onValues works with the private banking industry on expanding the scope of ESG-inclusive investment

onValues contributed to the organisation of an event on 10 November 2006 at the Palais des Nations (the United Nations Office at Geneva) that discussed expanding the range of ESG-inclusive investment strategies offered by private banks. The meeting, which was hosted by the United Nations Environment Programme Finance Initiative (UNEP FI), assembled senior executives from a range of international private banking institutions. The challenges of improving ESG-inclusive investment services for private clients are detailed in a UNEP FI publication prepared by onValues, which can be downloaded below.

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«Unlocking Value: The scope for environmental, social and governance issues in private banking»

For further information on UNEP FI:

Communicating ESG value drivers at the company-investor interface

For the third year in a row, onValues is organising a closed-door meeting of over 50 financial institutions leading the integration of environmental, social and governance (ESG) issues in investment processes and research. This year’s event will examine the communication of financially-material ESG issues at the interface between companies and financial analysts. Confirmed corporate participants include senior representatives of BASF, BT, Hoffmann-La Roche, Holcim, Nestlé, Rio Tinto and Shell. Financial services sector participants include CEOs / CIOs from asset owners and managers and Heads of Research from the sell side. The event is co-sponsored by the Federal Department of Foreign Affairs, the International Finance Corporation and the UN Global Compact.

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«Communicating ESG Value Drivers at the Company-Investor Interface»

Article on active ownership initiatives by investors

In a recent article published by the leading Swiss financial newspaper Neue Zürcher Zeitung, Peter Zollinger from SustainAbility and Ivo Knoepfel from onValues analyse current trends pointing to a more active ownership approach by large asset owners, namely pension funds. Initiatives such as the Principles for Responsible Investment and the Enhanced Analytics Initiative are described. onValues is increasingly supporting clients in this field, e.g. on issues related to exercising equity voting rights and active engagement with companies.

Neue Zürcher Zeitung article (in German)

For further information about: onValues Active Ownership services

Mistra and onValues advance the boundaries of ESG-inclusive investment in the fixed income domain

In June 2006 onValues coordinated a workshop on behalf of Mistra, The Foundation for Strategic Environmental Research, on the integration of environmental, social and governance
(ESG) issues into fixed income investment. The workshop was stimulated by the apparent mismatch between the research devoted to understanding the financial impacts of ESG issues in the fixed income domain and that in equities (in a climate of large and growing allocations to fixed income asset classes by institutional investors).

The key questions posed by the half-day workshop were as follows:

  • What is the state of the art in the integration of ESG issues into investment research and asset management in corporate fixed income securities?
  • What are the current approaches to ESG issues for investors in non-corporate debt?
  • How can fixed income investors benefit from the 'head start' of equity investors in this domain? In which areas might their investment decisions differ?
  • What possibilities exist for fixed income investors to engage with investee companies and other issuers of debt?
  • How can academic research support the work of industry practitioners in this field?

Please find the outcomes of the workshop on the Mistra website by downloading the following document:

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«Sustaining interest – Outcomes of a Mistra workshop on environmental, social and governance (ESG) issues in fixed income investment»