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  1. BLOG

    Low Carbon 𝙖𝙣𝙙 High Liquidity for Bond Investors? 

    May 4, 2022 Afsaneh Mastouri

    ESG Research , Fixed Income

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    As corporate-bond investors embrace decarbonization as a goal in portfolio construction and management and benchmark selection, the question arises whether decarbonization targets are at odds with other desirable index attributes, such as liquidity.

  2. BLOG

    Reported Emission Footprints: The Challenge is Real 

    Mar 9, 2022 David Bokern

    ESG Research

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    Investors’ ability to make comprehensive assessments of companies’ climate profiles relies on being able to analyze trustworthy corporate disclosures of greenhouse-gas emissions. Yet the current state of disclosures remains challenging.

  3. BLOG

    Has DEI Worked for Women? 

    Feb 28, 2022 Christina Milhomem

    ESG Research

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    Have Diversity, Equity and Inclusion programs worked for women? While these can help establish frameworks and goals, it’s less clear whether they actually have improved diversity.

  4. BLOG

    中国绿色债券市场:发行量不断增长, 历史表现优异 

    Feb 24, 2022 Jian Chen , Joy Zhang

    ESG Research , Fixed Income

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    中国已成为仅次于美国的全球第二大绿色债券发行国家。

  5. BLOG

    China’s Green-Bond Market: Growing Issuance and Historical Outperformance 

    Feb 24, 2022 Jian Chen , Joy Zhang

    ESG Research , Fixed Income

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    China’s green-bond market has grown rapidly in recent years and is now second in size only to the U.S. Understanding the reasons behind this market’s growth and performance may help investors as they consider incorporating Chinese green bonds in portfolios.

  6. BLOG

    Paris-Aligned Indexes to Manage the Future 

    Feb 17, 2022 Dinank Chitkara , Hitendra D Varsani , Rohit Mendiratta

    ESG Research

    Learn More

    As commitments to reach net-zero by 2050 surge, institutional investors are looking for tools to implement net-zero strategies in portfolios. Futures linked to the MSCI Climate Paris Aligned Indexes are one option for asset managers and asset owners.

  7. BLOG

    Say on Climate: Investor Distraction or Climate Action? 

    Feb 15, 2022 Florian Sommer , Harlan Tufford

    ESG Research

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    Say-on-climate shareholder votes are on the rise globally. Are they a distraction to real climate efforts or an effective way for shareholders to engage management?

  8. BLOG

    Nasdaq’s New Board Diversity Rules: What’s the Impact? 

    Feb 1, 2022 Christina Milhomem , Harlan Tufford

    ESG Research

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    The Nasdaq stock exchange’s new diversity rules will impose board-diversity disclosure requirements on Nasdaq-listed companies. These new rules may nudge companies to improve the diversity of the boards or risk facing investor pressure.

  9. BLOG

    Managing Climate-Transition Risk in Credit Portfolios 

    Jan 31, 2022 Afsaneh Mastouri

    ESG Research , Fixed Income

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    Can managers take an active approach to systematically managing exposure of a corporate-bond portfolio to climate-transition risk? We investigate two different approaches to decarbonizing credit portfolios.

  10. BLOG

    Despite Oil & Gas’s Rebound, ESG Indexes Outperformed 

    Jan 28, 2022 Yuliya Plyakha Ferenc

    ESG Research

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    In 2021, oil and gas stocks bounced back after five years of weak performance. However, leading MSCI ESG Indexes, which often have lower weights to high-carbon emission industries such as oil and gas, were resilient last year. What drove performance?

  11. BLOG

    Personalizing Climate-Focused Wealth Management Portfolios 

    Jan 24, 2022 Jean-Maurice Ladure

    ESG Research

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    A climate-first approach can help wealth managers tailor portfolios to the unique preferences of clients who want their investments to slow climate change or create positive impact while furthering their financial objectives and appetite for risk.

  12. BLOG

    Why Your Portfolio May Be Hot, Cold or Just Right 

    Jan 19, 2022 Zoltán Nagy , Helen Droz

    ESG Research

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    Investors may want to understand not only if their portfolios are aligned with global climate goals but why they may (or may not) fall short of the mark. A performance-attribution analysis can help them understand how “hot” or “cold” their portfolios are.

  13. BLOG

    Climate Change and the Cow in the Room 

    Jan 18, 2022 Paribesh Pradhan

    ESG Research

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    The global food system is one of the major drivers of climate change, biodiversity loss and depletion of freshwater resources. We looked at traditional plant-based and alternative proteins trends and potential transition risks to food companies’ valuations.

  14. BLOG

    ESG Trends to Watch for 2022 

    Jan 7, 2022 Linda-Eling Lee , Meggin Thwing Eastman

    ESG Research

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    As the world’s biggest companies work toward net-zero, corporations ask: What do we do about our suppliers? Meanwhile, ESG investing truly has gone mainstream (with the regulatory attention to prove it). We review these trends and emerging risks.

  15. BLOG

    Will Rising Sea Levels Eventually Sink Christmas? 

    Dec 15, 2021 Patric Kellermann , Miranda Carr

    ESG Research

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    It’s not just Santa’s North Pole headquarters that are at risk from global warming. Around 75% of the world’s toys are made in China — most coming from the country’s coastal provinces which face an increasing threat of flooding as global temperatures rise.

  16. BLOG

    The Implied Temperature Rise of 'Paris-Aligned' Indexes 

    Dec 6, 2021 Rumi Mahmood , Helen Droz

    ESG Research

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    Using Implied Temperature Rise — an intuitive metric that can be used to assess net-zero alignment — we analyze temperatures for climate-focused indexes designed to meet or exceed the requirements of the EU Paris-Aligned Benchmarks standard.

  17. BLOG

    What Implied Temperature Rise Means for Funds 

    Dec 6, 2021 Rumi Mahmood , Helen Droz

    ESG Research

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    With COP26 over, the hard work begins as investors seek to limit temperature rise to less than 2°C above preindustrial levels in their portfolios. We investigate how they can understand whether a portfolio or fund is aligned with temperature targets.

  18. BLOG

    Is the Food Industry Ready for Kunming? The Short Answer Is No. 

    Dec 2, 2021 Leslie Swynghedauw

    ESG Research

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    Over the past two years, a growing number of governments have stepped up their plans to protect biodiversity. The most affected industry: Food products, which may face rising regulatory costs and reduced fiscal subsidies. What are the risks to investors?

  19. BLOG

    New Frontiers in Carbon Footprinting: Private-Equity and -Debt Funds 

    Nov 29, 2021 Rumi Mahmood , Abdulla Zaid

    ESG Research

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    Private-capital funds, which can quickly make large investments in specific targets, are potentially powerful agents in the fight against climate change. But where do private-equity and -debt funds stand in terms of their estimated carbon-emission intensities?

  20. BLOG

    Climate Matters: What’s in an ESG Rating. And What’s Not. 

    Nov 23, 2021 Meggin Thwing Eastman , Guido Giese , Zoltán Nagy

    ESG Research

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    ESG ratings are widely used in active management and ESG indexes, with a growing focus on climate change. This has increased debate around two questions: Why are ESG ratings so different across providers? And how do ESG ratings reflect climate risk?

  21. BLOG

    Can Green Spreads Uncover ESG's Influence on Bond Prices? 

    Nov 11, 2021 Greg Recine , Alexander Spray

    ESG Research , Fixed Income

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    Investors increasingly seek to build portfolios that have reduced exposure to climate-transition risk. How might these changes in investor behavior have affected prices in the corporate-bond market?

  22. BLOG

    How Climate Change Affected Thirsty Chipmakers 

    Nov 9, 2021 Siping Guo

    ESG Research

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    In the face of increasingly frequent and severe climate hazards around the globe, water constraints appear to be emerging as an important factor impacting the Taiwanese semiconductor industry and global supply chains.

  23. BLOG

    How Climate Change Could Impact Credit Risk 

    Oct 20, 2021 Reka Janosik , Thomas Verbraken

    ESG Research , Fixed Income , Risk Management

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    Investors are increasingly focused on gauging the risks related to climate change. We investigated how various climate scenarios could impact the credit risk of portfolios. In one scenario, 16% of investment-grade issuers could migrate to high yield.

  24. BLOG

    Understanding Carbon Exposure in Private Assets 

    Oct 14, 2021 Manish Shakdwipee

    ESG Research

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    Public companies and managers of listed assets face growing disclosure requirements. But private companies have not received the same level of scrutiny. How can investors in private assets calculate their exposure to carbon emitters, and what can they do about it?

  25. BLOG

    Creeping Crypto: Cryptocurrency Risk and ESG 

    Oct 13, 2021 Harlan Tufford , Nigel Fletcher , Siyu Liu , Aura Toader

    ESG Research

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    Institutional investors may have more exposure to cryptocurrency risk than they realize. We find that cryptocurrencies were a part of business for at least 52 companies covered by MSCI ESG Research, including 26 MSCI ACWI Index constituents.

  26. BLOG

    Stress Testing Portfolios for Climate-Change Risk 

    Oct 7, 2021 Nathan Faigle , Simone Ruiz-Vergote

    ESG Research

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    How quickly companies implement net-zero pledges can affect the value of investments. Stress testing can be used to test how the valuation of a portfolio could change under different climate transition speeds or scenarios chosen by the investor.

  27. BLOG

    Constructing Net-Zero Portfolios: Three Approaches 

    Sep 30, 2021 Guido Giese , Zoltán Nagy , Chris Cote

    ESG Research

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    While investors around the world are committing to bring the carbon footprints of their portfolios to net-zero by 2050, figuring out how to do so is not a simple matter. What alternatives do investors have?

  28. BLOG

    Measuring the Temperature of Your Portfolio 

    Sep 14, 2021 Simone Ruiz-Vergote

    ESG Research

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    Institutional investors are setting targets to align their portfolios with a 1.5˚-2°C global warming scenario. But measuring and reporting portfolio temperature rise remain challenging. How can investors measure the temperature of their portfolios?

  29. BLOG

    Regulatory Risk Rises for South Korean Employers 

    Sep 14, 2021 S.K. Kim

    ESG Research

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    Are South Korean companies ready to deal with the country’s new workplace-safety law? Our research finds that many of those companies — often located in the machinery and metals and mining industries — are ill-prepared.

  30. BLOG

    Regulatory Risk Rises for South Korean Employers 

    Sep 1, 2021

    ESG Research

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    Are South Korean companies ready to deal with the country’s new workplace-safety law? Our research finds that many of those companies — often located in the machinery and metals and mining industries — are ill-prepared.

  31. BLOG

    Are SPACs Riskier than Conventional IPOs? 

    Jul 27, 2021 Nilufar Kuchimova , Ahasan Amin

    ESG Research

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    SPACs exploded in popularity in 2020, but these “blank-check” shell IPOs offer some unusual governance risks to investors. In this blog post, we examine some of the challenges.

  32. BLOG

    Are APAC’s High-ESG-Risk Stocks Cleaning Up Their Act? 

    Jul 20, 2021 Miranda Carr

    ESG Research

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    The APAC region’s ESG performance has suffered from a combination of low ESG adoption and awareness and limited ESG regulation and reporting. But marked improvements are surfacing in environmental and social performance in certain sectors

  33. BLOG

    亚太高ESG风险公司是否正在“除弊去疴” 

    Jul 20, 2021 Miranda Carr

    ESG Research

    Learn More

    亚太市场公司的MSCI ESG评级通常低于全球同业公司。但这种情况正在快速变化,即使是某些表现最差的行业(例如能源和原材料)也开始改善其ESG实践。

  34. BLOG

    Mining’s Impact on Biodiversity: A Rising Risk? 

    Jun 9, 2021 Samuel Block , Gillian Mollod

    ESG Research

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    Will biodiversity losses become the next crisis facing humanity, possibly surpassing climate change? Growing scrutiny on biodiversity risks could have implications for mines that threaten biodiversity or environments of high conservation value.

  35. BLOG

    Mining Energy-Transition Metals: National Aims, Local Conflicts 

    Jun 3, 2021 Samuel Block

    ESG Research

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    Investors are scouting for companies that mine the metals needed in new energy technologies. But some mining projects key to the transition from fossil fuels may face opposition from Native Americans for threatening sacred areas or traditional ways of life.

  36. BLOG

    Exxon Mobil: Drilling Down on the Proxy Vote 

    Jun 1, 2021 Harlan Tufford , Ric Marshall

    ESG Research

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    The historic win of at least two seats on Exxon Mobil’s board by activist shareholder Engine No. 1 signals a dramatic shift in investors’ thinking about climate change — and in their willingness to vote for climate action. But there is a deeper story.

  37. BLOG

    Race & Ethnicity Disclosure: US Companies’ Rocky Start 

    May 19, 2021 Christina Milhomem

    ESG Research

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    Violence against the Black and Asian American communities in the U.S. has put racial injustice in the global spotlight. But the lack of standardization in reported data on race and ethnicity has greatly hindered comparability.

  38. BLOG

    Why Is Climate-Transition Risk High in High Yield? 

    May 6, 2021 Bruno Rauis , Juan Sampieri , Andy Sparks

    ESG Research , Fixed Income , Risk Management

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    Investors increasingly focus on building greener portfolios. Some might expect bonds to be less exposed to climate-transition risk compared to equities, due to the seniority of bonds in the capital structure. But does that logic hold at the portfolio level?

  39. BLOG

    Modern Slavery: The Unseen Risks 

    Apr 26, 2021 Morgan Ellis

    ESG Research , Global Investing

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    Modern slavery occurs all over the world and can impact virtually all industries. Meanwhile, regulations requiring more detailed reporting on potential supply-chain exposure is increasing. How can investors identify portfolio holdings most at risk?

  40. BLOG

    Some ESG Funds Are Not Like the Others 

    Apr 19, 2021 Rumi Mahmood

    ESG Research , Global Investing

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    ESG funds’ holdings can vary significantly, depending on their objectives, methodologies and geographic exposures. We examined the 20 largest equity funds in our coverage universe.

  41. BLOG

    CEO Compensation: Paying Up for Mediocrity 

    Mar 22, 2021 Harlan Tufford

    ESG Research

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    Are companies aligning CEO pay with long-term performance? Or, put another way, are directors incentivizing executives to drive the long-term success of the companies they run? We found evidence that pay and performance are misaligned for many U.S. CEOs.

  42. BLOG

    Women on Boards: The Hidden Environmental Connection? 

    Mar 8, 2021 Christina Milhomem

    ESG Research

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    With social inequality gaining prominence ahead of the 2021 proxy season, investors and other stakeholders are increasingly vocal about the need for greater diversity in corporate boardrooms. How successful have boards been globally?

  43. BLOG

    How Have Stocks Responded to Changes in Climate Policy? 

    Mar 1, 2021 Guido Giese , Zoltán Nagy , Bruno Rauis

    ESG Research , Global Investing

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    To what extent has climate risk been priced into equity markets? Is there a “brown” discount and a “green” premium? Has this shifted over time? How can we model such risks as the world moves toward net-zero targets? We examine the financial impact of climate transition risk on global equity markets.

  44. How much does ESG contribute to portfolio risk and return? We looked at whether ESG performance was influenced by other factors or helped explain returns as a factor in its own right, using the MSCI Global Equity Factor Model + ESG.

  45. BLOG

    Climate Transition and Bonds: Risk or Opportunity? 

    Feb 23, 2021 Bruno Rauis , Juan Sampieri , Andy Sparks

    ESG Research , Fixed Income , Risk Management

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    The transition to a low-carbon economy could significantly redirect the flow of investments toward greener companies and technologies that limit carbon emissions. We consider the potential risk — and opportunity — for bond investors.

  46. BLOG

    How Are High-ESG-Rated Bond Portfolios Distinct? 

    Feb 5, 2021 Rohit Mendiratta , Hitendra D Varsani , Guido Giese , Hitendra Varsani

    Fixed Income , Risk Management , ESG Research

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    ESG investing makes up an increasingly large footprint in equity portfolios, but ESG integration in bond portfolios is still in its early days. We examine the characteristics that make high-ESG-rated corporate-bond portfolios distinct.

  47. BLOG

    Stress Testing Climate-Change Scenarios 

    Jan 28, 2021 David Lunsford , Thomas Verbraken

    Global Investing , ESG Research

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    Regulators around the world are upping the ante on climate-related financial disclosures. How can investors stress test potential exposures to these changes in policy? We take a look within Europe.

  48. BLOG

    An ‘ESG-First’ Approach to Portfolio Construction 

    Jan 19, 2021 Jean-Maurice Ladure , Ashish Lodh

    ESG Research

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    A new administration in the U.S. and ESG-related regulations in Europe may further increase investors’ sustainability focus. We examine an “ESG-first” approach to integrating measurable ESG and climate considerations into portfolios.

  49. BLOG

    What Biden’s Climate Plan Means for US Utilities 

    Jan 14, 2021 Velina Karadzhova , Umar Ashfaq

    ESG Research

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    Joe Biden is targeting net-zero carbon emissions in the United States by 2050, but the target date for electricity generation would come 15 years sooner. Are the U.S. utilities sector and investors prepared for net-zero emissions by 2035?

  50. BLOG

    The Doctor Is Making House Calls: Capturing Exposure to Telehealth 

    Dec 16, 2020 Manuel Rueda , Gaurav Trivedi

    Factor Investing , ESG Research

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    Telehealth has the potential to reduce inequalities in access to care as well as relieve strain on health systems. We tested an approach that combines natural-language processing and MSCI ESG Ratings screens.

  51. BLOG

    Is ESG Investing a Price Bubble? Probably Not. 

    Dec 9, 2020 Guido Giese , Navneet Kumar , Zoltán Nagy

    ESG Research

    Learn More

    Inflows into ESG funds have soared in recent years and months, in part motivated by outperformance since the COVID-19 pandemic erupted. But have these inflows become a self-fulfilling prophecy, creating an ESG bubble?

  52. Climate. ESG bubbles. Disclosure. Social inequality. Biodiversity. The topics don’t get much bigger — or more systemic. Here’s our analysis of the five ESG trends that will matter most to companies and their investors in 2021.

  53. ESG投资已日趋成熟,炒作和怀疑已经消退,但寻求实现《巴黎协定》目标的投资者开始发现,符合《巴黎协定》要求的投资机会越来越少。

  54. BLOG

    Investor Reaction to US Elections and COVID-Vaccine Progress 

    Nov 18, 2020 Dimitris Melas , David Lunsford , Andy Sparks

    Factor Investing , Risk Management , ESG Research

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    To gauge investor expectations after Joe Biden was declared winner of the U.S. election and good news broke about COVID vaccines, we surveyed 151 U.S.-based financial advisers. We examine the advisers’ views on the next 12 months and markets’ reaction since Election Day.

  55. BLOG

    What ESG Ratings Tell Us About Corporate Bonds 

    Nov 11, 2020 Rohit Mendiratta , Hitendra D Varsani , Guido Giese , Hitendra Varsani

    ESG Research , Risk Management

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    How did incorporating ESG factors affect the performance of corporate-bond portfolios? Did ESG add insights beyond credit ratings? How did ESG impact risk and performance of investment-grade and high-yield bonds? Short-dated versus long-dated bonds?

  56. BLOG

    ESG 评级告诉我们有关公司债券的哪些信息? 

    Nov 11, 2020 Rohit Mendiratta , Hitendra D Varsani , Guido Giese

    ESG Research , Risk Management

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    我们探讨了将环境、社会和治理相关(ESG)因素纳入考量,对公司债券投资组合风险和表现的影响。

  57. BLOG

    Zombies on Board: Investors Face the Walking Dead 

    Oct 28, 2020 Ric Marshall

    ESG Research

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    Investors may think that zombies live only in people’s imaginations, but these brain-munching monsters can haunt corporate boardrooms for years, eating away at a fundamental shareholder right: the right to duly elected representation.

  58. BLOG

    Aligning with the Paris Agreement: An Index Approach 

    Oct 22, 2020 Stuart Doole , Véronique Menou , Kumar Neeraj

    ESG Research , Global Investing

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    Institutional investors are under pressure to align their strategies with a maximum global temperature increase of 1.5oC as targeted by the Paris Agreement. We examine how they can approach this while respecting other investment constraints.

  59. BLOG

    Banks, ESG and Nonperforming Loans During Covid-19 

    Oct 1, 2020 Jakub Malich

    ESG Research

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    Have banks with stronger ESG risk management practices been more financially resilient during the COVID-19 pandemic? We look at the asset quality, profitability and capitalization of banks around the world.

  60. BLOG

    Corporate ESG Disclosure: A Health & Safety Case Study 

    Sep 24, 2020 Gaurav Trivedi , Samantha Sue Ping , Ping Sue

    ESG Research

    Learn More

    How good a job are corporations doing in disclosing ESG policies and data to investors and other stakeholders? We took an in-depth look at reporting of health & safety disclosures. Our findings confirmed some common assumptions and upended others.

  61. BLOG

    Scope 3 Carbon Emissions: Seeing the Full Picture 

    Sep 17, 2020 Brendan Baker

    ESG Research

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    How can investors identify emissions throughout the value chain of companies in their portfolios? We explain what these “Scope 3” emissions are, why they are so important and what actions investors can take as they seek to manage resulting risks.

  62. BLOG

    Assessing Company Alignment with UN SDGs 

    Sep 14, 2020 Olga Emelianova

    ESG Research , Global Investing

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    Five years ago, the United Nations adopted 17 UN Sustainable Development Goals (SDGs) in an effort to end extreme poverty, reduce inequity and protect the planet by 2030. Using a new tool, we examine whether companies are walking the walk.

  63. BLOG

    Identifying Emerging “Hot Spots” for Physical Risk in the US 

    Sep 9, 2020 Patric Kellermann , Boris Prahl

    ESG Research

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    Climate change is expected to increase the frequency and severity of physical climate risks such as extreme temperatures, tropical cyclones, torrential rainfall and flooding. Our map identifies emerging climate risk hotspots in the U.S. 

  64. BLOG

    ESG in Mexico: At a Fork in the Road? 

    Aug 27, 2020 Mario López-Alcalá

    ESG Research , Emerging Markets , Global Investing

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    Mexican companies’ ESG risk-mitigation practices have come a long way over the past decade, but there has been some slippage over the past two years. We examine the current status and why investors may want to pay attention.

  65. BLOG

    Is There a Green-to-Fossil-Fuel Premium? 

    Aug 25, 2020 Guillermo Cano , Gaurav Trivedi

    ESG Research

    Learn More

    As investors evaluate the possible reallocation of capital around the transition toward a low-carbon future, we analyzed the characteristics and performance of companies engaged in green versus carbon-intensive activities. Was there evidence of a “green-to-fossil-fuel premium”?

  66. BLOG

    绿色能跑赢化石燃料吗? 

    Aug 25, 2020 Guillermo Cano , Gaurav Trivedi

    ESG Research

    Learn More

    从 2013 年 12 月到 2020 年 5 月,“绿色”公司的表现大致与 MSCI全球市场可投资市场指数(IMI)持平,而化石燃料公司的表现则逊于该指数。

  67. COVID-19 has had a profound impact on how companies manage cash flows and liquidity. Bond investors face the possibility of increased leverage, rating downgrades and defaults. Can factors and ESG metrics shed light on these risks?

  68. BLOG

    Managing Climate Risk in Equity Portfolios: A Case Study 

    Jul 15, 2020 Bruno Rauis , Zoltán Nagy

    ESG Research , Global Investing

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    Institutional investors are increasingly focused on mitigating their climate-related risks. How could a “typical” active global equity manager have managed these exposures without disturbing the portfolio’s risk and return characteristics?

  69. BLOG

    Up in Smoke? Brazil’s Wildfires May Affect Bond Spreads 

    Jul 10, 2020 Mario López-Alcalá , Hamed Faquiryan

    ESG Research , Fixed Income , Risk Management

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    Clearing Brazilian forests to make way for agriculture may spur a backlash to soy and beef producers if purchasers impose deforestation-free rules. What are the potential implications for debt of affected companies and for Brazilian sovereign debt?

  70. BLOG

    Measuring Climate Risk in Real Estate Portfolios 

    Jul 8, 2020 Bryan Reid

    ESG Research , Real Estate Investing

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    By evaluating real estate portfolios in terms of different physical risks as well as under different transition-risk scenarios, investors may be able to build a more complete picture of their exposure.

  71. BLOG

    Would Integrating ESG in Chinese Equities Have Worked? 

    Jul 7, 2020 Naoya Nishimura , Shuo Xu

    ESG Research , Emerging Markets , Global Investing

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    ESG ratings have reflected financial risk and returns in developed-market and emerging-market equities. But was this true in China, where ESG considerations are still in their infancy?

  72. BLOG

    将 ESG 融入到中国股票的成效如何? 

    Jul 7, 2020 Naoya Nishimura , Shuo Xu

    ESG Research , Emerging Markets , Global Investing

    Learn More

    过去两年,中国企业的 ESG 评级大幅提升。通过回测,剔除一些 ESG 评级低的股票,能够有助于一批聚焦中国的主动型基金在过去五年半时间内降低风险和提高投资回报。

  73. BLOG

    ESG Ratings: How the Weighting Scheme Affected Performance 

    Jun 29, 2020 Zoltán Nagy , Linda-Eling Lee , Guido Giese

    Global Investing , ESG Research

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    Our recent research suggests that environmental and social issues were more industry specific and tended to show up in financial measures over a longer time frame compared to governance issues. How can E, S and G issues be combined?

  74. BLOG

    Which ESG Issues Mattered Most? Defining Event and Erosion Risks 

    Jun 22, 2020 Guido Giese , Zoltán Nagy , Linda-Eling Lee

    Global Investing , ESG Research

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    Very different ESG issues can be material for different industries. Our research suggests that risks can be divided into two main types: “event” risks and “erosion” risks to companies’ long-term competitiveness. Which ones mattered most for E, S and G?

  75. BLOG

    Is ESG All About the ‘G’? That Depends on Your Time Horizon. 

    Jun 15, 2020 Linda-Eling Lee , Guido Giese , Zoltán Nagy

    Global Investing , ESG Research

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    The conventional wisdom has it that governance is the most dominant of the three E, S and G pillars. But our analysis finds different results when looking at contribution to performance over different time horizons.

  76. BLOG

    中国A股市场ESG研究与实践 

    Jun 11, 2020

    ESG Research

    Learn More

    ESG作为一项非常重要且日益受关注的内容,已经整合到投资过程中,与指数和分析工具相结合,参与投资组合构建。通常投资组合管理会考虑风险和收益等维度,而如今ESG正成为一个新的维度对最优化组合进行重新定义,并帮助投资人加强对投资组合ESG视角的审视和管理。

  77. BLOG

    Building Better ESG Indexes: 30 Years On 

    May 27, 2020 Stuart Doole

    Global Investing , ESG Research

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    How ESG indexes have evolved over the past 30 years: A Q&A with Stuart Doole, head of new index development at MSCI, about his conversations with investors since the COVID19 crisis started, the growth of ESG investing and how MSCI Research uses AI and machine learning in developing its ESG indexes.

  78. BLOG

    Five lessons for investors from the COVID-19 crisis 

    May 19, 2020 Dimitris Melas

    ESG Research , Factors , Global Investing

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    COVID-19 unleashed a torrent of sharp movements across global financial markets. We highlight five key lessons for investors regarding global investing, managing factors, active management, indexed investing and ESG investing.

  79. BLOG

    MSCI ESG Indexes during the coronavirus crisis 

    Apr 22, 2020 Zoltán Nagy , Guido Giese

    ESG Research , Emerging Markets , Global Investing

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    The COVID-19 outbreak is the first real-world test since the 2008 global financial crisis of the resilience of companies with high MSCI ESG Ratings. We analyze the performance of four standard MSCI ESG Indexes over Q1 2020 and longer periods.

  80. BLOG

    新冠疫情期间的 MSCI ESG 指数 

    Apr 22, 2020 Zoltán Nagy , Guido Giese

    ESG Research , Emerging Markets , Global Investing

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    在新冠疫情的恐慌抛售期间以及更长时期内,我们将四个全球 MSCI ESG 指数与其母指数进行了比较。

  81. BLOG

    Green bonds: Growing bigger and broader 

    Apr 14, 2020 Meghna Mehta

    ESG Research , Fixed Income , Global Investing

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    As the green-bond market matures, it is developing offshoots. The types of projects financed, as well as the emergence of innovative types of bonds and loans linked to the ESG targets, is growing. These initiatives may broaden the market for green investment options.

  82. BLOG

    Corporate-bond performance by factors and ESG 

    Apr 14, 2020 Rohit Mendiratta , Hitendra D Varsani , Hitendra Varsani

    ESG Research , Factor Indexes , Fixed Income , Risk Management

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    The volatility seen in equity markets was also present among investment-grade corporate bonds,. We use factors and ESG ratings to dissect these bonds’ performance over Q1 2020.

  83. BLOG

    For target-date funds, hindsight was 40/60 

    Apr 9, 2020 Anil Rao

    ESG Research , Factor Indexes , Fixed Income , Risk Management

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    Recent market volatility has been especially unkind to those closest to and early in retirement, as the sequence of returns matters for retirement income. Would low-volatility and ESG investments have benefited target date funds during volatile periods?

  84. BLOG

    Quantifying ESG fund performance 

    Apr 6, 2020 Raina Oberoi , Guillermo Cano

    ESG Research , Factors

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    One challenge facing investors is how to quantify the impact ESG has had on their investment process. We analyzed top ESG funds to better understand the contribution of the ESG factor to their performance.

  85. BLOG

    Will coronavirus reduce emissions long term? 

    Apr 3, 2020 Oliver Marchand , Nathan Faigle

    ESG Research , Global Investing

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    Has COVID-19 affected carbon emissions? Using satellite imagery from NASA and the European Space Agency, we examined the empirical data so far to understand the potential impact, and if there may be a decline in global greenhouse-gas emissions in 2020.

  86. BLOG

    Integrating ESG in emerging markets and Asia 

    Mar 18, 2020 Zhen Wei

    ESG Research , Emerging Markets , Global Investing

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    Previously, we have examined the relationship between ESG characteristics and financial performance in developed markets. In this blog post, we explore whether ESG characteristics  have had financially significant effects in emerging markets and Asia.

  87. BLOG

    将ESG融入新兴市场和亚洲市场 

    Mar 18, 2020 Zhen Wei

    ESG Research , Emerging Markets , Global Investing

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    在我们研究的时间区间内,ESG 评级较高的股票在新兴市场和亚洲(日本除外)地区表现较好,整合ESG 提高了这些地区的回报。

  88. BLOG

    Have corporate green bonds offered lower yields? 

    Mar 10, 2020 Zach Tokura

    ESG Research , Risk Management , Fixed Income

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    Green bonds tended to offer lower yields than comparable non-green corporate bonds. What could explain green bonds’ lower yields? And is there any relationship between green-bond issuers’ environmental scores and bond yields?

  89. BLOG

    SEC’s proxy proposal: Who would benefit? 

    Mar 3, 2020 Ric Marshall

    ESG Research

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    The SEC has proposed reforms to the proxy process that would curb the number of proposals submitted by small shareholders. But such a change may disadvantage all shareholders, who have provided significant levels of support for these initiatives.

  90. BLOG

    ESG and the cost of capital 

    Feb 25, 2020 Ashish Lodh

    ESG Research , Global Investing , Emerging Markets

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    We know a lot about the relationship between companies’ ESG characteristics and financial performance. But was there a correlation between ESG scores and cost of capital?

  91. BLOG

    How climate change may ‘flood’ global equities 

    Feb 5, 2020 Boris Prahl , David Lunsford

    ESG Research , Emerging Markets

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    Of all the threats to the environment from climate change, sea-level rise may be one of the most devastating and permanent. The question for global equity investors is how coastal-flooding risks may affect their portfolios.

  92. BLOG

    塑造下个十年的关键ESG议题(下篇) 

    Feb 1, 2020

    ESG Research

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    谁来监管环境、社会与公司治理(ESG)?如果我们砍掉所有的森林会怎样?

  93. BLOG

    塑造下个十年的关键ESG议题(上篇) 

    Feb 1, 2020

    ESG Research

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    谁将成为碳减排领军者?上市公司由私人控制将产生哪些影响?公司董事会性别多样化是未来趋势,将助推公司发展。

  94. ESG themes are long-term, but some can emerge with sudden force. We are watching five trends we believe will unfold in 2020 to catapult ESG investing into the new decade.

  95. BLOG

    CEO Pay: Trick or Treat? 

    Oct 30, 2019 Ric Marshall

    ESG Research

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    Some large asset owners are increasingly coming to believe that many executive pay schemes don’t align the interests of CEOs and investors. There appears to be an increasing focus on pay plan simplicity and transparency.

  96. BLOG

    Retire in Monte Carlo? Simulating retirement outcomes 

    Oct 11, 2019 Anil Rao

    ESG Research , Factor Investing , Models/Client Cases , Risk Management

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    Despite global equity performance, U.S. DC plan participants may be ill prepared to meet retirement-spending needs. We assessed four equity-allocation scenarios — including an equity multifactor allocation  and integration of ESG views —  to see which performed best.

  97. BLOG

    Is the US tech sector ignoring minority talent? 

    Oct 1, 2019 Meggin Thwing Eastman , Meggin Eastman

    ESG Research

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    Looking in one’s backyard for human capital.

  98. BLOG

    Is climate-change risk all about fossil fuels? Think again. 

    Sep 19, 2019 Michael Disabato , Mike Disabato

    ESG Research , Global Investing

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    When it comes to reducing greenhouse gases, investors tend to focus on fossil fuels and power generation. But other companies also need to adapt to a lower-carbon world. We look at the implications for five types of companies.

  99. BLOG

    Underwater assets? Real estate exposure to flood risk 

    Sep 17, 2019 Gillian Mollod , Will Robson

    ESG Research , Real Estate Investing

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    Real estate investors are buying and leasing assets that might be jeopardized by a climate-changed world. A new analysis can help investors identify high-risk U.K. locations.

  100. BLOG

    Looking inside ESG indexes 

    Aug 30, 2019 Meggin Thwing Eastman , Guido Giese , Meggin Eastman

    ESG Research

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    Many investors want to stick to their values or beliefs, as well as meet certain financial objectives. How can ESG indexes  help them address these goals?

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