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Contact: Marina Zoraya
Tel: +44  (0) 20  7178 3282 

Price: 500 USD
2009 - Global - Responsible investment and fixed income

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* Please note this report contains 12 pages

This paper addresses how institutional investors can access responsible fixed income opportunities. It also provides insight into the specific environmental, social and governance (ESG) issues that investors should consider when evaluating fixed income investments in addition to outlining several emerging niche areas.

 

Why should you think about RI and fixed income?


  • Responsible Investment and fixed income coverSome fixed income managers have embraced RI thinking to an extent similar to that evident among leading counterparts in the listed equity field.
  • Some ESG issues are of sufficient importance to represent potential sources of sharp falls in corporate bond prices.
  • Certain ESG issues becoming a material issue in the management of government bond portfolios such as climate change.

Key features

"A feature of the responsible investment landscape over recent years has been the unequal distribution of activity across asset classes, with listed equities and some alternative assets being the main focus of attention. This paper discusses the ESG implementation issues particular to fixed income, such as the relative merit of screening, integration and thematic funds (microfinance, community investment and green bonds), as well as presenting some blue sky thinking on how the market might evolve in the future". Danyelle GuyattThis paper provides a comprehensive review of responsible fixed income, and is applicable for all regions. Topics covered include:

 

  • Overview of ESG issues related to fixed income
  • Progress achieved to date in applying RI policies across fixed income portfolios
  • Current practices and best practice approaches to ESG integration into fixed income
  • Review of emerging niche sectors of the fixed income market
  • What can Mercer do to assist you?


This paper is one of a series covering topical RI issues. Although the paper is available on a stand-alone basis, readers with a wider interest in RI may derive greater value by purchasing it as part of a broader package of research and advisory services. To inquire about this option, please contact us.

Pricing information

This report is available for immediate download in PDF format:

 

Mercer white paper on Responsible Investment and fixed income
(12 pages)

USD 500

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Publication Date  

 

Publication Date
Report Available
25-September-2009

Contact: Marina Zoraya

Tel: +44  (0) 20  7178 3282 

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RI and fixed income

 

USD 500

 

Released: Sept 2009

 

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