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ESG How monitoring of sovereigns complements investment research

KEY TAKEAWAYS

  • Monitoring is a key aspect of how we integrate ESG into our investment approach for certain asset classes.
  • We complement our in-house fundamental research and analysis with the monitoring of third-party data for sovereign issuers.
  • Our proprietary monitoring methodology for sovereigns is the product of collaboration by our fixed income portfolio managers, investment analysts and ESG team.
  • Considering material ESG risks and opportunities helps shape our research and analysis of sovereign issuers in emerging and developed markets.
  • Investment decisions are based on a long-term view, research and analysis – never on monitoring alone.

Monitoring for material ESG risks

Explore how we complement our investment research with a proprietary approach to sovereign monitoring.

Explore the latest research and insights in our environmental, social and governance (ESG) perspectives library

Claire Zeigler is an ESG integration lead for fixed income at Capital Group. She has 16 years of industry experience (as of 12/31/2024). She holds an MBA from UCLA Anderson School of Management and a bachelor's degree in economics from University of Southern California.

Your gateway to all things ESG at Capital Group

Past results are not a guarantee of future results. It is not possible to invest directly in an index, which is unmanaged. The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment. This information is not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities.

 

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. All information is as at the date indicated unless otherwise stated. Some information may have been obtained from third parties, and as such the reliability of that information is not guaranteed.

 

Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organisation; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.