L’investissement ESG (critères environnementaux, sociaux et de gouvernance) est entré dans la norme, les gouvernements, les organismes de réglementation et les clients exigeant que les sociétés et leurs dirigeants analysent les implications de leurs activités sur cet aspect (ESG).
Dans ce numéro d’Equitorial, nous présentons le point de vue d’Hermes sur l’abondance de la terminologie ESG qui prête à confusion dans l’univers des investissements et nous expliquons comment nous l’intégrons dans les stratégies de notre équipe.
Louise joined Hermes in March 2009 and leads the ESG and responsible investment research strategy within Global Equities for Hermes. Building on her experience developing factor testing platforms and enhancing the factor modelling capabilities of the team’s systems, Louise has applied this comprehensive analysis to ESG applications. Having delivered research supporting the returns from ESG integration, this has led to the creation of innovative customised product solutions and tools fulfilling client needs. Louise originally joined Hermes as a member of the stewardship advisory business, Hermes EOS. Prior to Hermes she worked for Coca Cola in a financial accounting role, having graduated with a Master’s degree in Engineering from the University of Durham. Louise holds the IMC and is a CFA charterholder. In 2017, she was named one of Financial News' Rising Stars of Asset Management.
Lewis joined Hermes in February 2008 as a portfolio manager on the Global Equities team. In addition to his role as portfolio manager, Lewis is responsible for designing and implementing many of the team's systems. In particular he created Hermes' proprietary risk-modelling system, MultiFRAME, which is used across Hermes’ investment teams. He joined from Aon Consulting, where he worked as an actuarial consultant specialising in providing valuations and asset-liability modelling to a range of corporate and institutional clients. Lewis graduated from the University of Warwick in 2003 with a Master's degree in Mathematics, Operational Research, Statistics and Economics and subsequently qualified as a Fellow of the Institute of Actuaries.