Whitepaper - The Social Engagement Framework for Infrastructure
In this paper, we explain why the social component is financially material, and share our framework for assessing how this risk is addressed in infrastructure.
European Sustainable Small-caps: Relative Value Opportunity
These are interesting times for investors in European small-cap companies. There are twice as many companies there than in the European large-cap universe. But what we are observing are two extreme situations from a valuation perspective.
Data in Infrastructure - Why we measure the wind direction
What role do different data sets play in the investment process? Financial data of companies is certainly not the only thing that portfolio managers look at in their search for the right companies to include in their strategy.
Webinar: Infrastructure, a key in the energy transition?
We engage with today’s polluters to help them become the infrastructure leaders of the future, if they are committed to transition to the sustainable economy.
Whitepaper – Data helpen ons om CO2-reductie te vertalen naar waardebepaling
Onze beleggingsstrategie combineert data en ESG-factoren voor alpha (het genereren van rendement). Lees onze whitepaper waarin we schetsen hoe we ons raamwerk gebruiken om de «winnaars» van de «verliezers» in de energietransitie te onderscheiden.
Webinaire: La transition énergétique est en cours - en tirez-vous le meilleur parti?
Nous travaillons avec les pollueurs d’aujourd’hui pour les aider à devenir les leaders de l’infrastructure de demain, s’ils s’engagent dans la transition vers une économie durable.
Favoriser les changements structurels au sein des infrastructures
Comment accélérer la transition énergétique ? Nous nous engageons auprès des pollueurs d’aujourd’hui pour les aider à devenir les leaders de demain des infrastructures.
Favoriser le changement et tirer profit de la transition énergétique
La transition vers une économie plus durable met en évidence la nécessité de disposer d’infrastructures adaptées aux besoins de demain. Investir dans des sociétés cotées soigneusement sélectionnées qui exploitent, entre autres, ces nouvelles routes, nouveaux centres de données et nouveaux aéroports offre d’excellentes opportunités de mettre à profit la transition vers la durabilité.
Sustainability in Action: Best practice pays off
Sustainability is not just a task to be checked-off, but something which can truly benefit the company, also financially. That is one of the important messages we brought to a training session at E.ON’s subsidiary Essent this fall.
Sustainability in action: The pandemic, the factories and the CEO
In this issue of Sustainability in Action we provide examples of our portfolio managers engagement with companies on their understanding of supply chains. And what about executive pay and the working conditions of employees?