Beyond Bulls & Bears

PODCAST: ESG Investing: What to Expect in 2021 and Beyond
Perspectives

PODCAST: ESG Investing: What to Expect in 2021 and Beyond

Julie Moret, our global Head of Environmental, Social and Governance (ESG), speaks with AssetTV’s Jenna Dagenhart about the ways the COVID-19 pandemic has affected ESG investing, and what these shifts could mean in 2021 and beyond.

Water Disruption: Investment Risk from Multiple Angles
Perspectives

Water Disruption: Investment Risk from Multiple Angles

Water itself isn’t just an economic policy issue and risk arising from population growth and climate change. Water is impacting the day-to-day operations of investee companies and how they are thinking through their own business models and business risk.

“Build Back Better”: COVID-19 Brings the “S” From ESG Into Focus
Perspectives

“Build Back Better”: COVID-19 Brings the “S” From ESG Into Focus

Dislocations resulting from the pandemic shine a light on environmental, social and governance (ESG) issues, which can be used as an additional tool to identify leading companies from the laggards, according to Franklin Templeton’s Global Head of ESG, Julie Moret.

How a Broadening Stakeholder Base Shines a Light on Sustainability
Perspectives

How a Broadening Stakeholder Base Shines a Light on Sustainability

Around the world, societal demographic shifts are becoming evident, bringing long-standing assumptions and theses into question. Julie Moret, Head of ESG at Franklin Templeton, explains why investors should consider how companies are managing and navigating some of these broader drivers of change.

Understanding the Climate Change Challenges Facing Consumer Goods Companies
Alternatives

Understanding the Climate Change Challenges Facing Consumer Goods Companies

As an active investment manager with a firm commitment to integrating environmental, social and governance analysis into its investment processes, Franklin Templeton recognises its responsibility to raise awareness of climate transition issues. Working alongside the Carbon Disclosure Project, Franklin Templeton recently co-hosted a roundtable event on consumer goods companies’ preparations for the low-carbon transition. Here, Julie Moret, Head of ESG at Franklin Templeton, reports back from the event.

An Investor’s Perspective on the Proposed Taxonomy for Sustainable Finance
Perspectives

An Investor’s Perspective on the Proposed Taxonomy for Sustainable Finance

Can stakeholders (regulators, policymakers and market participants) deliver a sustainable finance framework that serves the end-client well? The European Union’s technical expert group has just published its final recommendations on the taxonomy for sustainable finance, establishing common criteria to classify environmentally sustainable activities that support the transition to a low-carbon economy. Fresh from discussing the topic at the Responsible Investor Europe Conference in London, Julie Moret, Head of ESG at Franklin Templeton, offers some immediate feedback on the usability and implications for investors

Surveying the Investment World through an ESG Lens: A Snapshot of Key Topics from the US
Perspectives

Surveying the Investment World through an ESG Lens: A Snapshot of Key Topics from the US

Fresh from a series of ESG conferences in the United States attracting investors, managers and scientists, Julie Moret, Head of ESG at Franklin Templeton, outlines five topics that sparked her attention and that investors with an interest in ESG should have on their agenda.

An Integrated Approach to Managing ESG Risks and Opportunities
Equity

An Integrated Approach to Managing ESG Risks and Opportunities

Information, data and research are the fuel for investment decisions. Over the years, as new information has emerged and evolved, investors have found innovative means to harness new insights to help inform their decisions. Today, some forward-looking investors are deepening their focus on environmental, social and governance (ESG) analysis to provide additional perspectives to complement existing research efforts. Julie Moret, Franklin Templeton’s head of ESG, explains how ESG contributes to an evolved investment evaluation framework and serves as a tool to assess broader holistic risks.

An Integrated Approach to Managing ESG Risks and Opportunities
Perspectives

An Integrated Approach to Managing ESG Risks and Opportunities

For us, ESG is a natural extension of effective risk management. It’s about understanding the risks that a company faces and assessing whether we think those risks are adequately priced in.