20 results
Ausbil Investment Management: Catching human rights risks early
Ausbil Investment Management: Catching human rights risks early
(https://www.ausbil.com.au/research-insights/podcasts/catching-human-rights-risks-early)
Ausbil Investment Management has published a podcast episode, Catching human rights risks early (24 minutes), on why modern slavery and human-rights risks persist despite Australia's Modern Slavery Act and what investors and fund managers can do to drive change beyond compliance. The discussion focuses on identifying human-rights risks early in the investment process and the practical steps active managers can take through research and engagement. It is aimed at an investment-professional audience interested in social risk, stewardship and responsible investing. Listen to the podcast via the link. [Note: podcast audio not retrieved - in-body content should be verified before confirming this buzz.]
Profundo: Fair Finance Ghana: ESG Policy Assessment Report of Five Banks in Ghana
Profundo: Fair Finance Ghana: ESG Policy Assessment Report of Five Banks in Ghana
(https://profundo.nl/projects/fair-finance-ghana-esg-policy-assessment-report-of-five-banks-in-ghana/)
Profundo has published, for the Fair Finance Ghana coalition, an ESG Policy Assessment Report of Five Banks in Ghana, benchmarking the sustainability policies of five Ghanaian banks against the Fair Finance Guide International methodology. The assessment scores the banks' publicly disclosed commitments across core themes such as climate change, human rights, labour rights, corruption, transparency and gender, applying the same policy-scoring framework the Fair Finance network uses in other markets. It is intended to give Ghanaian civil society, customers and the banks themselves a transparent baseline for strengthening environmental and social standards in the sector. (No publication date stated; drafted 2026-07-20.) View the report on Profundo via the link. [Note: report body not fully retrieved - in-body content should be verified before confirming this buzz.]
Morningstar Sustainalytics: As Biopharma Turns to China for Growth, ESG Risks Remain in Focus
Morningstar Sustainalytics: As Biopharma Turns to China for Growth, ESG Risks Remain in Focus
(https://connect.sustainalytics.com/biopharma-turns-to-china-for-growth)
Morningstar Sustainalytics has published a research report, As Biopharma Turns to China for Growth, ESG Risks Remain in Focus, examining the ESG and geopolitical risks that increasingly accompany cross-border licensing deals between Western drugmakers and Chinese biotech firms. As patents expire and R&D costs and pricing pressures mount, the report argues these partnerships are reshaping how companies build and diversify their pipelines while bringing new risks in product governance, patient safety, clinical-trial oversight and data transparency. Combining Sustainalytics' ESG Risk Ratings with Morningstar Equity Research, it sets out which ESG factors may signal stronger risk management and how investors can identify companies better positioned to capture China-driven growth while managing execution risk. (No publication date stated; drafted 2026-07-20.) Download the report via the link.
Profundo: Dutch Financing of American Gas
Profundo: Dutch Financing of American Gas
(https://profundo.nl/projects/dutch-financing-of-american-gas/)
Profundo has published Dutch Financing of American Gas, research commissioned by the Dutch Fair Finance Guide (Eerlijke Geldwijzer) tracing which financial institutions in the Netherlands finance companies importing liquefied natural gas from the United States. It finds ING was the largest lender, providing around USD 37 billion to companies in the LNG sector between 2017 and 2025, while Allianz was the largest investor at about USD 6.6 billion, with Dutch financial institutions channelling over USD 60 billion into the sector since 2017. The research notes that 619 tankers carried some 39 million tonnes of US LNG to the Netherlands between May 2017 and end-2025 - more than five years of Dutch household gas use - even as many Dutch banks, insurers and pension funds scale back fossil-fuel involvement. (No publication date stated; drafted 2026-07-20.) View the report on Profundo via the link. [Note: report body not fully retrieved - in-body content should be verified before confirming this buzz.]
Shift: Weapons, Dual Use Tech and Financial Institutions
Shift: Weapons, Dual Use Tech and Financial Institutions
(https://shiftproject.org/wp-content/uploads/2026/04/Shift_Defense_Briefing.pdf)
Shift, the non-profit centre on business and human rights, has published a briefing, 'Weapons, Dual Use Tech and Financial Institutions', by Ashleigh Owens, on how financial institutions should approach human rights due diligence (HRDD) for companies developing, producing, brokering or exporting weapons and dual-use technologies. It sets out four practitioner challenges — the tension between security-policy pressure and sustainability commitments, limited technical capacity, hard-to-engage weapons companies, and weak ongoing (post-onboarding) due diligence — as defence exclusions come under pressure from rising NATO spending and publicly-backed defence finance. It then offers six 'anchors' grounded in the UN Guiding Principles and international humanitarian law, arguing that overly narrow controversial-weapons exclusions (for example under the EU's Paris-aligned and Climate Transition Benchmarks) create a 'fiduciary blind spot', particularly around autonomous and AI-enabled systems. The briefing can be downloaded from the Shift site. (Publication month stated as April 2026; specific day not given.)
BMO Global Asset Management: SpaceX and Mega-IPOs: How Indices Are Adapting
BMO Global Asset Management: SpaceX and Mega-IPOs: How Indices Are Adapting
(https://bmogam.com/ca-en/insights/spacex-and-mega-ipos-how-indices-are-adapting/)
BMO Global Asset Management has released 'SpaceX and Mega-IPOs: How Indices Are Adapting' (episode 317 of its Views from the Desk podcast). The episode examines how index providers including Nasdaq, FTSE Russell and MSCI are rewriting inclusion rules in real time, and what SpaceX's landmark IPO means for passive investors and the exposures embedded in index-tracking products. Speakers Zayla Saunders, Hilly Cutler and Matt Montemurro discuss how the specific index an investor owns increasingly determines the concentration and mega-cap exposure they get. Listen to the episode via the BMO GAM insights page. [Note: audio content not fully retrieved — in-body content should be verified before confirming this buzz.]
SRI Connect Research Pulse
SRI Connect Research Pulse
Monthly analysis of the sustainable investing research agenda - June 2026
This monthly editorial briefing is designed to help readers navigate the growing volume of SI research published on the SRI-CONNECT platform. Rather than cataloguing every report, Research Pulse highlights the themes that dominated thought leadership during the month and identifies where sustainability thinking is evolving.
Editor's View
June demonstrated how broad the sustainability agenda has become. Alongside climate, stewardship and biodiversity, there was a noticeable increase in publications examining artificial intelligence, data-centre infrastructure, transition investing and climate adaptation. The emphasis also appeared to shift from ESG integration towards implementation, with more research exploring how companies, investors and policymakers can deliver real-world transition outcomes. Collectively, the month's publications suggest that 'ESG' is continuing to mature from a disclosure discipline into a wider discussion about competitiveness, resilience and long-term value creation.
This Month's Five Biggest Themes
- Artificial Intelligence & Digital Infrastructure – AI energy demand, data centres and digital infrastructure.
- Transition Investing – Transition plans, industrial decarbonisation and financing the real economy.
- Nature & Biodiversity – Natural capital, forests, water and planetary boundaries.
- Stewardship – Greater focus on engagement effectiveness and outcomes.
- Climate Adaptation – Resilience, physical risks and adaptation strategies.
Research Pulse Index
Topic/Activity
Artificial Intelligence
▲▲▲
Transition Investing
▲▲▲
Nature & Biodiversity
▲▲
Stewardship
►
Climate Adaptation
▲▲
Human Capital
►
AI has become mainstream
Compared with a year or two ago, AI is no longer appearing as an isolated ethics topic. Instead articles are discussing:
-AI energy demand
-AI and data centres
-AI infrastructure
-AI investment opportunities
-AI and sustainability strategy
That is a major shift.
Nature continues to broaden
There were numerous pieces covering
-biodiversity
-natural capital
-forests
-planetary boundaries
-environmental crime
-water
Nature investing now looks much broader than simply TNFD.
Transition investing is maturing
We observed repeated references to
-transition finance
-transition plans
-industrial transition
-transition opportunities
-stewardship in transition
-rather than traditional ESG integration.
Stewardship remains important
There were plenty of:
-engagement reports
-stewardship reports
-voting studies
but increasingly they seemed focused on effectiveness rather than simply reporting activity.
Climate adaptation
Another noticeable trend. Not simply "climate risk" but
-resilience
-adaptation
-infrastructure
-water
-physical risk
Theme Activity Summary
Artificial Intelligence ██████████
Transition Investing ████████
Nature & Biodiversity ███████
Stewardship ██████
Climate Adaptation █████
Why Research Pulse?
Unlike a traditional library of reports, Research Pulse provides editorial navigation. It identifies the themes, trends and emerging debates that matter most, enabling readers to grasp the direction of ESG thinking in just a few minutes. Over time, the monthly indices could reveal how the sustainability agenda evolves and provide the foundations for a premium analytical service.
DNB Asset Management: Quarterly Report for Responsible Investments Q1 2026
DNB Asset Management: Quarterly Report for Responsible Investments Q1 2026
DNB Asset Management has published its Quarterly Report for Responsible Investments Q1 2026 containing details on the points summarised below: ##### Key data - Publication date: no specific date stated; report covers Q1 2026 - Report type: Other - Period covered: quarter to 31 March 26 - Frequency: Quarterly - Scope: Whole-of-operations - Fundamental focus: Engagement & stewardship ##### Contents and focal points - Highlights from active ownership (multi-year engagement follow-ups, nomination-committee input ahead of general meetings, FAIRR seafood traceability collaboration with 45 investors / US$9.6tn AUM) - Voting and progress on the transition plan (176 meetings voted in Q1; 44.2% of AUM covered by a science-based emissions reduction target, declining as AUM shifts towards the energy sector) - Innovation outlook and News and trends (planetary-health technologies; ISSB-aligned mandatory ESG reporting arriving in China, Hong Kong, Singapore and Japan from 2026) ##### Specifics - Sustainability themes: climate transition plans and SBTi coverage, seafood supply-chain traceability, biodiversity targets, serious environmental harm expectations - Sectors of focus: energy (falling SBTi coverage), media/entertainment, semiconductors - Companies featured (include): Embracer Group (renaming to Fellowship Entertainment), Cint Group, Nordic Semiconductor, Elliptic Laboratories ##### Team update No details reported. ##### Differentiators Includes an "Innovation Outlook" horizon-scanning section (airborne wind turbines, AI/drone habitat monitoring) unusual for a quarterly stewardship report, and trails DNB AM's newly released 2025 Annual RI Report (343 engagement dialogues; voting at 1,432 general meetings; PRI 5/5 stars). (No publication date stated; drafted 2026-07-04.)
Candriam: 2025 Annual Engagement Report
Candriam: 2025 Annual Engagement Report
Candriam has published its 2025 Annual Engagement Report containing details on the points summarised below: ##### Key data - Publication date: March 2026 (Publication month stated as March 2026; specific day not given.) - Report type: Engagement - Period covered: Calendar year 2025 - Frequency: Annual - Scope: Whole-of-operations (individually engaged issuers represent 34% of corporate-instrument AUM; collaborative dialogues 45%) - Fundamental focus: Engagement & stewardship ##### Contents and focal points - Engagement Statistics - Collaborative Initiatives (with "Spotlight on Selected Individual Engagement Campaigns in 2025") - Promoting Sustainable Development ##### Specifics - Sustainability themes: five declared stewardship themes — governance & business ethics, climate change, biodiversity & natural capital, human rights, human capital; 2025 emphasis on responsible restructuring (new campaign), board and leadership effectiveness, Say-on-Climate, and forced and child labour (Jasmine Coalition on Egyptian jasmine supply chains) - Sectors of focus: utilities, food & beverage and banks (top three engaged); capital goods, materials and pharmaceuticals lead individual dialogues; automotive and banking targeted in the Responsible Restructuring campaign - Companies featured (include): Intesa Sanpaolo, LVMH, Compagnie de Saint-Gobain, Teleperformance, Kingspan ##### Team update No details reported. ##### Differentiators Candidly tightened its own methodology — CDP/survey-based initiatives will no longer be counted in engagement statistics, and the drop in issuer response rate (68% vs 84%) is explained openly; every initiative is tagged to SFDR PAIs and SDGs; a companion 2025 Annual Voting Report was published alongside.
MFS Investment Management: MFS Stewardship Report: First Quarter 2026
MFS Investment Management: MFS Stewardship Report: First Quarter 2026
(https://www.mfs.com/content/dam/mfs-enterprise/mfscom/insights/2026/April/pdfs/mfse_fly_4714207.pdf)
MFS Investment Management has published its MFS Stewardship Report: First Quarter 2026 containing details on the points summarised below: ##### Key data - Publication date: 29 April 2026 (per mfs.com publication metadata; not printed in the document) - Report type: Stewardship - Period covered: Quarter to 31 March 2026 - Frequency: Quarterly - Scope: Whole-of-operations - Fundamental focus: Engagement & stewardship ##### Contents and focal points - Sustainability at MFS - Sustainability and Stewardship Update - Stewardship at MFS / Recent Engagement Activity ##### Specifics - Sustainability themes: cyber risk (a new proprietary engagement framework with sector-based focus questions), supply-chain labour risk including conflict minerals, climate strategy and decarbonisation, executive compensation ("continued pay elevation" via one-off awards), board composition and management succession, capital allocation and shareholder returns in Japan - Sectors of focus: capital goods, technology hardware, energy, consumer retail - Companies featured (include): Hon Hai (labour risk assessment); the five engagement case studies are otherwise anonymised by sector ##### Team update The report includes a full named org chart (as of 31 March 2026): an 11-person ESG Research & Stewardship Team led by Rob Wilson (Director of Global ESG Integration) and Franziska Jahn-Madell (Director of Global Stewardship), plus a six-person Client Sustainability Strategy group headed by Bess Joffe (Global Head of Sustainability Strategy) and named legal & compliance staff. ##### Differentiators Quarterly proxy-voting scorecard (35 markets, 232 meetings, 2,676 proposals, 4.8% of votes against management) and unusually assertive escalation language — at one Japanese manufacturer MFS states a shareholder proposal for materially higher buybacks "would be an appropriate and proportionate response". Few peers publish a full named team roster including compliance staff.
Metzler Asset Management: Engagement Summary 2025
Metzler Asset Management: Engagement Summary 2025
Metzler Asset Management has published its Engagement Summary 2025 containing details on the points summarised below: ##### Key data - Publication date: 24 February 2026 (date listed on Metzler's website; the document cover is dated December 2025) - Report type: Engagement - Period covered: Calendar year 2025 (data as at 31 December 2025) - Frequency: Annual - Scope: Whole-of-operations - Fundamental focus: Engagement & stewardship ##### Contents and focal points - Engagement results (engagement statistics and escalation strategy) - Public documents (transparency and publications) - Headline metrics: 819 dialogues, 160 milestones achieved, 38 countries covered ##### Specifics - Sustainability themes: climate change (24.8% of 1,405 dialogue topics and 46.1% of milestones achieved), corporate governance (20.3%), labour standards (16.3%), environmental stewardship (15.7%), business conduct (12.5%), human rights (10.5%) - Sectors of focus: Not specified (breakdowns are by topic and geography only) ##### Team update No details reported. Engagement and proxy voting are delegated to Columbia Threadneedle Investments; an internal "ESG board" decides on potential divestment where engagement fails. ##### Differentiators Fully delegated stewardship model — all engagement, voting and milestone statistics are produced by Columbia Threadneedle Investments and republished by Metzler; the report is very short (six pages, roughly half legal disclosure) and purely statistical, with no case studies or named companies.
LGIM: Climate Impact Pledge 2025
LGIM: Climate Impact Pledge 2025
Legal and General Investment Management has published its Climate Impact Pledge 2025 report, covering its annual assessment of over 5,000 companies across 20 climate-critical sectors. The 2025 campaign saw LGIM send 2,900 letters outlining its approach to climate and nature — including deforestation expectations — and reinstated China Mengniu Dairy following progress on deforestation commitments. LGIM's Climate Impact Pledge continues to apply vote sanctions, and potentially divestment from selected funds, to companies falling short of its climate red lines, with 100+ dial-mover companies at the centre of its direct engagement programme. Download the full 2025 report at the link below. [Note: PDF report; publication date approximate; in-body content should be verified before confirming this buzz.]
Ostrum Asset Management: Report on voting rights exercised in 2025
Ostrum Asset Management: Report on voting rights exercised in 2025
Ostrum Asset Management has published its Report on voting rights exercised in 2025 containing details on the points summarised below: ##### Key data - Publication date: February 2026 (Publication month stated as February 2026; specific day not given. Announced on Ostrum's website 27 March 2026.) - Report type: Other (annual proxy-voting report) - Period covered: Calendar year 2025 (the 2025 AGM season) - Frequency: Annual - Scope: Whole-of-operations (1,332 securities across 41 mandates and UCIs; 1,295 meetings voted — 97% participation; 19,091 resolutions) - Fundamental focus: Engagement & stewardship ##### Contents and focal points - General framework - Outcome of votes - Analysis of voting priorities and of factors justifying negative votes ##### Specifics - Sustainability themes: Say-on-Climate (33% opposition; supported 3 of 6 in-scope votes), shareholder climate resolutions (95% support), executive remuneration / Say-on-Pay (20% opposition), board independence and gender diversity (minimum 40% women), anti-takeover financial authorisations - Sectors of focus: oil & gas and coal singled out for climate-strategy scrutiny under sector policies; otherwise cross-sector - Companies featured (include): Icade, Amundi, ENGIE, Aena, Ferrovial (Say-on-Climate vote rationales) ##### Team update No individuals named. Resolutions are analysed by Ostrum's analysts-fund managers supported by ISS Governance, under a voting policy approved by the Executive Committee; vote execution sits with the Flow Middle Office department. ##### Differentiators Unusually frank disclosure that only around 100 stocks receive fundamental internal analysis, with the remainder following the proxy adviser's recommendations; every vote is publicly disclosed on an ISS-hosted platform; explicit abstention policy at Groupe BPCE entities to manage conflicts of interest.
Trillium Asset Management: Q1 2026 Shareholder Advocacy Impact Report
Trillium Asset Management: Q1 2026 Shareholder Advocacy Impact Report
(https://www.trilliuminvest.com/newsroom/q1-2026-shareholder-advocacy-impact-report)
Trillium Asset Management has published its Q1 2026 Shareholder Advocacy Impact Report containing details on the points summarised below: ##### Key data - Publication date: 10 April 2026 - Report type: Engagement - Period covered: Quarter to 31 March 2026 - Frequency: Quarterly - Scope: Whole-of-operations - Fundamental focus: Engagement & stewardship ##### Contents and focal points - Environmental Justice — American Water Works - Labor Rights — Starbucks - Climate Change / Shareholder Rights — BJ's Wholesale Club ##### Specifics - Sustainability themes: environmental justice, labour rights and collective-bargaining oversight, credible climate targets, shareholder proposal rights under the SEC's November 2025 no-action policy shift, DEI transparency, chemical safety, immigration-related governance - Sectors of focus: utilities, food and consumer retail, technology - Companies featured (include): American Water Works, Starbucks, BJ's Wholesale Club, NextEra Energy, Alphabet ##### Team update No details reported. ##### Differentiators Reports 11 new engagements in the quarter, all graded successful, plus four sign-on letters; publicly initiated a "vote no" campaign against two Starbucks directors alongside the NYC and NYS Comptrollers over labour-oversight failures — after which the company and union returned to the bargaining table; took novel action to defend shareholder proposal rights at BJ's Wholesale Club following the SEC's policy shift.
Terra Alpha Investments: 2025 Impact Report
Terra Alpha Investments: 2025 Impact Report
Terra Alpha Investments has published its 2025 Impact Report containing details on the points summarised below: ##### Key data - Publication date: April 2026 (stated on cover; specific day not given) - Report type: Annual RI - Period covered: year to end Dec 25 (proxy record 1 Jan–31 Dec 2025; portfolio environmental metrics use 2024 company data, the most recent available) - Frequency: Annual (the firm's sixth Impact Report) - Scope: Whole-of-operations - Fundamental focus: Multi-category ##### Contents and focal points - Portfolio Impact - Corporate Engagement Impact - Thought Leadership ##### Specifics - Sustainability themes: decarbonisation and science-based targets (portfolio SBT coverage rose from 76.4% to 85.8% of AUM in 2025, against a 95% goal for 2030); water disclosure campaign (69% of portfolio with comprehensive water disclosure by end-2025); data-centre energy and water impacts; waste, plastics and circularity (22 engagements; new plastics engagement framework); board diversity (75.4% of portfolio boards more than one-third female). 140 active engagements in total, 81 assessed as "meaningful"; 966 proxy proposals voted. - Sectors of focus: Not specified (global public equity; technology and cloud companies feature via the data-centre campaign) - Companies featured (include): Xylem, SalMar, Unilever (the flagship engagement case study — a company that set SBTi targets in 3Q25 after engagement since 2018 — is deliberately unnamed) ##### Team update Authors include Tim Dunn CFA (Co-Founder & CIO), Amy Dine (Director of Corporate Engagement) and Julianna Brunini CFA (Associate Portfolio Manager & Director of Research). Jean Rogers (SASB founder) rejoined the Advisory Board in 2025; the team is 56% women. ##### Differentiators Claims to be the first and only US-based asset manager with an SBTi-validated science-based target for financed emissions, and publishes unusually granular avoided-impact metrics (cumulative 902 tCO2e, ~114,000 m³ water and 41 t waste avoided per $1m invested since 2015 versus the iShares MSCI World ETF), backed by an independent third-party impact audit (Impact Evaluation Lab: authenticity 87/100, execution 97/100). (Publication month stated as April 2026; specific day not given.)
Swisscanto: Annual Engagement Report 2025
Swisscanto: Annual Engagement Report 2025
Swisscanto has published its Annual Engagement Report 2025 covering corporate engagement activities on behalf of investors for calendar year 2025. The report is produced by Swisscanto's engagement partner Morningstar Sustainalytics and covers the full Swisscanto engagement programme, which is independent from proxy voting (reported separately). ##### Key data - Publication date: 12 February 2026 - Report type: Engagement - Period covered: Year to end Dec 2025 - Frequency: Annual - Scope: Whole-of-operations - Fundamental focus: Engagement & stewardship ##### Contents and focal points - Portfolio-wide engagement activity: 894 active engagements (150 new in 2025; 48 resolved); 583 engagement milestones met - Six thematic programmes: Biodiversity, Human Capital, Human Rights & Transition, Net Zero, Corporate Governance, and Circular Economy. Top theme by volume: Climate Transition Risk (274 active engagements; top industry: Utilities with 80 engagements) - Performance classification system: three-pillar taxonomy assessing engagement performance across a 5×5 Progress vs Response matrix; 16% of companies rated High Performance, 8% Low Performance ##### Specifics - Sustainability themes: Climate transition risk, biodiversity, human capital, human rights, net zero, circular economy - Sectors of focus: Utilities (80 engagements — highest single sector) - Companies featured (include): Exxon Mobil, Amazon, Berkshire Hathaway (named as Low Performance companies with engagement timeline trackers) ##### Team update Engagement activities are conducted by Morningstar Sustainalytics under commission from Swisscanto. No in-house team details reported. ##### Differentiators Swisscanto is unusual in naming Low Performance companies publicly, with engagement timeline trackers for Exxon Mobil, Amazon, and Berkshire Hathaway. The proprietary 5×5 Progress/Response matrix and three-pillar taxonomy provide unusually granular engagement outcome classification. The explicit separation of engagement (this report) from proxy voting (a separate programme) — and the outsourcing of engagement to Morningstar Sustainalytics — is a distinctive structural disclosure relative to peers who typically present both as an integrated in-house function.
Van Lanschot Kempen Investment Management: Stewardship and Sustainable Investment Report 2025
Van Lanschot Kempen Investment Management: Stewardship and Sustainable Investment Report 2025
Van Lanschot Kempen Investment Management has published its Stewardship and Sustainable Investment Report 2025 containing details on the points summarised below: ##### Key data - Publication date: 26 March 2026 (per VLK newsroom announcement; document imprint March 2026) - Report type: Stewardship (also fulfils the statutory engagement-reporting obligation under Ch. 5.6a of the Dutch Financial Supervision Act) - Period covered: year to end Dec 25 - Frequency: Annual - Scope: Whole-of-operations (investment strategies, fiduciary management and private-banking discretionary management) - Fundamental focus: Multi-category (four pillars: exclusion; ESG integration & screening; active ownership; impact investing) ##### Contents and focal points - Active ownership: engagement - Active ownership: voting - Investing with impact ##### Specifics - Sustainability themes: climate (net zero by 2050; the 7% p.a. carbon-intensity reduction pathway towards 55% by 2030 was reached in 2025) and biodiversity (Nature Action 100, Finance for Biodiversity Pledge, two new MSCI nature metrics added) as the two named focus themes; just transition; impact investing including two Dutch local impact funds. In 2025: 90 companies engaged directly (97 engagements), 235 companies via collaborative initiatives; voted at 533 meetings (94% of votable meetings), with against/withhold votes at 78% of meetings and 16% of all votes cast against management; 205 companies and 19 countries excluded. - Sectors of focus: engagement led by Industrials (16), Consumer Discretionary (14) and Materials (12); case-study clusters in real-estate decarbonisation, Japanese/Korean corporate governance, and food & beverage plastic pollution - Companies featured (include): DB Insurance, BMW, Alexandria, Takuma, Unilever ##### Team update The foreword is signed by Erik van Houwelingen, Chair of the Management Board of Van Lanschot Kempen Investment Management; the report notes the 2025 expansion of the Social Impact & Philanthropy Services team. No other individuals are named. ##### Differentiators A transparent four-milestone engagement methodology reports 43 milestones achieved across 77 engagements-for-change in 2025 — with the candour that over half of engagements showed no progress — alongside a proprietary five-category sustainability spectrum scoring all 352 funds and external managers (57% of AuM).
Triodos Investment Management: Impact Report 2025
Triodos Investment Management: Impact Report 2025
(https://www.triodos-im.com/impact-report/2025)
Triodos Investment Management has published its Impact Report 2025 covering the social and environmental outcomes of its investment activities for calendar year 2025. ##### Key data - Publication date: Early 2026 (no specific date stated) - Report type: Annual RI - Period covered: Year to end Dec 2025 - Frequency: Annual - Scope: Whole-of-operations - Fundamental focus: Multi-category ##### Contents and focal points - Environmental impact outcomes: 303 ktonne CO2e avoided and 100% lower biodiversity impact versus benchmark across the portfolio - Social impact outcomes: 10.7 million microfinance borrowers supported; 58,300 smallholder farmers reached via investee companies - Stewardship activity: 70 of 81 AGM meetings voted (86%); voted against management at 22 meetings ##### Specifics - Sustainability themes: Climate mitigation, biodiversity, financial inclusion, food systems, smallholder agriculture - Sectors of focus: Microfinance and financial inclusion; food and agriculture - Companies featured (include): Not specified ##### Team update No details reported. ##### Differentiators Triodos IM discloses a portfolio-level biodiversity metric — '100% lower biodiversity impact versus benchmark' — at a time when most asset managers do not yet report quantified biodiversity outcomes at fund level. The combination of granular social outcomes (microfinance borrowers; smallholder farmers) with voting statistics in a single report is also unusual among impact-focused managers.
Wellington Management: Sustainability Report 2025
Wellington Management: Sustainability Report 2025
(https://www.wellington.com/en/sustainability/reports-and-policies)
Wellington Management has published its 2025 Sustainability Report covering the firm's sustainable investing activities for calendar year 2025. ##### Key data - Publication date: April 2026 - Report type: Annual RI - Period covered: Year to end Dec 2025 - Frequency: Annual - Scope: Whole-of-operations - Fundamental focus: Multi-category ##### Contents and focal points - Stewardship and ESG integration across equity, fixed income, multi-asset, and alternative asset classes including proxy voting and engagement policies - Climate investing: climate integration philosophy (updated February 2026), biodiversity approach (updated October 2025), and decarbonisation guidelines implemented in collaboration with clients - Impact investing: Global Impact Report and Global Impact Bond Report published separately in July 2025 covering 2024 impact activities ##### Specifics - Sustainability themes: Climate transition, biodiversity, ESG integration, impact investing, stewardship governance, modern slavery - Sectors of focus: Not specified - Companies featured (include): Not specified ##### Team update No details reported. [Note: report body not fully retrieved — in-body content should be verified before confirming this buzz.]
Boston Trust Walden: ESG Integration Case Study: McCormick & Company
Boston Trust Walden: ESG Integration Case Study: McCormick & Company
(https://www.bostontrustwalden.com/esg-integration-case-study-mccormick-company/)
Boston Trust Walden has published an ESG integration case study examining how the firm evaluated McCormick & Company as a potential investment. The note illustrates the manager's collaborative research process, in which a securities analyst and an ESG analyst assess a company simultaneously using SASB-informed materiality, and shows how McCormick's 'Grown for Good' sustainable-sourcing framework, now spanning 16 commodities across more than 54,000 acres in 11 countries, strengthens supply-chain resilience. It notes that around 65% of McCormick's Americas and EMEA revenue comes from health- and wellness-oriented products, and that the company delivered a 37% cut in Scope 1 and 2 emissions against its 2020 baseline. Boston Trust Walden concludes that McCormick's improving margins and favourable ESG profile supported retaining the stock on its approved list. Read the full case study for the firm's step-by-step ESG research approach.

