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Our latest research

Research Paper

Better Together: Policy Benchmarks, Active Equity and ESG

Jan 25, 2021 RAO Anil, GIESE Guido, SUBRAMANIAN Raman Aylur, NAGY Zoltan

As we’ve previously demonstrated, incorporating firm-level ESG characteristics into portfolio construction can preserve, and even improve, risk and return relative to the broad market. Here we follow-up by asking how an allocator can integrate ESG considerations efficiently across multiple portfolios in its equity program.

MSCI Blog

An ‘ESG-First’ Approach to Portfolio Construction

Jan 19, 2021 Jean-Maurice Ladure, Ashish Lodh

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.

MSCI Blog

What Biden’s Climate Plan Means for US Utilities

Jan 14, 2021 Velina Karadzhova, Umar Ashfaq

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?

Research Paper

Water Funds’ Exposure to Sustainable Water Solutions

Jan 5, 2021 DISABATO Mike

Fickle weather patterns due to climate change and a global demand that outstrips supply have put one-fourth of the Earth’s population in areas of “extremely high” water stress. We found 122 equity funds that invest in companies providing a solution to the water crisis but far fewer are “pure” water plays.

MSCI Blog

The Doctor Is Making House Calls: Capturing Exposure to Telehealth

Dec 16, 2020 Manuel Rueda, Gaurav Trivedi

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.

MSCI Blog

Is ESG Investing a Price Bubble? Probably Not.

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

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?

Research Paper

2021 ESG Trends to Watch

Dec 7, 2020 LEE Linda-Eling, EASTMAN Meggin Thwing, KLUG PHILIPP Arne

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.

MSCI Blog

2021 ESG Trends to Watch

Dec 7, 2020 Linda-Eling Lee, Meggin Thwing Eastman, Arne Philipp Klug

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.

Legislation

MSCI ESG Research LLC. is a Registered Investment Adviser under the Investment Adviser Act of 1940. The most recent SEC Form ADV filing, including Form ADV Part 2A, is available on the U.S. SEC’s website at www.adviserinfo.sec.gov.

MIFID2/MIFIR notice: MSCI ESG Research LLC does not distribute or act as an intermediary for financial instruments or structured deposits, nor does it deal on its own account, provide execution services for others or manage client accounts. No MSCI ESG Research product or service supports, promotes or is intended to support or promote any such activity. MSCI ESG Research is an independent provider of ESG data, reports and ratings based on published methodologies and available to clients on a subscription basis.  We do not provide custom or one-off ratings or recommendations of securities or other financial instruments upon request.

ESG ADV 2A
ESG ADV 2B (brochure supplement)

 

 

Climate Data and Metrics, Climate Risk Reporting and Scenario Analysis are provided by MSCI ESG Research LLC. MSCI ESG Indexes and Analytics utilize information from, but are not provided by, MSCI ESG Research LLC. MSCI Equity Indexes are products of MSCI Inc. and are administered by MSCI UK Limited.

Source: https://www.unepfi.org/news/industries/investment/changing-course-unep-fi-and-twenty-institutional-investors-launch-new-guidance-for-implementing-tcfd/

https://firststreet.org/press/rising-seas-swallow-403-million-in-new-england-home-values/

https://www.seia.org/solar-industry-research-data

https://www.ibtimes.co.in/watch-india-unveils-ambitious-plan-have-only-electric-cars-by-2030-724887

https://www.insurancejournal.com/news/international/2020/01/08/553871.htm

https://www.ipcc.ch/sr15/

Foundations of ESG investing

Foundations of ESG investing

How ESG integration has affected benchmarks and index-based, factor and active portfolios.

Introducing MSCI ESG fund ratings

Introducing MSCI ESG fund ratings

We’ve introduced ratings for 32,000 funds, helping clients understand the resiliency of portfolios to ESG risk and opportunities.

ESGNow

ESGNow

The latest ESG news and research, from climate change to corporate action, in this weekly podcast.