Kenny Wastell’s Post

In the latest instalment of SCI's video interview series, Morningstar Sustainalytics’ Begum Gursoy speaks to Kenny Wastell about transition finance in the context of hard to abate industries. In this excerpt, Gurrsoy outlines the role of labels in any given transaction and how important they are to issuers and investors. SCI subscribers can view the entire video interview here: https://lnkd.in/gPUkvPur #TransitionFinance #ESG #securitization #securitisation #structuredcredit #structuredfinance

It was great to speak with Kenny Wastell, Structured Credit Investor, about transition finance in the context of hard-to-abate industries. We unpacked the role of labelling, the current state of the market, key areas and opportunities, and the role of the securitization market. #transitionfinance #hardtoabate #decarbonization #sustainalbefinance

Interesting perspective on the role of ESG labels in transition finance 🌟

🌟SG Analytics' premier private equity monthly newsletter - "Axia" is your window to the latest trends, deals, and strategies reshaping the private equity industry. ✨The fifth edition of the newsletter explores the exciting world of private equity in the carbon credits market and offers exclusive insights into the landscape. 💡Take a deep dive into how regulatory support, corporate sustainability pledges, and increasing environmental awareness are driving the carbon credits market demand and encouraging private equity players to step in. 🚀 There’s more! Gain insightful snapshots of the latest deals to give you a competitive edge. 👋 See you next month! Sid S. Mayuresh Wagh Steve Salvius Kunal Doctor Anuj Gupta Anwar Jakhal Sandeep Jindal Shreyanka Pal #privateequity #PE #investing #deals #trends #newsletter #alternativeinvestments #dealanalysis #StayInformed

Investors are reallocating their risk budgets to illiquid private market investments, according to a report from Cerulli Associates. The findings were a part of Cerulli's September U.S. Products Trends report. "In conversations with institutions, Cerulli has found that many are reallocating their risk budgets away from traditional active strategies in favor of illiquid private market investments," the report states. Institutional investors are also seeking more customization in investment products as they refine their investment strategies around principles such as environmental, social and governance standards, while also seeking to lower costs that come with private market investments. Approximately 19% of surveyed funds said they planned to increase their allocations to private comingled funds, another 18% said they planned to increase their allocations to co-investments over the next 24 months. Additional details of the study can be found here: #privateequity #comminglesfubnds #esg #cios

How do investors feel about thematic investing in 2024? Find out in the latest Thematics Barometer: https://lnkd.in/ewW3Ag2P Coalition Greenwich (a division of CRISIL) BNP Paribas CIB BNP Paribas

What factors are hindering #advisors from engaging in more discussions about responsible investment (RI) with their clients? Are they missing out on opportunities? No matter if you have doubts or are already providing RI solutions to your clients, this NBI #webinar is for you. Milla Craig, President and CEO at Millani - Responsible investing advisory services, will help you answer the most common questions and pushback that advisors encounter with their clients. Register now! 👇

Fixed Income Analyst Society, Inc. (FIASI .org) and Fordham Gabelli School of Business are hosting the 2024 Sustainable Finance Conference on May 1, 2024. Panel 3 will touch on the topic of #DivestmentDevelopments... Recent research on the topic of #divestment in shaping #sustainability outcomes argues that the #GoFossilFree divestment movement is a narrative with impact.  On the other side, it is posited that divestment forces investment portfolios to make decisions that harm funds financially in an attempt to affect #globalclimatepolicy, that such initiatives violate a fiduciary mandate and, in the end, a divestment approach, versus, for example, engagement, lacks impact.   An exploration of these claims, different considerations that may lead to alternative approaches, along with a focus on current divestiture trends and future developments, will take place at the FIASI Sustainable Finance in Fixed Income 2024 Conference. Our panelists: Susanna Gibbons, CFA, Bhakti Mirchandani and Walter Prahl lead by the moderator: Geeta Kapadia, CFA will be discussing Divestment Developments and the impacts on portfolios. Join us for this discussion along with others focused on sustainable investing. To register please click here: https://lnkd.in/eDRte-bR Thank you to our Sponsor #MSCI #FIASI_esg, #ESGinvesting, #sustainablefinance, #esgintegration, #FIASI_esgresearch, #Fixedincome, #sustainableinvesting #divestment #sustinability #enagement Henry Shilling, Erin Lyons, Lerzan Aksoy, Paola Curcio Kleinman, Mark Howard, CFA,

How do institutional investors balance fiduciary duty with climate risk considerations? Where is divested capital being reinvested? Join FIASI in person (or virtually) tomorrow at the McNally Auditorium at Fordham University in NYC for this fantastic discussion along with many others. #FIASI_esg, #ESGinvesting, #sustainablefinance, #esgintegration, #FIASI_esgresearch, #Fixedincome, #sustainableinvesting #divestment #sustinability #engagement

📖The Results Round-up: This week’s Investment Trust results Menhaden Capital Resource Efficiency reported a +23.8% NAV return for 2023, ranking it 1st for performance in the AIC environmental sector over the last one, three, and five years. But how have they done it? 🔎 Third Point LLC’s NAV is up +17.6% for the six months to 31 March and it outpaced both the MSCI World index and the S&P 500 in the second half of 2023, so why is it launching a full review? 🤔 The Results Round-up is here. #InvestmentTrusts #weeklyresults #roundup