ESG Investing and Analysis: A Practitioner’s Guide
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Analysing ESG policy, market and portfolio construction considerations
Kartik Chawla, Martina Macpherson, Alexis Royer and Daniel Ung
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
Since the early 2000s, investors have increasingly considered environmental, social and governance (ESG) criteria within their investment decisions to meet their varying expectations, such as using ESG as an expression of personal ethics and values, as a means of downside risk protection in the investment portfolio, or as a new source of investment alpha. Since the launch of the European Union Sustainable Finance Disclosure Regulation (SFDR), regulators are demanding that investment managers classify and disclose their sustainability risks. This chapter will evaluate the developments in sustainable investing, both in terms of the size of the sustainable investment market and the approaches that investors commonly adopt. It will also examine how ESG can be incorporated into the portfolio construction process, and look at how controversies can potentially negatively impact investment performance.
OVERVIEW OF SUSTAINABLE INVESTMENT MARKET AND STRATEGIES
Market and regulatory developments in brief
A study by the CFA Institute (Fender et al, 2020) that surveyed its global members base highlighted that sustainable investing has entered the mainstream, and is now increasingly
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