BAI Homepage » Main topics of the association work » December 2018/January 2019: ESG

Main topic December 2018/January 2019: ESG

01. October 2019

In order to inform industry, investors and the public in a more targeted and comprehensive way, we will be presenting a monthly changing topic with relevant articles, studies, market data, regulatory briefings and event notes. Non-members can send us their documents as well - please contact Christina Gaul.

Forthcoming topics:
Private Equity (February 2019)



US Growth Economic: A Sustainability Story?
Dan Roarty, AB Europe ( May 2018)

Fighting Global Poverty with Equity Investment
Dan Roarty, AB Europe ( November 2017)

Responsible Investing - Roundtable: Experiences from Around the World
We asked four institutions around the world to share their thoughts about the opportunities and
challenges of responsible investing in their investment plans. Here’s what they said.

AB Europe (October 2018)

Sustainable Investment Funds in Europe - Market Development and Performance (in German)
Michael Busack, Henrik Schlimper, Absolut|Research, in Absolut|impact (February 2018)

ESG Factors as a remedy against populism
Candriam (October 2018)

Mega trend sustanability - also an issue for the central banks (in German)

Prof. Dr. Joachim Wuermeling, Deutsche Bundesbank, in absolut|impact (February 2018)

German Green Bonds: between growth, standardization and transparency (in German)

Ari Pankiewicz/Michaela Bundschuh, d-fine GmbH, in Zeitschrift für das gesamte Kreditwesen (November 2018)

The DVFA codex for sustanability in the investment process (in German)
Ralf Frank, DVFA, in Absolut |Report (April 2018)

A differentiated approach to ESG investments (in German)
Dr. Michael Hasenstab, Dr. Sonal Desai, Julie Moret und Vivian Guo, Franklin Templeton (April 2018)

Incorporating ESG While Maintaining Yield

Jim Caron, Joseph Mehlman, Sarah Harrison, Morgan Stanley, in IPE (November 2018)

Both Sides, Now: The Disruptive Power of Energy Efficiency
Andrew Harmstone, Morgan Stanley (June 2018)

Different People: Human Capital Management and Diversity
Andrew Harmstone, Morgan Stanley (September 2018)

The Third Arrow: Governance
Andrew Harmstone, Morgan Stanley (2017)

ESG and the Sustainability of Competitive Advantage
Kristian Heugh, Marc Fox, Morgan Stanley (2018)

Seeking Sustainability
William Lock, Morgan Stanley (2017)

An Emerging Markets Approach to ESG

Morgan Stanley (January 2018)

Seeking Sustainability: Compounding and ESG
William Lock, Bruno Paulson, Morgan Stanley (September 2018)

Catastrophe Bonds: Investing With Impact
Andre Rzym, Tarek Abou Zeid, Man AHL (October 2018)

No Trade-Off Between Environmental And Social Concerns
Jason Mitchell, Man Group (September 2018)

Ensuring ESG compliance in PE transactions (in German)
Daniel Wiedmann, Dr. Robert Eberius, P+P Pöllath+ Partners (November 2017)

Primer on responsible investment in infrastructure
PRI (January 2018)

The imperative of sustanability (in German)

Michael Baldinger, Bruno Bertocci, M.Rodrigo Dupleich Ulloa, UBS (2018)



Embracing Responsible Investing
AB Europe (2018)

From Niche to Mainstream: Responsible Investment and Hedge Funds
AIMA/Cayman Alternative Investment Summit (2018)

AllianzGI Responsible Investment Report 2018 (in German)
November 2018

ESG Special Report
Bank of New York Mellon (2018)

Quintessence - smart thinking in finance
BNP Paribas  (2018)

Great expectations for ESG
BNP Paribas Securities Services (2018)

Sustanable investments - why not? (in German)
BlackRock (May 2018)

Green Solutions under the hood

The role of metals in energy transition
Candriam (2018)

Responsible investment in private equity - an important component of the operational value chain (in German)
Capital Dynamics (April 2017)

Investition in Projekte für erneuerbare Energien in Europa
Dentons (Februar 2019)

The transformation to a low-carbon economy (in German)
FERI (2018)

Carbon Bubble and decarbonisation (in German)
FERI (2018)

Social infrastructure in Europe (in German)
Franklin Templeton (February 2018)

Telos Master-KVG Survey 2018/2019 (in German)
HSBC Inka (2018)

Sustainable Signals
Asset Owners Embrace Sustainability
Morgan Stanley (2018)

Investments in sustainable infrastructure projects (in German)
NN Investment Partners (November 2018)

Impact Investing Market map
PRI Principles for Responsible Investment (2018)

Responsible investment DDQ for infrastructure investors
PRI (September 2018)

Measure what matters

Expanding the scope of intrinsic value to include ESG
UBS Asset Management (2018)

Fostering dialogue
UBS Asset Management (2018)

Adding value through active engagement
UBS Asset Management (2018)

Statistics/market performance data

Statistics/market performance data

Sustainable Investments (in German)
Absolut|analyse (June 2018)

Weathering the Storm: Integrating Climate Resilience Into Real Assets Investing

Morgan Stanley (2018)



ESG in the asset management - how sustainable investing changes industry and portfolio (in German)
BAI-Vortragsfolien im Rahmen der Investmentsfondstage 2018

Man Group’s Perspectives Towards a Sustainable Future
Podcast series, Man Group (2018)


Regulatory frameworks

Regulatory frameworks

Legislative package of the Commission's work on sustainable finance
In the context of the Commission work on sustainable finance, this initiative aims at strengthening financial stability and asset pricing by clarifying that institutional investors and investment managers have a duty to consider the materiality of sustainability factors.
May 2018

Transparency regulation
Feedback received on: Institutional investors' and asset managers' duties regarding sustainability
August 2018

Responsible investment DDQ for infrastructure investors
PRI (September 2018)