ESG Investing and Analysis: A Practitioner’s Guide
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Reviewing the EU regulatory framework for ESG investors
Arthur Carabia and Anne Schoemaker
Linking ESG scenarios to real economy outcomes
Analysing ESG policy, market and portfolio construction considerations
Case Study 1: Applying ESG considerations to a pension fund’s equity portfolios
Case Study 2: Applying ESG concepts to wealth management portfolios
Managing environmental and climate transition risks and opportunities within portfolios
Considering physical climate risks and resilience in real asset investment
Case Study 3: Practical issues and considerations for implementing a Net Zero emissions strategy for asset owners
Evaluating social criteria in fundamental and thematic investment portfolios
Case Study 4: Defining impact investing for today‘s ethical investor – evaluating the efforts of Evangelisches Johannesstift
Developing governance and active ownership frameworks for investment analysis
Case Study 5: Applying active ownership and stewardship to a pension fund portfolio
Identifying ESG risks and opportunities in alternative investments
Reviewing the EU regulatory framework for ESG investors
Assessing data and disclosure challenges in ESG investing
Corporate social responsibility across industries: When and who can do well by doing good?
Reflecting on how ESG investing, accounting and governance have evolved over time
As inflows into sustainable investment funds continue to grow exponentially, policymakers around the globe are reviewing and enhancing rules applicable to these products, and those who manage or distribute them. As Europe concentrates the large bulk of sustainable investment funds (in terms of both number of funds and assets under management, AuM) and has been at the forefront of this new wave of regulation, this chapter will mainly focus on the European region (see Table 12.1).
To date, the EU’s approach, underpinned by its sustainable finance strategy (European Commission, 2021a), could be mainly characterised by a will to tackle greenwashing by requiring enhanced disclosures (the Sustainable Finance Disclosure Regulation, SFDR), and to channel further investments into sustainable assets by developing a common language (the EU Taxonomy and amendments to the Markets in Financial Instruments Directive, MiFID) and optional labels (eg, EU green bond regulation and the EU Ecolabel for investment funds).
| Region | AuM (US$bn) | Number of funds |
| Europe | 2,276 | 4,958 |
| US | 343 | 555 |
| Rest of the |
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