The week that was … the week to come ?>

The week that was … the week to come

Every Friday, Brian Jacobsen provides perspective on key events and topics of the current week and his thoughts about what the week ahead may hold. Here’s his report for the
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Beyond traditional risk—measuring a portfolio’s ESG profile ?>

Beyond traditional risk—measuring a portfolio’s ESG profile

In today’s podcast, we will speak with Harindra de Silva, Ph.D., CFA®, Portfolio Manager for the Wells Fargo Asset Management (WFAM) Analytic Investors team, about how traditional risk—as measured by
Read More
The week that was … the week to come ?>

The week that was … the week to come

Every Friday, Brian Jacobsen provides perspective on key events and topics of the current week and his thoughts about what the week ahead may hold. Here’s his report for the
Read More
Climate change: The resiliency of global utilities ?>

Climate change: The resiliency of global utilities

Tom Lyons, Head of Climate Investment Research and Senior Investment Analyst with Wells Fargo Asset Management, discusses climate change as it relates to the utilities sector and the Climate Change
Read More
Beyond traditional risk—measuring a portfolio’s ESG profile

In today’s podcast, we will speak with Harindra de Silva, Ph.D., CFA®, Portfolio Manager for the Wells Fargo Asset Management (WFAM) Analytic Investors team, about how traditional risk—as measured by price volatility—may be improved upon by measuring and managing environmental, social, and governance (ESG) profiles within a portfolio.

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Climate change: The resiliency of global utilities

Tom Lyons, Head of Climate Investment Research and Senior Investment Analyst with Wells Fargo Asset Management, discusses climate change as it relates to the utilities sector and the Climate Change Working Group’s framework for assessing individual firms.

Driving positive change with municipal bonds

Municipal fixed-income markets can be an ideal space for identifying securities that can create real impact in local communities and beyond. At its core, the asset class is designed for public good. It’s also rife with inefficiency, which creates opportunity for savvy investors.

Wells Fargo Asset Management (WFAM) has developed a new framework to identify an investable universe of securities associated with positive environmental or social impacts.

Why does active management matter in times like these?

As investors reflect on recent market events surrounding the coronavirus, oil market turmoil, lifting of shutdowns, and events that have yet to unfold, they are contemplating what all this means for how they should invest. Avoiding rash decisions that are driven by fear or greed and sticking with a well-laid plan are at the top of the list. Equally important is working with partners who have the experience and discipline to put current market conditions in context and who can help investors successfully navigate new risks and opportunities that are emerging across capital markets. We asked senior investment leaders from Wells Fargo Asset Management to succinctly comment on the role that active management plays in times like these. Their responses are shared below.

Mind your E.S. and G.’s

The Analytic Investors team, alongside the broader Wells Fargo Asset Management team, believes that environmental, social, and governance (ESG) risks are risks like any others: They need to be understood, assessed, and managed. To date, numerous academic and industry studies have shown a systematic relationship between risk and high-level, bundled ESG scores. These “catch-alls” encompass a variety of topics, including a company’s policies around environmental factors, employees, society, and corporate governance.

A fresh look at macro events in the COVID-19 era

Two months after his first macro update on the COVID-19 environment, Dr. Brian Jacobsen, Senior Investment Strategist for the Multi-Asset Solutions team at Wells Fargo Asset Management, provides his current thoughts on policy response, the economy, and having a constructive mindset during these challenging times.