ESG Investing and Analysis: A Practitioner’s Guide
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Assessing data and disclosure challenges in ESG investing
Marie Lehmann and Beate van Loo-Born
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 focusses on the role data management plays in ESG investment decision-making. Naturally, data sits at the source of the investment community’s decision-making processes, not only when it comes to risk versus return predictions and the constant search for alpha, but also when and where decisions are being made to integrate ESG into investment decision-making.
For instance, investment management companies invest in bonds issued by companies and governments that wish to finance their environmental and social projects. Meanwhile, global assets under management also continue to grow. The AUMs of the world’s largest 500 asset managers have reached US$119.5 trillion (Willis Towers Watson, 2017).
Moreover, in its 2020 Global Sustainable Investment Review (2020), the GSIA found that sustainable investment assets in the five major markets on which its study focused (Australasia, Canada, Europe, Japan and the US) had witnessed a 15% increase within two years, reaching US$35.3 trillion as at the beginning of 2020, equal to 36% of all professionally managed assets across the regions covered in this report. Global interest in ESG investing from institutional investors has
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