Case Study 2: Applying ESG concepts to wealth management portfolios
Edmund Shing
Linking ESG scenarios to real economy outcomes
Analysing ESG policy, market and portfolio construction considerations
Case Study 1: Applying ESG considerations to a pension fund’s equity portfolios
Case Study 2: Applying ESG concepts to wealth management portfolios
Managing environmental and climate transition risks and opportunities within portfolios
Considering physical climate risks and resilience in real asset investment
Case Study 3: Practical issues and considerations for implementing a Net Zero emissions strategy for asset owners
Evaluating social criteria in fundamental and thematic investment portfolios
Case Study 4: Defining impact investing for today‘s ethical investor – evaluating the efforts of Evangelisches Johannesstift
Developing governance and active ownership frameworks for investment analysis
Case Study 5: Applying active ownership and stewardship to a pension fund portfolio
Identifying ESG risks and opportunities in alternative investments
Reviewing the EU regulatory framework for ESG investors
Assessing data and disclosure challenges in ESG investing
Corporate social responsibility across industries: When and who can do well by doing good?
Reflecting on how ESG investing, accounting and governance have evolved over time
This chapter will assess the most effective approach to sustainable investing based on a client-centred focus, including: (i) identification of clients’ ESG-related values and goals using our proprietary tool, myImpact; (ii) education on key sustainable themes; and (iii) long-term engagement with clients on these sustainability issues.
In constructing a comprehensive ESG-compliant product range, we offer a wide range of sustainable investment products (including individual securities, mutual and private market funds) in line with both BNP Paribas Group’s sustainability objectives and Wealth Management’s proprietary ESG criteria embedded within the BNP Paribas Wealth Management “clover rating” system. Product suitability for clients is based on the results of the myImpact tool and know your client data, incorporating risk tolerance, investment objectives and time horizon, together with sustainability values and objectives.
The UN’s 17 Sustainable Development Goals (SDGs) are the starting point for BNP Paribas’ sustainability objectives, with BNP Paribas’ responsibility policy being structured around four pillars and 12 commitments, developed in line with the UN SDGs. By
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