SRI Blog

Tim Dieppe

"Peoplequake” by Fred Pearce, Eden Project Books 2010

Tim Dieppe
Tim Dieppe is responsible for managing Henderson Global Investors' range of global SRI funds.
  | 1 September 2010 at 08:00
“If you are under 45, you will almost certainly live to see a world population that is declining – for the first time since the black death almost 700 years ago.” “The average citizen of the world today is under 30. Before he or she dies, the average will probably be over 50.” With these sentences in the introduction (p5), Fred Pearce brings the subject of demographics to our attention. He goes on in the book to address the subjects of population growth, population control, migration, fertility, limits of population and likely results of an aging population. All this is done in a very engaging style with a wealth of fascinating anecdotes and statistics.
Category:SRI
Tagged:China,Demographics,India,Population
Tim Dieppe

Monthly SRI stock focus: Ameresco

Tim Dieppe
Tim Dieppe is responsible for managing Henderson Global Investors' range of global SRI funds.
  | 10 August 2010 at 10:00

This is our first monthly SRI stock focus which is a new series of monthly posts intended to give readers a flavour of the types of companies we invest in. Each month we will cover a different stock with the first being a new holding in our global SRI funds called Ameresco who we met with in July.

 

Category:SRI
Tagged:Energy efficiency,Industries of the future
My-Linh Ngo

To TEEB or not to TEEB? That is the question…

My-Linh Ngo
My-Linh Ngo, Associate Director SRI Research, works within the Henderson SRI research team.  She has been active in SRI for over eight years.
  | 23 July 2010 at 08:00
A new verb was created at the first global business and biodiversity symposium held on 13th July in London, which I attended.  To ‘TEEB’, it would seem, is to take into account and manage the business risks and opportunities associated with biodiversity, where TEEB stands for the rather wordy ‘The Economics of Ecosystems and Biodiversity’.  The question of whether companies should be, and are, ‘TEEBing’ or not, and what the barriers and solutions to doing so are, were core themes throughout the day.
Category:SRI
Tagged:Biodiversity,Climate Change
Alice Evans

In search of ‘healthy’ returns – SRI conference call

Alice Evans
Alice Evans is a Fund Manager supporting Tim Dieppe in implementing the Industries of the Future investment strategy.
  | 20 July 2010 at 09:00
Given the ongoing challenging investment outlook, it’s easy to forget there are bright spots out there for those who know where to look.  Last week, I held a teleconference with financial advisors to highlight one of these interesting opportunity areas – healthcare investing.
Category:SRI
Tagged:Healthcare,Industries of the future,Population
My-Linh Ngo

Results of the Access to Medicines (AtM) Index re-affirms progress

My-Linh Ngo
My-Linh Ngo, Associate Director SRI Research, works within the Henderson SRI research team.  She has been active in SRI for over eight years.
  | 13 July 2010 at 09:00
Henderson hosted an investor seminar in early July on the investment implications of access to medicines (AtM), a common term used to describe company efforts to ensure access to their medicines by patients who need them.  We have described the history and nature of how investors view corporate efforts on AtM in a previous blog.
Category:SRI
Tagged:Access to medicines,Corporate Responsibility,Emerging markets
Tim Dieppe

From Stimulus to Austerity: Do we have the Industries for an Austere Future?

Tim Dieppe
Tim Dieppe is responsible for managing Henderson Global Investors' range of global SRI funds.
  | 8 July 2010 at 09:00
Received economic wisdom last year was that governments should stimulate their economies by spending money – often on our favourite ‘Industries of the Future’. The advent of the sovereign debt crisis has reversed this view resulting in dramatic cutbacks in spending to reduce government deficits and deleverage balance sheets. This is putting pressure on companies exposed to government spending in some areas. Governments are now less willing to subsidise a shift to a more sustainable economy and feed-in-tariffs are being cut for renewables in various places with the prospect of retroactive cuts in Spain. Government spending on infrastructure is likely to come under pressure or face delays.
Category:SRI
Tagged:Economic stimulus,Energy efficiency,Government stimulus plans,Henderson Industries of the Future Fund
My-Linh Ngo

10 years of the UK Pensions Disclosure Regulation – has it made a difference?

My-Linh Ngo
My-Linh Ngo, Associate Director SRI Research, works within the Henderson SRI research team.  She has been active in SRI for over eight years.
  | 6 July 2010 at 16:00
The 3rd July 2010 marks the 10th anniversary of the introduction of the UK’s Pensions Disclosure Regulation.  This was a piece of ‘light touch’ legislation requiring pension funds to disclose to what extent they take social, environmental or ethical (SEE) issues into account in their investment activities.  At the time, investment managers like ourselves were hopeful that the regulation would lead to a critical step-change in approach, where pension fund trustees acknowledged that long-term sustainable & responsible investment is integral – not counter – to fiduciary duties.  Such a change would surely lead to more funds integrating SEE issues into their investments… but has it?
Category:Cash
Tagged:Corporate governance,Corporate Responsibility,Responsible investment,SRI
George Latham

BP and British Pensions

George Latham
George Latham is the Head of SRI at Henderson Global Investors and oversees the Pan-European SRI portfolios.
  | 21 June 2010 at 10:00
The ecological and financial disaster that continues to unfold in the Gulf of Mexico raises questions about so many different issues.  Much comment has focused on the damage done to UK pensioners, given the heavy exposure of most pension funds to BP’s shares.  Whether enough funds considered the environmental and health and safety risks inherent in the oil and gas exploration sector is an important issue and has rightly received a lot of focus, but another issue is the level of concentration within UK pension funds which is highlighted by BP’s troubles.
Category:SRI
Tagged:Corporate Responsibility,Oil and Gas sector,Responsible investment,Shareholders
George Latham

AIG and the Pru - the exception or the rule?

George Latham
George Latham is the Head of SRI at Henderson Global Investors and oversees the Pan-European SRI portfolios.
  | 7 June 2010 at 15:00
Lord Myners, the previous Government's 'City Minister', had strong views on the role that institutional investors should play in exercising influence over the companies in which they invest. He was often at pains to point out what he considered to be the overly supine approach that these investors had taken in the run-up to the financial crisis in 2008 - most notably in acquiescing to Fred Goodwin's fateful plans to acquire ABN-Amro while at RBS.
Category:SRI
Tagged:Activist investment,Corporate governance,Shareholder engagement
Seb Beloe

Was the BP oil spill predictable?

Seb Beloe
Seb Beloe is Head of SRI Research at Henderson Global Investors and has worked in the field of sustainable development for over 15 years.
  | 7 June 2010 at 09:00
Who would have thought when the original accident happened on the Deepwater Horizon oil rig on the 20th April 2010 that the oil spill would still be in full spate over a month later? We wouldn't have counted ourselves in that group, but nonetheless have for many years been unconvinced as to BP's ability to manage environmental, health and safety issues effectively.
Category:SRI
Tagged:Corporate Responsibility,Health and Safety,Oil and Gas sector
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