Being ambitious, complex and slow burning is often something to strive for in the world of the arts, not so much in the world of regulations for asset managers. We look at the top issues and implications as managers dig into compliance reporting on the EU Taxonomy.Read More ...
Investors seek new practical ways to report on impact that are friendly to individual investors and family offices, yet sufficiently robust to fend off greenwashing concerns and satisfy regulations to document customer sustainability preferences.Read More ...
The popular press has at times compared ESG investing to the 'Wild West'. Given the recent actions by regulators in Europe and the US, it seems fitting to ask: are we starting to see the sun set on the era of fund greenwashing? The ramifications for asset managers are considerable.Read More ...
Impact Cubed participates in CDP’s non-disclosure campaign to engage with companies and encourage better transparency and disclosure on their carbon emissions and water use.Read More ...
As part of a series of roundtable luncheons held in London, Impact Cubed met with a group of investors to discuss the opportunities and challenges associated with finding robust, forward looking climate data. The first place investors look is for trends in carbon emissions but surprisingly some of the best insights may come from understanding the nuance in a company's business activities.Read More ...
This month, a major ESG index dropped electrical vehicle maker Tesla from its list but kept Exxon Mobil - one of the largest carbon polluters in the world. Impact Cubed’s factual ESG and impact data shows why we should stop aggregating different measures into a subjective rating.Read More ...
Companies are being pressured to be more transparent about their gender make-up. Using factual data on diversity in senior leadership, we spot the top 10 companies (modern management) and the bottom 10 (stale management).Read More ...
We’re often asked: what do you mean when you talk about "impact"?Read More ...
Perhaps you’ve been asked by an investor if the portfolio is aligned to his or her ESG interests? Or you are trying to compare external managers' ESG strategies? Here's ways to get around the challenges to compare funds with factual data...Read More ...
Tech-enabled solution allows investors to select, compare and report on ESG funds with factual dataRead More ...
Holistic, forward-looking insights on positive and negative climate impacts, low carbon transition, and physical climate risksRead More ...
Asset managers and wealth managers who are new to ESG or impact investing can find it confusing and overwhelming. Instead of looking for the “best” ESG scores, look for better ESG data - here’s why.Read More ...
Family offices have tremendous power, and this influence could well be used to invest for a low-carbon future. How can family offices get to net zero portfolio carbon emissions?Read More ...
Impact Cubed's new EU Taxonomy solution provides global insights into green investments.Read More ...
Plenty of ink has been spilled on the virtues and pitfalls of the EU Taxonomy – which defines what the EU considers a “green” investment. Any taxonomy, sustainable standard or green label is subjective.Read More ...
As specialists in ESG and impact data for the most sophisticated and discerning investors (including hedge funds), we expect to encounter a wide range of views in our discussions with portfolio managers. But we were taken by surprise when the head of sustainable investing at a large asset manager said to us, “ESG data is now a commodity”.Read More ...
Are you investing for impact? Strategies based on screening out companies are the sports equivalent of receiving a participation trophy for showing up at practice.Read More ...
Today Impact Cubed announces the launch of its Impact Alpha strategy, a global market neutral equity long-short strategy that aims to deliver an absolute return while targeting ESG themes and climate solutions.Read More ...
The portfolio impact report for the Impact Alpha Strategy quantifies performance on 15 ESG and impact factors and has overall net negative financed carbon emissions.Read More ...
The massive debt market offers one of the greatest levers for investors to direct financing toward a more sustainable economy, yet many investors struggle with incorporating ESG considerations into fixed income portfolios. Join experts from the World Bank, Neuberger Berman, J.P. Morgan and Impact Cubed as they offer a range of perspectives on the emerging opportunities and strategies to produce more sustainable portfolios.Read More ...
Can investors in publicly listed firms and equity long-short strategies have an impact and help tackle climate change? Despite its increasing popularity, there are still some who argue against sustainable investing.Read More ...
The newly released data and portfolio reports streamline reporting burdens and enable market participants to meet disclosure requirements on Principal Adverse Impact Indicators (PAIs)Read More ...
The World Economic Forum estimates that up to $44tn of global GDP is tied in some way to strong levels of biodiversity. How can investors consider biodiversity in their portfolios?Read More ...
Impact Cubed, a leading provider of ESG data and sustainable investment solutions, has launched its automated platform that brings transparency to the ESG characteristics of any portfolio. The software allows investors to compare investment propositions and align their portfolios with clients' goals.Read More ...
As the popularity of ESG and impact investing has continued to grow, so too have accusations of greenwashing – fund managers being accused of running portfolios that are “ESG” in name only, and flatter to deceive when their holdings are scrutinised. Why is this happening and how can investors avoid it?Read More ...
For fixed income investors wanting to create impact, what’s the best approach? A simplistic answer may be to focus on debt-issuing countries with high ESG scores.Read More ...
As more investors consider ESG data when managing portfolios, using artificial intelligence (AI) holds substantial appeal. We are often asked "how can Impact Cubed provide timely ESG and impact data on all listed companies and sovereign debt?"Read More ...
With the popularity of ESG funds continuing to build among investors, it’s understandable that some asset managers are beginning to suffer from the fear of missing out, or FOMO.Read More ...
Impact Cubed a leading provider of ESG data and analytics, has announced a US patent filing on its impact model and reporting tool, designed to enable investors to understand and manage their ESG performance according to any sustainability framework, such as the UN Sustainable Development Goals (SDGs).Read More ...
As sustainable investing continues to grow in popularity, it is no surprise to see asset managers, institutional investors and economists apply ESG “screens” to sovereign debt. As the World Bank has noted, about 90% of sovereign ESG scores are determined by a country’s national income. In short, the screening processes heavily favour developed economies.Read More ...
Impact Cubed new research casts a new light on the ESG performance of emerging market countries by considering both the level and progress pathway on the UN Sustainable Development Goals.Read More ...
Among the misinformation surrounding ESG investing is the idea that shorting is irresponsible. Impact Cubed would like to bust that myth and point out that if ESG is good for long only, it is doubly good for long-short. But only for investors that act soon, while risk premia do not yet reflect future realities.Read More ...
Data and Portfolio Impact Report designed to uncover countries that are making faster progress on SDGsRead More ...
SFDR and ESG: Is it what it says on the tin?Read More ...
Alice Evans, Co-Head of Responsible Investment at BMO Global Asset Management said: Our relationship with Impact Cubed enables us to continue to quantify for clients how, as stewards of their capital, we are driving meaningful progress against the UN Sustainable Development Goals.Read More ...
Would you mix red and white wine in a glass? No. Why are we doing that with ESG?Read More ...
The rapid growth in ESG passive funds is an exciting development for investors, who can now pick and choose among a wider array of funds marketed as ESG. Passive funds are designed to avoid ESG risk, but do they have positive impact?Read More ...
A large percentage of the American public, most of whom are uncomfortable with the current state of gun regulations in their country, have exposure to the stock market through their 401(k) or IRA fund holdings.Read More ...
Nobel Foundation has enlisted the help of Impact-Cubed to complete a full sustainability footprint on its listed equity portfolio, consisting of ten externally managed strategies. The underlying funds were all footprinted individually in addition to the aggregate analysis.Read More ...
This paper presents a step-by-step framework to guide investors in building and applying datasets of environmental externalities for large investment portfolios of corporate assets. We argue that given the lack of standardization and the young and messy nature of externalities data, the quality of externality datasets needed for investment purposes is achievable for any investor willing to take ownership of the process and therefore take control of the assumptions and margins of error involved.Read More ...
This short user guide explains how Asset Owners may use Impact Cubed data and analysis to help select, monitor, and engage with external managers, as well as to help understand and report on their total portfolio impact.Read More ...
This short user guide discusses some specific ideas on what’s possible with the Impact-Cubed model and data in terms of reporting on asset manager portfolios, from simple carbon footprinting to SDG-specific reporting.Read More ...
In this paper we lay out the methodological and technical background of the Impact Cubed model before applying it to a sample of European ESG funds. We find a large dispersion in the amount of impact delivered by the funds in our sample, suggesting that not all ESG funds do what it says on the can.Read More ...
