ESG Investing and Analysis: A Practitioner’s Guide
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Case Study 1: Applying ESG considerations to a pension fund’s equity portfolios
Jens-Jakob Kratmann Nissen and Christian Kjær
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 a public (pillar 1) pension scheme (see Figure 2.1) for almost the entire population of Denmark, acting as good and responsible stewards of our beneficiaries’ asset is our most important task. A central aspect of responsible investing is to deal with ESG aspects of portfolio construction. This chapter will therefore discuss some of the ideas and principles underlying the choices ATP has made for the integration of ESG considerations across all types of investments.
To illustrate, we will use our global smart beta equity portfolio as an example. Our aim here is to summarise how we integrate ESG considerations in the portfolio construction process and analyse their implications.
The chapter is organised as follows. First, we will outline the general guiding principles and investment beliefs underpinning our approach, and resolve the dilemmas that naturally arise in the actual implementation. Second, we will discuss the aspects highlighted above using the smart beta equity portfolio that we manage at ATP. The discussion is broken down into three parts: guiding principles/investment beliefs; integration and active ownership; and the ESG
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