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This book provides the world's first comprehensive account of responsible investment for fixed income investors. Using case studies from leading investor companies and markets, it provides practical guidance on how to improve the financial, and the environmental, social and governance performance of investments.
List of contents
1. Introduction Part I: Fundamentals 2. Essential Concepts in Fixed Income Investing I: Function and Analysis 3. Essential Concepts in Fixed Income Investing II: Participants and Portfolios 4. The Landscape of Responsible Investment and Fixed Income Part II: Sovereign Investing 5. ESG Factors in Sovereign Debt Investing 6. ESG Considerations in Sovereign and Public Finance Credit Analysis 7. Sovereign ESG Risk Analysis and Engagement Part III: Corporate Investing 8. The Stewardship Mechanisms of Corporate Bond Investors 9. Connecting ESG factors with Credit Ratings 10. The Role of ESG Risk Factors in Corporate Credit Analysis 11. Responsible Investment Strategies in Corporate Fixed Income 12. ESG Research in Different Fixed Income Sectors Part IV: Impact Investing 13. Impact Investing in Fixed Income Markets 14. The Impact Bond Market 15. Using Bond Markets to Achieve Issuer Sustainability Outcomes 16. Impact Bonds: Issuers and Investors Part V: Market Influencers 17. The Role of Sustainable Treasury Teams 18. ESG Data, Ratings and Indexes 19. Assessing the Responsible Investment Performance of Fixed Income Fund Managers 20. Delivering Sustainable Investment Objectives through the Capital Markets Part VI: Investment Products 21. Investment Product Design and Development 22. Understanding Trends and Drivers in Fixed Income Investment Products Part VII: Looking Forward 23. Regulation, Policy and Fixed Income 24. Measuring the Impact of Climate Change 25. Fixed Income Markets and Responsible Investment: The Past, the Present and the Future
About the author
Joshua Kendall is Head of Sustainable Fixed Income at Bloomberg, and was previously Head of Responsible Investment Research and Stewardship at Insight Investment. He is an experienced responsible investment practitioner, whose experience extends across investment management, ESG research and stewardship.
Dr Rory Sullivan is CEO of Chronos Sustainability and Visiting Professor in Practice at the Grantham Research Institute on Climate Change and the Environment at the London School of Economics. He is an internationally recognised expert on climate change and investment.
Summary
This book provides the world’s first comprehensive account of responsible investment for fixed income investors. Using case studies from leading investor companies and markets, it provides practical guidance on how to improve the financial, and the environmental, social and governance performance of investments.
