We examine ESG risks and their implications for the investment community, the investment impact of climate risk on global infrastructure, and present our latest research insights into infrastructure investment portfolio construction and risk management.
Social Risk Indexing and Rating for Infrastructure Investors: The Case of the UK Water Sector
In this research note, we show the results of using an AI-driven methodology to analyse news and social media and measure the systematic exposures to social risks that investors face in several English-speaking countries and any infrastructure sector.
Social Impact and Risk Analysis Using Twitter: Measuring Sentiment about Infrastructure Sectors on the Example of Wind Power Generation
In this paper, we propose using sentiment analysis to measure social sentiments across various infrastructure sectors. We describe our approach, develop indices of social sentiment, apply this method to wind power generation in the US and the UK, and validate sentiment as a proxy for public acceptance.
Measuring the Social Acceptability of Infrastructure Investments: A natural language processing approach
In this paper, we develop a measure of social sentiment for wind farms. This is a timely approach for analysis amid the current push towards cutting emissions from electricity production, especially given that wind power is a relatively mature renewable technology.
Do financial investors need non-financial data?: Investor Survey
In this infrastructure ESG survey, we asked a large sample of investors in infrastructure why they need to have access to ESG data i.e., non-financial data, for the assets they hold or want to hold, examining three main questions.
Towards a Scientific Approach to ESG for Infrastructure Investors
We explore the role of ESG issues in an investment context, namely how institutional investors should incorporate ESG elements into the financial management of their portfolios. A growing number of investors are pursuing ESG objectives to directly improve environmental and social outcomes.