ESG

ECB, ESG, Green Bonds

Bonds with coupons linked to sustainability performance targets to become eligible as central bank collateral Potential eligibility also for asset purchases under the APP and the PEPP subject to compliance…

V-Square: GPS algo applied to ESG data complexity

September 16, 2020

data management, ESG, VSQM

With over $40 trillion of global sustainable assets around the world, sustainable investing has become one of the fastest-growing segments in the asset management industry. With such sustained growth over…

Frankfurt’s Solactive and Truvalue using AI ESG benchmark indices

September 10, 2020

artificial intelligence, ESG, indices, Solactive, Truvalue Labs

Frankfurt-based index engineering firm Solactive and Truvalue Labs have joined forces to create a series of ESG Indices designed to provide investors with diversified exposure to global large- and mid-cap…

Legal experts flag regulatory divergence in capital requirements, data, sustainable finance (Premium)

September 9, 2020

Regulatory, Technology

data management, Dechert, ESG, regulatory capital, Shoosmiths, topstory

In a highly politicized environment of Brexit and US election campaigning, regulatory frameworks for technology and sustainable finance are emerging, even while legacy issues such as clearing are yet to…

V-Square’s Mamadou-Abou Sarr on custodians, securities lending and data in ESG (Premium)

August 12, 2020

Artificial Intelligence, Big Data, Custodians, ESG, Technology

ESG, hedge funds, technology, topstory, VSQM

Last week, we examined at how data and tech are underpinning ESG (environmental, social, governance) investing, and what asset servicers should know about those trends. In this Q&A, we go…

Data transparency in the middle and back office for ESG investing (Premium)

August 5, 2020

ESG, Hedge Funds, Technology

ESG, passive vs. active, Pictet, SEB, topstory, VSQM

As ESG (environmental, social, governance) investing gains wider prominence, the asset servicing community is becoming more aware of how it might be affected by the concomitant investor expectations underpinning portfolios…

AllAboutAlpha: ‘technologizing’ institutional investment for ESG

July 23, 2020

alternative data, Beneficial Owners, CAIA, ESG

Climate change, rickety public health systems, demographic upheaval, decaying infrastructure, urban migration, wealth inequality, and diminished supplies of critical natural resources are all challenges that will, at least in part,…

AIMA argues benefits of short selling for ESG

July 23, 2020

AIMA, ESG, Short selling

Despite its rapid growth, responsible investment is still marked by its origins in the long-only world of ethical investing. Responsible investment is still often incorrectly thought to refer to a…

ESG in secfinance: how Natixis is navigating sustainable investment (Premium)

July 1, 2020

Securities Finance, Collateral and Derivatives, Securities Lending

ESG, Natixis Asset Management, topstory

There are many reasons why institutional investors are looking for firms that adhere to environmental, social and governance (ESG) factors. Some of the latest moves to boost the ethical investment…

Man Group makes argument for shorting based on ESG

June 12, 2020

ESG, Man Group, Short selling

What does responsible investing need to do to become fully mature? Go short. June 2020 To some, responsible investment is a goody-goody exercise. You buy some stocks that you think…

ESG high on the radar for Bank of England Securities Lending Committee

June 10, 2020

Bank of England, ESG, Securities Lending

Minutes of the Bank of England Securities Lending Committee 27 February 2020 Impact of Environmental, Social and Corporate Governance (ESG) on Securities Lending Markets The Committee discussed the potential challenges…

ESG in securities finance isn’t just principles – it’s also culture and compensation (Premium)

May 28, 2020

ESG, Securities Lending

ESG, securities finance, topstory

The commitment of industry groups on ESG, including ISLA’s Council for Sustainable Finance and PASLA’s recent ESG survey, are moves in the right direction for the industry and the planet.…

Reuters: PASLA ESG survey finds compatibility with securities lending

May 21, 2020

ESG, PASLA

Asset managers lending out of their securities can be compatible with investment on environmental, social and governance (ESG) principles, an industry body said on Thursday, adding it was working on…

Finadium: ESG is Changing Capital Markets: Services, Revenues and Outlook

May 20, 2020

ESG, Investments, Market infrastructure

capital markets, ESG, Finadium, investments, topstory

This report presents how Environmental, Social and Governance (ESG) factors are impacting capital markets. Much attention has been paid to investment trends, but ESG in investments requires corresponding changes in…

State Street paper offers perspective on the intersection of ESG and securities lending

April 30, 2020

ESG, Securities Lending, State Street

Beyond Mechanics: The Intersection of Securities Lending and ESG Investing Empirical evidence indicates that short selling, facilitated by securities lending, improves market efficiency and market liquidity. A holistic view of…

Client Webinar April 29: The Macro Environment, COVID-19 and Office Hours

April 21, 2020

Regulatory

capital markets, ESG, Regulatory, topstory

April 29, 2020 10AM New York 3PM London 4PM Paris/Frankfurt This Finadium client webinar will provide a market update on the macro investing environment. Topics include: Regulatory loosening of bank…

CloudQuant: ESG for shortsellers using alt-data

March 15, 2020

News and Notes – Fintech, Uncategorized

alternative data, CloudQuant, ESG, Short selling

Environmental, Social and Governance (ESG) investing is based on the premise that firms with higher quality management and resources will operate well and their value will rise in the market.…

ISLA: how beneficial owners are taking the lead on ESG (Premium)

March 11, 2020

Securities Lending

ESG, ISLA, ISLA Council for Sustainable Finance, sustainability finance, topstory

Sustainable finance and ESG (Environmental, Social, Governance) investing is gaining traction across the asset management community. We talk to Andrew Dyson, ISLA’s CEO, about how securities lending is leading on…

BNP Paribas, Eurex join ISLA’s sustainability council

March 7, 2020

BNP Paribas, ESG, Eurex, ICSF, ISLA, Securities Lending, sustainability finance

The ISLA Council for Sustainable Finance (ICSF) announced that Eurex and BNP Paribas have joined as partners to the Council Executive. They join a number of beneficial owners on the…

BlackRock publishes policies on proxy voting for securities lending and sustainability

March 3, 2020

Blackrock, ESG, proxy voting, Securities Lending

Securities Lending Viewed through the Sustainability Lens March 2020 Recently, questions have been raised about how securities lending aligns with sustainable investing. Some seek to portray short selling — and…

Finadium Big Ideas Quarterly Q1 2020 now online

February 5, 2020

Asia, ESG, Market infrastructure, Repo

Asia, Big Data, ESG, FISL, Repo, Securities Lending, topstory

Our quarterly presentation on research, news and events. Continue reading

Finadium in Amsterdam: ESG for Capital Markets, 31 March

February 4, 2020

ESG, Finadium Event, Securities Lending

Amsterdam, ESG, events, topstory

Finadium is pleased to announce a new event, Building Out Capital Markets for ESG, coming to Amsterdam on 31 March 2020. Continue reading

Refinitiv at WEF: ESG data is fundamental, not alternative

January 13, 2020

alternative data, Data, ESG

Businesses today face significant environmental and social challenges that pose risks to their potential to sustain growth. At the same time, the regulatory landscape is evolving, new technologies are emerging…

ESMA combats “un-due short-termism” in markets, no action on seclending

December 19, 2019

ESG, ESMA, Securities Lending, Short selling

The European Securities and Markets Authority (ESMA) has published its findings on potential undue short-term pressures in securities markets. The European Commission (EC) had asked the three ESAs (ESMA, EBA…

ISLA Announces Formation of the Council for Sustainable Finance

December 17, 2019

ESG, ISLA

Following sixteen months of intensive and rigorous preparations, the International Securities Lending Association (ISLA) is delighted to announce the formation of the ISLA Council for Sustainable Finance (ICSF). ICSF, which…

What we learned at our Zurich 2019 event (Premium)

December 12, 2019

ESG, Europe, Securities Lending

ESG, Finadium, securities finance, topstory, Zurich

We held our 6th annual securities finance event in Zurich last week with record attendance. The buy-side spoke out, market participants across the sell-side, technology and regulatory communities were engaged,…

Nasdaq takes sustainability platform global after European, ESG data initiatives

December 11, 2019

data management, ESG, Nasdaq

Nasdaq launched the Nasdaq Sustainable Bond Network, a global, publicly available web-based platform designed to improve transparency in the market for green, social and sustainability bonds. The online repository provides…

Sneak peek: Battle of the Quants in London – December 10

December 3, 2019

Battle of the Quants, data management, digital assets, DTCC, ESG, quants, Quantum Computing

This year’s Battle of the Quants London continues its focus on data, bringing together speakers and panels looking at the advanced technologies required to turn data into alpha and how…

Preview: Zurich Securities Finance Roundtable, 4 December 2019

November 12, 2019

Repo, Securities Lending

ESG, securities finance, Securities Lending, topstory, Zurich

We’re looking forward to our Securities Finance Roundtable in Zurich on 4 December 2019. We started this event in 2014 with ZKB, and have seen it evolve to this year’s…

Eurex to launch Total Return Futures on MSCI ESG indices

October 31, 2019

ESG, Eurex, MSCI, Total Return Futures

Eurex and MSCI have signed an agreement on the long-term extension of their strategic relationship. In addition to the long-term extension of the license agreement on futures and options, MSCI…

BoE Securities Lending Committee discusses diversity and ESG

October 30, 2019

Bank of England, diversity, ESG, Securities Lending

Members noted the importance of encouraging gender diversity in industry panels, and discussed how best to encourage more women to participate in these. Some members noted that there is often…

Green Bonds are a ready-made opportunity for repo desks both in Asia and around the world

October 21, 2019

Asia, ESG, Repo

Asia, Asia Bond Market Forum, ESG, Green Bonds, Repo, topstory

The Asian Bond Market Forum last week in Shenzhen, China featured a healthy discussion on Green Bonds, building on the model developed by the Asian Capital Markets Forum (ACMF) Green…

Nasdaq launches ESG futures in the Nordics

October 17, 2019

ESG, futures, Nasdaq

Nasdaq announced the launch of futures based on the recently launched OMXS30 ESG Responsible index (OMXS30ESG). The product is the first exchange listed and ESG compliant index future in the…

FISL Europe: how ESG investment is managed in securities lending programs

September 30, 2019

FISL, Securities Lending

climate change, ESG, Global Reporting Initiative, topstory

Last week’s Finadium Investors in Securities Lending conference in Paris was happening at the same time as the UN Climate Change Summit in New York, presenting an excellent opportunity to…

BoE’s Carney speaks on sustainable financial system at UN

September 25, 2019

climate change, ESG, Mark Carney, TCFD

A new, sustainable financial system is being built. It is funding the initiatives and innovations of the private sector, it has the potential to amplify the effectiveness of the climate…

NY DFS becomes first US banking regulator to join climate change coalition

September 25, 2019

climate change, ESG, NYDFS

New York Department of Financial Services superintendent Linda Lacewell announced that the authority has become the first US state banking regulator to join the Network for Greening the Financial System…

130 banks holding $47tr sign up for UN’s climate action investment initiative

September 23, 2019

News and Notes – Fintech, Uncategorized

banks, ESG, UN

In a massive boost for climate action and sustainability, leading banks and the United Nations today launched the Principles for Responsible Banking, with 130 banks collectively holding $47 trillion in…

Investors in Securities Lending conference launches tomorrow in Paris

September 23, 2019

ESG, Europe, Securities Lending, SFTR, Technology

BNPP, Citi, ESG, Eurex, Euronext, FISL Europe, MarketAxess, Securities Lending, topstory, Total Return Futures

We are excited to welcome roughly 150 attendees to the Finadium Investors in Securities Lending (FISL) conference tomorrow, this year in Paris. Here’s what’s in store for this buy-side oriented…

Bloomberg Launches Equity Benchmarks

September 17, 2019

Bloomberg, equity benchmarks, ESG

Bloomberg U.S. Large Cap Index is the Basis for Co-Branded ESG Index Family Bloomberg today announced that it now offers U.S. equity benchmark capabilities. The equity offering includes the Bloomberg…

ING launches interest rate swap linked to ESG improvement

August 16, 2019

ESG, ING, interest rate swaps

ING has introduced the world’s first sustainability improvement derivative (SID), a derivative with a credit spread that is linked to sustainability performance. The SID is being provided to SBM Offshore…

Finadium Big Ideas Quarterly Q3 2019 now online

August 6, 2019

Investments, Regulatory, Securities Lending, Technology

Common Domain Model, ESG, SA-CCR, Securities Lending, topstory

Our quarterly presentation on research, news and events. Continue reading

Finadium: ESG Funds in Securities Lending: A Statistical and Program Analysis

June 13, 2019

Investments, Securities Lending, Technology

ESG, Finadium, Securities Lending, topstory

Environmental, social and governance (ESG) investment funds are on the rise, and with them the importance of these funds in securities lending. Using newly collected data, we document the securities…

Financial services pulls ahead on climate change reporting as regulators spur action

June 5, 2019

climate change, CPD, ESG, FSB, TCFD

The FSB said that a recently released TCFD (Task Force on Climate-related Financial Disclosures) report finds encouraging progress on climate-related financial disclosure, but also need for further progress to consider…

Cyber, AI, ESG, fintech among top 10 fears for risk managers

June 3, 2019

Artificial Intelligence, Technology

artificial intelligence, bigtech, cyber resilience, cyber risk, cybersecurity, ESG, fintech, machine learning, Nedbank, risk management, RiskMinds, Standard Chartered

An article published by RiskMinds outlined the top 10 fears in risk management, and the list reveals many familiar trends that Fintech Capital Markets is seeing as well. Continue reading

State Street boosts ESG data and analytics services, plans for incoming regulations

May 31, 2019

ESG, State Street

State Street announced that it has made a series of enhancements to ESGX, the firm’s web-based platform that provides clients with tools to assess in-depth ESG-factor exposure in their portfolios.…

ESG, blockchain, LatAm fintech on private equity agenda

May 21, 2019

blockchain, ESG, Latin America, private equity

A wide array of issues related to fintech were discussed during IFC’s 21st annual Global Private Equity Conference (GPEC) in association with EMPEA (Emerging Markets Private Equity Association). The IFC…

Schroders launches systematic ESG fund

May 17, 2019

ESG, Schroders, systematic

Schroders is today announcing the launch of the Sustainable Multi-Factor Equity (SMFE) fund, a global equity strategy that integrates environmental, social and governance (ESG) analysis into a systematic investment approach.…

ESMA submits technical advice on sustainable finance to European Commission

May 3, 2019

AIFMD, EIOPA, ESG, ESMA, European Commission, MiFID II, sustainability finance, UCITS

The European Securities and Markets Authority (ESMA) has published its technical advice to the European Commission (EC) on sustainable finance initiatives to support the EC’s Sustainability Action Plan in the…

Hong Kong regulator expects asset managers to disclose more on green/ESG investments

April 15, 2019

asset managers, ESG, Hong Kong SFC