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ABS analysis: through the ESG lens

The drive to push environmental, social and governance (ESG) investing into the mainstream has dominated the asset-management industry in recent years. While the discussion on ESG in many asset classes is well progressed, to date there has been less focus on ESG in asset-backed securities (ABS). Beyond looking at the explicit environmental elements of green ABS, there has been little emphasis on assessing the social and governance factors within securitisation.

 In this issue of Spectrum, we consider all three axes of ESG analysis in the ABS space.

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Please read on for more information and a summary of performance, activity and our investment outlook, from our Portfolio Managers.