Sustainable and Thematic Investing
As investors increasingly look to align investments with Environment, Social and Governance (ESG) considerations, the Investment Bank Research team aims to help clients navigate this new paradigm. Its ESG effort comprises three pillars:
Thematic: The Sustainable & Thematic Investing team within Barclays Equity Research focuses on identifying global thematic trends that could shape the business environment over the coming five to 10 years. Such trends include demographic change, emerging industries and technology, and evolving consumer behaviour.
Fundamental: Barclays’ Fundamental ESG Research is a cross-asset initiative aimed to provide clients with a multi-dimensional analysis of where companies sit on the spectrum of ESG performance and whether markets are incorporating ESG attributes in security pricing.
Systematic: The Barclays Quantitative Portfolio Strategy group within Research focuses on developing evidence-based empirical analysis of the market relationships between ESG ratings of issuers and the performance and valuation of their debt and equity securities.
The three pillars of Barclays ESG Research will feed into and inform each other to produce new and actionable ESG insights that enable investors and asset owners to assess the impact of regulatory and consumer change on markets and industries; the extent of adoption of ESG principles by companies under coverage; and how and to what extent adoption of ESG is influencing portfolio performance.
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