Putting ESG to work: A case study in the telecoms sector
The global policy and regulatory environment is changing fast, pushing companies towards more sustainable practices and encouraging investors to change too. Environmental, social and governance (ESG) factors have become a fundamental route to assess corporate health. But as more companies seek to address ESG, how can investors make meaningful assessments about their relative progress?
At AXA IM we have more than 20 years’ experience of building responsible investment strategies and have set up detailed methods that inform and guide our fixed income managers.
In some areas that is straightforward: investments in energy companies require deep knowledge of how climate change and associated regulations will affect business models. But we also see ESG having powerful effects in sectors that at first glance do not lie on the front line.
This article will examine how AXA IM analysts handle certain ESG issues, challenges and opportunities in the telecommunications sector, and how their work can potentially bring value to investors.
 AXA IM was given its first first RI mandate in 1998 with the goal of supporting sustainable job creation in France.
we also see ESG having powerful effects in sectors that at first glance do not lie on the front line.
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