KnowledgeBank

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    Business Practices
     
    7月 2017
    |
    Macro and market

    Global ESG Research Update — A new era for carbon risk assessment and disclosure

    Authors: Carolina San Martin, CFA, ...

    With climate change implications increasingly becoming an area of focus for investors, environmental issues took the spotlight this voting season — especially in the US, where several shareholder...

     
    4月 2017
    |
    Macro and market

    Global ESG Research Update — Toward best practice in stewardship and governance

    Authors: Carolina San Martin, CFA, ...

    As fiduciaries for our clients, we are committed to considering issues that may impact the performance of their investments and to supporting decisions we believe will maximize the long-term value of the...

    4月 2017
    |
    Forum

    Video highlights from our 2017 Compliance and Risk Management Forum

    作者: Multiple

    Operational risk management Bill Gagliardi, Director, Risk Services Charlie Mulhern, Director, Client Services Justin Stephan, CFA, Director, Portfolio Services Paula Timofeev, Associate...

     
    W_lock

    Entering a new era of counterparty risk management

    作者: Ed Landsiedel, CFA

    Since the global financial crisis, there have been many regulatory changes that affect how we evaluate counterparty risk for our clients, especially with regard to derivatives trading. In this paper, Ed...

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