The Enhanced Analytics Initiative (EAI) yesterday announced the results of its latest evaluation of investment research providers, which is based on analysis provided by onValues. On the eve of its second anniversary, the Initiative has seen a surge in new members in the past months and now represents total assets under management of €1.8 trillion. The EAI is an international collaboration between asset owners and asset managers aimed at encouraging better investment research, in particular research that takes account of the impact of extra-financial issues on long-term investment. The EAI incentivises research providers to provide better analysis of extra financial issues within mainstream research.
For further information on EAI: http://www.enhanced-analytics.com
Three of the most influential climate policy and economics research institutions – the ‹Potsdam Institute for Climate Impact Research›, ‹Germanwatch› and the ‹Deutsches Institut für Wirtschaftsforschung› (DIW) – have launched a multi-year research programme on the risks (and opportunities) that climate change and carbon mitigation strategies are expected to pose to the financial industry. onValues is part of the consortium and will contribute dedicated research and support. As part of a first set of research tasks, onValues has assessed the way in which sell-side investment research is dealing with these aspects and developed a conceptual framework through which carbon and climate risks could better be factored into current stock valuation models. Special attention was dedicated to dealing with the intrinsic uncertainty related to these aspects.
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.
«Unlocking Value: The scope for environmental, social and governance issues in private banking»
For further information on UNEP FI: http://www.unepfi.org
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.
Download the report
«Communicating ESG Value Drivers at the Company-Investor Interface»