Foundations of ESG Investing

Foundations of ESG Investing

Nested Applications

Why ESG?

Why ESG?

Part 1: How ESG Affects Equity Valuation, Risk And Performance

Do better-performing ESG businesses outperform? Can changes in a company's ESG characteristics be a financial indicator? As published in The Journal of Portfolio Management

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Benchmarks

Benchmarks

Part 2: Consistent ESG integration through ESG benchmarks

How can ESG indexes be used as benchmarks, for both the total portfolio and individual allocations?

Available upon request

Nested Applications

Passive

Passive

PART 3: Integrating ESG Into Passive Institutional Portfolios

How can ESG be integrated into passive allocations? Do passive ESG strategies differ by region (emerging markets, international (World ex U.S.) and U.S)? As published in The Journal of Index investing

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Active

Active

PART 4: Integrating ESG Into Factor Strategies And Active Portfolios

How can investors effectively integrate ESG into factor-based and actively managed allocations?

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ESG Foundations podcast - Guido Giese

Podcast

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How ESG Affects Equity Valuation, Risk and Performance

Guido Giese and Matt Moscardi discuss the relationship between companies with strong ESG characteristics and corporate financial performance.

ESG Ratings

ESG Ratings

MSCI ESG Ratings helps investors identify ESG risks and opportunities within their portfolio. We research and rate companies on a ‘AAA‘ to ‘CCC’ scale according to their exposure to industry specific ESG risks and their ability to manage those risks relative to peers.

Has ESG affected stock performance?

Has ESG affected stock performance?

Are ESG characteristics tied to stock performance? Many researchers have studied the relationship but their results show more correlation than causality. We take a different approach.

2018 ESG trends to watch – Podcast

2018 ESG trends to watch – Podcast

Linda-Eling Lee and Matt Moscardi describe the five ESG trends that may play out over the coming year and beyond, and the potential risks and opportunities for institutional investors.

Regulation