ESG Foundation Intro

Many studies have focused on the relationship between companies with strong ESG characteristics and corporate financial performance.  However, these have often struggled to show that positive correlations — when produced — can in fact explain the behavior. The Foundations of ESG Investing research, for both equities and fixed income asset classes, suggests that changes in a company’s ESG characteristics may be a useful financial indicator. ESG ratings may also be suitable for integration into policy benchmarks and financial analyses.


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Foundations of ESG Investing in Corporate Bonds


How ESG Affected Corporate Credit Risk and Performance

How ESG Affected Corporate Credit Risk and Performance

Did ESG add insights beyond credit ratings? How did ESG impact investment grade and high yield bonds? This paper extends our research on environmental, social and governance-related (ESG) investing from equities to corporate bonds.

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Foundations of ESG Investing in Equities, Parts 1-4


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?

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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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