ESG Investing and Analysis: A Practitioner’s Guide
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Case Study 4: Defining impact investing for today‘s ethical investor – evaluating the efforts of Evangelisches Johannesstift
Jens Güldner
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
This chapter outlines the fundamentals of a leading ethical asset owner in Germany, Evangelisches Johannesstift’s (EJS) integrated, ethical and sustainable investment philosophy. It highlights the interconnectedness between its ethical, impact and mission-led investment approaches, and describes how it identifies and measures socially oriented, targeted outcomes using some of the United Nations’ Sustainable Development Goals (UN SGDs) and underlying targets.
Evangelisches Johannesstift, a charitable foundation, makes investments with the intention of achieving measurable, positive social and/or ecological impacts, in addition to achieving a traditional financial return. The foundation thus strives to achieve a “double dividend” and aims to address solving social, economic and ecological problems.
With the launch of an endowment fund, the EJS Endowment Fund in February 2010, the social impact investment approach has ultimately been applied to all parts of EJS’s investment strategy with the aim of reducing possible “negative” effects and bringing the investment into line with EJS’s articles of association and mission statements.
DEFINING ETHICAL, MISSION-LED AND SOCIAL
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