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Showing 1 - 10 of 293 entries

  1. Research Paper

    TCFD-based reporting: A practical guide for institutional investors

    This guide aims to support institutional investors who intend to follow the Task Force on Climate-related Financial Disclosures’ recommendations for reporting on their climate-related risk management processes. Climate-related risks pose a potential threat to the long-term resilience of portfolios, and there is a growing regulatory focus on investors’ climate risk management practices and disclosures. Approaches for developing a climate change strategy depend on the investor’s objectives,...

    Aug 8, 2019

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  2. Research Paper

    Clearing the Smoke Around Cannabis

    Exposure to companies with ties to the cannabis industry raises challenges for investors. Some have sought to keep their portfolios cannabis-free while others have focused on long-term risks and opportunities. How can investors approach this challenge?

    Jul 22, 2019

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  3. Research Paper

    Climate change and climate risk: An index perspective

    A transition to a low-carbon economy could reduce demand for carbon-intensive products and services in favor of low-/zero-carbon counterparts. This migration in demand could also alter the risk-return profile — not only of individual companies but of some entire industries. The MSCI Climate Change Index aims to reflect these potential changes, increasing the index weight of companies identified as exposed to a low-carbon transition, while decreasing the weight in companies negatively exposed...

    Jul 10, 2019

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  4. Research Paper

    Factor allocation to asset allocation

    Asset-allocation approaches have evolved from the traditional 60/40 split to the recent adoption of risk, rather than capital, budgeting across asset classes. However, asset-class buckets are not always clear-cut risk and return drivers. We present a factor-based asset-allocation framework to help investors who have begun to look through asset classes to factors — the underlying drivers of risk and returns.

    Jun 26, 2019

    View  |  Related Products: ESG Products & Services , Indexes , Portfolio Management Analytics

  5. Research Paper

    Understanding MSCI ESG Indexes

    This paper explains the different methodologies investors can use to integrate ESG considerations into a benchmark, assess their differences in terms of financial and ESG characteristics and understand potential trade-offs. In the financial industry, benchmarks are used at a strategic level — i.e., as policy benchmarks for defining the eligible investment universe or helping investors determine asset allocations — as well as at an implementation level — i.e., as a performance benchmark for...

    Jun 24, 2019

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  6. Press Release

    MSCI appoints Simone Bouch as Head of Australia and New Zealand Client Coverage

    Jun 3, 2019

    View  |  Related Products: Indexes , Risk Management Analytics , Real Estate Products & Services , ESG Products & Services

  7. Research Paper

    Assessing Control: Measuring And Assessing The Alignment Between Economic Exposure And Voting Power At Controlled Companies

    Where the controlling owners of a company have voting power that is disproportionate to their economic exposure, the company’s minority investors face some degree of increased risk. MSCI ESG Research’s ownership model enhances the ability of minority investors to assess ownership-related risks or benefits across two dimensions; it measures the level of control, and illuminates the motivations of the controlling entities. We extend this model by adding a third dimension, by measuring the...

    Apr 25, 2019

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  8. Research Paper

    Weighing the Evidence: ESG and Equity Returns

    Why has there been no clear consensus as to whether ESG has improved returns on a risk-adjusted basis? We find that many of the ESG investing methodologies used in studies were designed to meet social or ethical values and not financial objectives. To understand the link between companies’ ESG characteristics and their financial risk and performance, it is important to evaluate only the studies that use ESG methodologies specifically designed to identify financially relevant issues, such as...

    Apr 12, 2019

    View  |  Related Products: ESG Products & Services , Portfolio Management Analytics , Risk Management Analytics

  9. Press Release

    Bloomberg and MSCI expand ESG Fixed Income Index Suite to Canada

    Apr 10, 2019

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  10. Research Paper

    ESG Trends to Watch in 2019

    We highlight five of the most pressing challenges and opportunities ESG institutional investors face in 2019: how to deal with the massive amount of plastic waste generated each year; regulations focused on ESG investors; the earlier-than-expected effects of climate change; the big signal revolution and the role of corporate leadership in a world where we’ve seen the disintegration of walls between the executive suite and employees, markets and governments.   To read data from other...

    Jan 22, 2019

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Showing 1 - 10 of 293 entries