Showing 31 - 40 of 3,219 entries
Research PaperFactor Investing and ESG Integration
Integrating ESG criteria into equity portfolios raises important portfolio construction questions. For example, what is the impact of ESG on portfolio performance and characteristics? How does it alter the risk profile and the factor exposures of portfolios? How does it affect institutional investors’ ability to pursue their investment strategy? Our results show that integrating ESG criteria into passive strategies generally improved risk-adjusted performance over the period 2007 to...
WebcastMSCI ESG Portfolio Analytics: Measuring and Benchmarking ESG Risks
Demand for ESG integration is growing as asset owners and managers are becoming increasingly aware of the potential risk and impact ESG factors can have on the long-term risk and return profile of investment portfolios.However, it remains a challenge for many to evaluate their portfolio’s ESG risks and ultimately assess how effectively ESG factors are integrated into the investment process. In addition, the lack of ESG data, ratings, and tools in traditional risk management and...
MSCI BlogESG in Mexico: At a Fork in the Road?
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.
Research Paper2016 ESG TRENDS TO WATCH
In our annual trends report, we highlight the key environmental, social and governance (ESG) trends that are top of mind for investors going into the New Year. In 2016, these trends reflect a softening economy, a long-term shift to a low carbon economy, a generational changeover and institutional forces. Download the Research Spotlight "2016 ESG Trends to Watch." To read data from other years, please see our ESG Trends page.
WebcastConsultants and ESG: What to consider when working with ESG Mandates
Consultants are increasingly being asked to assist their clients with environmental, social and governance (ESG) investing. According to the UN Principles of Responsible Investment (PRI), assets under management by PRI signatories now stand at more than USD 32 trillion (or 15% of the world's investable assets), up from USD 4 trillion at the PRI's launch in 2006. InvestorForce and MSCI ESG Research invite you to a webinar where our content experts will provide background on the...
Research PaperEnhancing Economic Value With ESG
In this paper we apply an ESG filter to a highly selective universe of 100 companies that have already been screened for value creation as measured by ROIC, economic spread, margins and asset turnover ratio. We found that those with higher ESG Ratings had higher average ROIC and were valued at a premium compared to companies with lower ESG ratings.
Research Paper2018 ESG Trends to Watch
Whether it is policy, technological or climactic change, companies face an onslaught of challenges that are happening sooner and more dramatically than many can anticipate. Investors in turn are looking for ways to position their portfolios to best navigate the uncertainty. In 2018, investors will: use ESG signals to help navigate the evolving size and shape of the emerging markets universe; expand their view of portfolio climate risk to macro exposures across asset classes; accelerate...
Research Paper2017 ESG TRENDS TO WATCH
This year may usher in a fundamental rethink for investors. Underlying all the major trends we identified for 2017 is a strategic decision point – do we change the way we think about investing, or is this business as usual in a new order? In our annual trends to watch report, we highlight the six biggest ESG forces affecting institutional investors over the long haul. To read data from other years, please see our ESG Trends page.
WebcastApplied ESG Research: Making Capital Decisions Using ESG Research and Data
There is growing evidence that integrating ESG research and data into capital decision making processes can potentially help to minimize risks and identify opportunities not picked up by conventional analysis. MSCI invites you to a discussion with a diverse range of ESG experts to explore some of the latest examples where ESG has made a material difference and to examine the different ways investors are applying ESG research and data. Speakers: Chair: Matt Moscardi, Vice President, MSCI...
Research Paper2013 ESG Trends to Watch
If there is one thing that Hurricane Sandy in the US taught us, it is that preparation counts. What seemed unlikely even just a day before the storm upended business-as-usual and reinforced the primacy of risk management. Identifying vulnerabilities, however, requires challenging core assumptions about what past data and experience can tell us in the face of the unexpected. As MSCI ESG Research looks forward to 2013, we see clouds on the horizon in the context of accelerating climate change...