A better way to
integrate ESG

In today’s uncertain political and economic environment, how are professional investors positioning their portfolios with regard to ESG? Claudia Röring, Head of Product Management and member of Quoniam’s SI Committee, discusses current developments and shows how Quoniam can help investors achieve their KPIs through data-driven integration.

Can investors in corporate bonds do good and earn an attractive return at the same time? That was what Quoniam experts Dr Desislava Vladimirova and Dr Jieyan Fang-Klinger set out to determine in their recent research paper, Bonds with Benefits: Impact Investing in Corporate Debt, recently published in the Financial Analyst Journal. We spoke to them about their research, what they found and what it means for investors.

How can sustainable investing be objectively measured? This question is being asked by an increasing number of institutional investors who want to make their portfolios sustainable. Together with Effectual Capital, Quoniam is implementing a unique investment approach based on the sustainable return developed by Effectual. Andreas Gintschel, Managing Director of Effectual, and Jonathan Clenshaw, CSO & CMO of Quoniam, explain what makes this approach unique.

What is the ex-ante impact of different sustainable investment approaches on the alpha of a credit portfolio? And what can investors do who want both outperformance and sustainable credit investments? Credit factor investing provides a framework and a solution to both questions.

In this interview, Desislava Vladimirova provides insights into the trade-off between impact investing and outperformance of credit factor strategies and the possibilities of combining the two.

Dr Jieyan Fang-Klingler, Dr Maximilian Stroh and Frederik Wisser share pioneering insights on the topic of climate data and decarbonisation of portfolios from their new working paper “Back to the Future: The Role of Forward-looking Climate Metrics in Decarbonization Portfolios“. In the interview, they explain their findings and give an outlook on further ESG research projects.

The required changes in the wake of the climate crisis may seem like a (regulatory) burden, but in fact present a massive chance for asset owners and asset managers – not only to support transformation, but also to manage risks and create value.

Do climate-friendly companies offer a return premium? Should investors rely on past data? Or should they dare a look ahead? Our research experts Dr Jieyan Fang-Klingler and Dr Maximilian Stroh answer these questions.