quarter takes a closer look at SustainEx, the EU Green Deal, six ways we think the corporate world will have to change, and the results of our 2020 Global Investor Study. We also explore how Schroders has been engaging on diversity issues and, after five years of extensive engagement with Amazon, how Schroders escalated its engagement strategy with the company.
In this quarter's report we focus on what Covid-19 means for climate change and the impact of the pandemic on the food industry.
Read insights from our Chief Executive Officer and Head of Sustainable Research on the sustainability impacts of Covid-19. Our analysts and fund managers share their latest research on climate change, sustainable cities and proxy voting trends for 2020. This report also unveils our new tiered approach to reporting on our engagement activity, accompanied by an engagement case study on the oilfield services sector.
Our 2019 annual sustainable investment report demonstrates our commitment to integrating ESG into our investment processes across asset classes and being active owners in the companies in which we invest. We share our latest insights on, plastics, climate change and divestment and introduce our newest sustainability tool, “MUSE” (Schroders’ Municipal US Sustainability Explorer). We also take a look at the new 2020 UK Stewardship Code and unveil our new approach to engagement reporting, supplemented by a high level overview of our voting and engagement activity during 2019.
Read our latest insights on climate change and ESG in emerging market debt, and an overview of our recent engagement and voting activity.
In our Q3 report, we provide our latest insights on climate change, electric vehicles, Amazon, proxy voting and ESG in value investing.
In our Q2 report, we provide an update on the current and future state of engagement and discuss how industries ranging from fashion, to aviation, to waste, will be transformed.
In our Q1 2019 report, we provide an update on the current state of play for sugar, and look at the legalisation of cannabis and climate challenges posed by feeding the planet.
Our 2018 Annual Sustainable Investment report demonstrates our commitment to integrating ESG into our investment processes across asset classes and being active owners in the companies in which we invest. We share our latest insights on our proprietary ESG tool SustainEx, climate change opportunities and ESG in passive. We also include a high level overview of our voting and engagements along with the key findings on sustainability from our global investor studies.
In our Q4 2018 report we go back to the future. We have long argued that truly sustainable companies are those that are well positioned for the seismic, environmental and social change that our world is facing. This quarter we look at some of the ways in which this change is manifesting in areas such as artificial intelligence, the effect of populism and ESG in emerging markets. As usual, we also share details of our ESG engagements for the quarter.
In our Q3 2018 report we examine how cyber risk continues to create significant costs for companies globally and how understanding the risk means going beyond a formulaic assessment of policies. We take a look at our Climate Change Dashboard one year on and the advances made in curbing the global temperature rises. As usual, we also share details of our ESG engagements for the quarter.
In our Q2 2018 report we examine the potential winners and losers throughout the value chain from the war on plastics, the overlooked physical risks from climate change and the benefits incorporating ESG considerations into defined contribution pensions. We take a closer look at shareholder resolutions and how we hold boards accountable on material issues, and also review the US corporate governance landscape.
In our Q1 2018 report we examine the emerging threat posed by auto financing – a market that represents a significant share of consumer debt in many developed economies. We also analyse the complexities of fossil fuel investing; investor action on gun control; and lessons on ESG best practice from leading asset owners. As usual, we also share details of our ESG engagements for the quarter.
Our 2017 Annual Sustainable Investment report demonstrates our commitment to integrating ESG into our investment processes across asset classes and being active owners in the companies in which we invest. We share our latest research on climate change, an update on the sugar research we first published in 2015, some stewardship case studies and include a high level overview of our voting and engagements. We also highlight the key findings on sustainability from our global investor studies.
In our Q4 2017 report we examine the current opioid addiction crisis and the cost of killing pain. We analyse how accounting for human capital is a difficult job. We also look at UK fulfilment centres and the labour standards’ blind spot. We reveal highlights from the debate focusing capital on the Long Term. Included in this report is an update from the BankingFutures project as well as a feature on Corporate Governance Dialogue with Investors with a focus on emerging markets.
In our Q3 2017 report we explain how we analyse the investment impact of climate change through our Climate Progress Dashboard. We also look at the investment implications of resistance to anti-biotics; whether smoking or obesity poses a greater investment risk; and how culture fits in to the governance agenda. As usual, we also share details of our ESG engagements for the quarter.
Our 2016 Sustainable Investment Annual report re-enforces our commitment to integrating ESG into our investment processes across asset classes and holding companies to account for their ESG performance. We share our latest research on climate change and process safety, case studies on engagements that produce change and some that have failed, and a high level overview on voting and engagements. We are also providing clarity on ESG terminology and updates on policy changes. Finally, to highlight the end consumer interest in ESG, we discuss the ESG results from our Global Investor Study.
In this quarter’s Sustainable Investment Report we explore corporate controversies concluding that ESG ratings are of little help in identifying companies that will face them. We also provide a summary of our new framework for ESG integration in sovereign bond investment and discuss Stewardship Codes and the erosion of shareholder rights. Our ESG engagements for the quarter are also shared as usual.
In our Q1 2017 Sustainable Investment Report we share our new Sustainability branding and our Intelligent investing approach with you. We also discuss carbon value at risk, the rise of founder-CEO firms, investor expectations on sugar, bribery and corruption in emerging markets, corporate governance in Australia and our public policy activities. As usual, we also share details of our ESG engagements for the quarter.
In our Q4 2016 Responsible Investment Report we discuss ESG in Japan, financial consumer protection, improving viability statements and long term planning, debunking the ESG myths, the investor’s role in low-cost healthcare and the greener future of energy storage. As usual, we also share details of our ESG engagements.
In this quarter's Responsible Investment Report we look at climate risk at a portfolio level, ESG fund ratings, US corporate governance and the impact of recent modern slavery regulation in the UK. We also share details of our ESG engagement in this quarter.
In our Q2 Responsible Investment Report, we look at the road that led us to Brexit and why investors should be caring about sharing. We also bring you details of our ESG engagement this quarter, demonstrating how we are integrating ESG thinking into our investment processes.
Our Q1 Responsible Investment Report focuses on turning sustainable intentions into fiduciary practice. We also feature some of our thoughts on the oil and gas industries and how raising animal welfare standards can reduce risk. As usual, details of our ESG engagement for the quarter is also included.