In our ESG Materiality Newsletter, Q4 2020, we seek to demonstrate our engagement activity with portfolio companies and showcase holdings that create positive impact aligned to the Sustainable Development Goals (SDGs).We also explore an environmental, social and governance (ESG) theme and its implications for the asset class.
In the latest edition, we explore:
How we engage with TSMC, the world’s largest semiconductor foundry
A positive impact case study, focusing on portfolio holding Advantech
ESG implications for emerging markets and our portfolio in a post-Trump world
Elena Tedesco joined the international business of Federated Hermes EOS in 2002 and later joined the Hermes European Focus Fund as an investment analyst. She moved to the Emerging Markets team in 2007, initially as an equity analyst covering Latin America and later as head of EMEA. She is the co-portfolio manager for the Global Emerging Markets ESG strategies and has been appointed as Director, Sustainability for the Global Emerging Markets team, focusing on further developing the team’s market-leading approach to sustainability and ESG issues, as well as managing specific sustainability mandates. Prior to joining, Elena was an analyst at Deminor, a Belgium-based independent research boutique, now part of ISS. Elena holds a degree in Economics and Business Administration, a Master's degree in European Economic Affairs from the College of Europe, and is a CFA charterholder.
Macro Outlook Webcast: Economic Recovery - as strong as an ox?
With things turning brighter - for more reasons than one this spring - Eoin and Neil discuss how strong economic recovery will be, whether further stimulus is required, what could go wrong, and where now for policy and markets.