ESG & Sustainable Investing

On this latest educational webinar in our Spotlight on ESG series, Charlene Hogg (Head of Legal) and Sujan Nadarajah (Partner, Chief Compliance Officer) were joined by our guest speaker, Michaela Walker (Partner & Product Group Head, Eversheds Sutherland), to advise on the various relevant regulatory changes, including the impact of ESG and sustainability factors on funds and fund managers.

TwentyFour Asset Management is proud to announce Vontobel Fund - TwentyFour Sustainable Short Term Bond Income has transitioned to Article 9 under the EU’s Sustainable Finance Disclosure Regulation (SFDR), effective January 26, 2024.

Within the European ABS landscape, Volkswagen Leasing has solidified its role as a benchmark issuer under the Volkswagen Compartment Leasing (VCL) platform. Volkswagen uses this platform – with over 25 years of history – to finance standard German auto loans. It is probably one of the least exciting platforms but also one of the most liquid ABS investments you can buy.

Our most recent Spotlight on ESG: Unveiling the greenwashing smokescreen webinar, hosted by a member of our Investment Grade team, discusses greenwashing and how we look to navigate the complex landscape of sustainable claims. 

Our most recent Spotlight on ESG: Unlocking sustainable opportunities within ABS webinar, hosted by Pauline Quirin and Elena Rinaldi, explored European ABS from an ESG perspective.

This paper takes a deep dive into the flourishing ESG sector and examines the trends, challenges, and opportunities that have emerged in recent years, with a particular focus on data quality, the expansion of ESG labelled bonds, action from central banks and whether or not the green premium or ‘greenium’ makes sense for issuers.

Our most recent TwentyFour Sustainable Strategic Income Fund webinar, hosted by Dillon Lancaster, provided a macro update for fixed income markets, before looking at positioning of the fund and ESG engagements they have recently carried out.

A member of our Investment Grade team hosted a Unmasking best reporting & engagement practices webinar, which explored how the ESG landscape has changed within fixed income.

Thames Water has been in the headlines for all the wrong reasons in the past week. In our latest blog, Johnathan Owen explores their operational struggles, how the potential nationalisation raises concerns for investors and the wider implications for green bonds.

Partner and Portfolio Manager Chris Bowie hosted a Spotlight on ESG: A Changing Climate in Fixed Income webinar, which explored how the ESG landscape has changed within fixed income.

We look at the ECB’s plans to ‘green’ their asset purchasing program going forward, and what this could mean for credit spreads.

Since we published our October 2019 whitepaper, ‘ESG and ABS at TwentyFour’, the global ESG market has continued to grow dramatically. We have seen a Green ABS market begin to emerge, improvements in sustainable data and an increasing focus on ESG in the leveraged loan and CLO markets. But what does all this mean for investors?