EOS Stewardship Report 2023
2023 was another turbulent year for the global economy as inflation, rising interest rates, tight labour markets and geopolitical shocks fuelled uncertainty. It was also the year in which the impact of climate change was writ even larger with catastrophic flooding across 10 countries in 12 days, the hottest ocean temperatures ever recorded, heatwaves that […]
Improving corporate governance in Asia
At its core, corporate governance relies on the right arrangement of checks, balances, and incentives. The purpose is to prevent one group from expropriating the cash flows and assets of others, and to provide a structure to support long-term value creation. History is littered with examples of company collapses arising from poor corporate governance practices. Poor […]
Green bonds boom boosts case for credit engagement
Over the past five years, there has been strong momentum in sustainable bond financing, with the green, social, sustainable, and sustainability-linked bond (GSSSB) market expanding from just over US$200bn in 2018 to $946bn in 2023, according to Moody’s. With this increased issuance, we are seeing more regulatory scrutiny of issuers’ sustainability strategies. This has helped […]
Ist die CO2-Abscheidung die Lösung für den Klimawandel?
CCUS sind eine Reihe von Technologien, die Kohlenstoff aus verschiedenen Quellen wie Kraftwerksabgasen oder direkt aus der Luft abfangen. Die meisten Modelle des Intergovernmental Panel on Climate Change (IPCC), die sich an dem 1,5°C-Ziel ausrichten, setzen auf die Entfernung von Kohlendioxid. Daher werden CCUS als ein entscheidendes Instrument zur Bewältigung der Klimakrise angesehen, insbesondere für […]
Public Engagement Report Q1 2024
Fast reading EOS asks for clearer disclosure on CCUS strategies and associated risks, while monitoring progress at companies within hard-to-abate sectors. The growth of the green bonds market has attracted greater regulatory scrutiny but also driven more acceptance and awareness of bondholder engagement. Are Asian regulatory reforms helping to improve corporate governance and unlock shareholder […]
Prudential case study
Background Founded in London in 1848, the company provides life and health insurance, retirement and asset management services. It has dual-primary listings in London and Hong Kong. Over the last ten years of our engagement, we have seen various positive changes in the company’s business purpose and structure, and gender diversity at the board level. […]
Engagement Plan 2024-2026: engagement priorities
Our latest EOS Engagement Plan identifies 12 key themes and 36 related sub-themes. EOS‘ engagement activities enable our clients to be more active owners of their equity and fixed income assets and we have developed this plan to reflect our clients’ priorities. For 2024, we will maintain our focus on those areas that we believe […]
A common language for nature-related engagements
Fast reading A profusion of mandatory and voluntary frameworks has created confusion for companies and investors. When engaging with companies our priority is for them to reduce negative impacts on biodiversity throughout their value chain. Sound and consistent understanding of nature-related terms will strengthen and align communication between companies, investors and other stakeholders. At COP15 […]
EOS at Federated Hermes Limited selected by AP Pension
to provide stewardship services
Diversity, equity and inclusion in French companies
Enhancing diversity reduces the risk of groupthink, which we believe should benefit company performance over the long term. It also supports wider social inclusion benefits, which can help to reduce social strains, protect the wider economy and enhance portfolio-level returns. In 2020, we spoke to Inès Dauvergne, a business consultant with expertise in diversity, equity […]
