Market Analysis
AI summary of JPMorgan transcript holds clues for wider earnings
What drove 2023’s record net income at JPMorgan Chase & Co., and what are the lessons for 2024’s broader market prospects?
Research
High CO2 ambition = More ESG fund inclusion, but also some risk
Companies in the top quartile of our BI Carbon scores are more likely to attract capital from ESG investors and benefit from further investment.
Article
Using data to address gender bias
Amidst a global pandemic, continued demands for social change, and investment dollars flooding into ESG assets, there is a clear demand for transparency and progress surrounding social data and the change it can inspire.
Article
What CFOs need to know about IR before an IPO
Preparing an IR strategy for going public requires much more than a focus on past performance.
Article
Systematic gender equality portfolios: Score construction
While no singular score will reflect every investor’s gender equality end goals or fully capture the issues restricting gender equality, we highlight how blending qualitative and quantitative analysis offers meaningful paths for investors to consider.
Article
Transparency, accountability, progress: Quantifying the S in ESG
Investors are continuing to seek out transparency and solutions, now with more insistence and organization.
Article
The need for increased gender-related data transparency and disclosure
Fostering an inclusive environment can help companies enable long-term success in retaining a talented workforce and gain a competitive advantage.
Article
Systematic gender equality portfolios: Introduction and data exploration
How can investors, constrained by a broad-based benchmark, create a portfolio that is expressive of gender-equality goals, and what do the resulting portfolios look like?
Article
IWD 365: Talking about gender equality for one day a year is not enough
More than just the right thing to do, gender equality makes business sense.
Article
Insights on investing in a post-pandemic world
Asset owners are in a position to steady the economy and strengthen the recovery through their investments.