Topic
ESG / Sustainability
Showing 1 to 10 of 14 results using the term “ESG / Sustainability”
$123.9B in Bonds Up for Voters’ Determination in Nov. 3 Midterms; Tax Issues Take Center Stage in Florida, California; Ohio Accounts for Largest Share of Data Center-Related Measures
Reporting: Anush Khatri, Hoa P. Nguyen Relevant Document: Ballot Measures Excel Download Voters are expected to decide on at least $123.9 billion in bond issuances spanning over 600 proposed measures across the nation in the Nov. 3 midterm elections, according to data compiled by Octus. Meanwhile,...
Published on Oct 19, 2026
Where Credit Managers Draw the Line: Sin Stock Screening in Leveraged Credit and CLOs
Sin Stocks are the companies whose revenue comes from activities that a meaningful body of investors would not fund based on principle rather than on credit grounds; those that make money from exploiting vices. The category conventionally covers alcohol, tobacco, gambling and adult entertainment,...
Published on Oct 8, 2026
EMEA Private Credit Review H1 2026: Private Credit Weathers the Storm as Deal Flow Increases, Bifurcation Accelerates, Software Sector Recovers
The European PCDO TeamOctus League Tables Team If you are interested in accessinf the latest European Direct Lending Analytics Report, please email [email protected] Despite the geopolitical and macroeconomic events of the first half of the year creating a volatile environment, the European...
Published on Aug 4, 2026
Q2’26 Sustainability Primary Insights Wrap: Octus’ Data Shows Execution Drives ESG Differentiation Not Disclosure; Growth, Labor, Ownership Structure Shape Performance
Sustainability Analysts: Adrian Cîrjă, Mădălina Necoară, Dylan Collins, Diana Preda Editor’s Note: This quarterly wrap has been renamed to reflect the rebranding of our product to Sustainability Primary Insights from ESG Primary Insights. The second edition of Octus’ Sustainability...
Published on Jul 30, 2026
Weapons Screening in the Rearmament Era: Rethinking Defense Exclusions in Responsible Investment
Key Points Global stability is undergoing a profound transformation, pushing military readiness and defense capabilities to the forefront of national and financial agendas – and triggering a fundamental shift in how the defense sector is treated within institutional portfolios. Before 2022,...
Published on Jul 17, 2026
SFDR Reporting in Private Markets: An Analysis of 2025 PAI Data
The Sustainable Finance Disclosure Regulation (SFDR) continues to shape how financial market participants, particularly those in the private markets, approach transparency and reporting on sustainability. Octus Sustainability 360 analyzed this year’s SFDR reporting, which highlighted key...
Published on Jul 7, 2026
Beyond sector proxies: granular activity-based screening for CLO indenture compliance
Introducing Octus Activity-Based Screening Screening in the investment space was once a blunt instrument. Simple negative filters. Binary yes-or-no calls. A list of sectors to avoid and a sign-off from compliance. That approach is no longer adequate. As CLO indentures have grown more...
Published on May 21, 2026
Debut Q1’26 ESG Primary Insights Wrap
Octus’ Data Shows ESG Dispersion Widens on Measurable Execution; Governance Gaps Emerge for Sponsor-Backed Issuers Welcome to the first edition of Octus’ ESG Quarterly Insights, focused on ESG developments in the leveraged loan and high-yield bond markets across Q1’26. Drawing on primary...
Published on Apr 29, 2026
Standardizing Sustainability: The EET Explained
As the European Union tightens its regulatory framework around sustainable finance, asset managers are increasingly required to disclose Environmental, Social, and Governance (ESG) information.1 The European ESG Template (EET) is a key tool for meeting these obligations, particularly under the...
Published on Mar 19, 2026
ESG Moves Center Stage: Why “Readiness” is the New Requirement for Syndication
Full year 2025 marked a reset for the leveraged loan market. Inflation eased, rate expectations steadied and CLO demand held firm, opening refinancing windows that issuers had been waiting for since 2022. Companies moved early to address their 2025-26 maturity walls, and investors welcomed the...
Published on Jan 30, 2026