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Matt Moscardi

Matt Moscardi

Executive Director, ESG Research

Matt Moscardi serves as co-chair of the MSCI ESG Editorial Board and Head of Financial Sector Research. Previously, Matt worked on ESG ratings in the financial sector. Prior to joining MSCI, he developed low-carbon investment programs and engaged with U.S. pension funds and asset managers as a manager at Ceres. Matt also founded an ESG hedge fund. He graduated with a B.A. from Brown University with a concentration in Computers and Music.

Research and Insights

Articles by Matt Moscardi

    Need a Lyft? Why the IPO Blew a Tire

    Blog | Apr 10, 2019 | Matt Moscardi , Alan Brett

    A week into the highly publicized IPO for Lyft Inc., the ride-sharing company, it’s hard to say it went exactly as planned.

    ESG Trends to Watch in 2019

    Blog | Jan 22, 2019 | Matt Moscardi , Linda-Eling Lee

    The long haul many are bracing for has already started for ESG investors. Each of our five ESG trends to watch in 2019 contain potentially overlooked costs – and opportunities.

    2018 ESG Trends to Watch

    Research Report | Jan 16, 2018 | Matt Moscardi , Linda-Eling Lee

    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...

    Regulatory Easing: Potential Impact on Energy Sector

    Research Report | Jun 1, 2017 | Matt Moscardi , Manish Shakdwipee

    Using market returns as a starting point, we focus on the U.S. energy sector to better understand how the possibility of regulatory easing could affect sector, company and investor performance. For the energy sector, we suggest that regulatory changes alone may be unlikely to upend global supply and demand dynamics for fossil fuels, with renewable energy adoption driven by global market-led factors extending beyond regulations in a single market. Falling demand for fossil fuels due to...

    Women in Finance - Do Financial Firms Maximize Their Talent Supplies?

    Research Report | Feb 17, 2017 | Matt Moscardi , Gaia Mazzucchelli

    Rather than understanding gender through the lens of performance, our approach to this paper was to understand whether the gender gap was a function of talent and labor availability rather than cultural bias.  In short – do financial firms maximize their available talent and labor supplies? MSCI ESG Research estimated the available supply of talent workforce in any given country and mapped them to individual financial firms based on the geographies where they operate and recruit talents...

    2017 ESG Trends to Watch

    Research Report | Jan 12, 2017 | Matt Moscardi , Linda-Eling Lee

    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.

    Fund Transparency: Exploring the ESG Quality of Fund Holdings

    Research Report | Mar 8, 2016 | Matt Moscardi , Laura Nishikawa , Ken Frankel

    To solve for the next generation of investors’ demands for greater transparency around the ESG characteristics of their investments, MSCI ESG Research is introducing the concept of ESG Quality with the calculation of a Fund ESG Quality Score across over 21,000 mutual funds and ETFs. Funds with higher scores are comprised of companies managing their ESG risks relative to industry peers.

    Fund Transparency: Exploring the ESG Quality of Fund Holdings - Excerpt

    Research Report | Mar 8, 2016 | Matt Moscardi , Laura Nishikawa , Ken Frankel

    To solve for the next generation of investors’ demands for greater transparency around the ESG characteristics of their investments, MSCI ESG Research is introducing the concept of ESG Quality with the calculation of a Fund ESG Quality Score across over 21,000 mutual funds and ETFs. Funds with higher scores are comprised of companies managing their ESG risks relative to industry peers.

    2016 ESG Trends to Watch

    Research Report | Jan 11, 2016 | Matt Moscardi , Ric Marshall , Laura Nishikawa

    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.

    Women on Boards: Global Trends in Gender Diversity

    Research Report | Nov 30, 2015 | Matt Moscardi , Ric Marshall , Damion Rallis

    Many institutional investors are increasingly focused on the gender composition of company boards. Our latest research shows that companies in the MSCI World Index with strong female leadership generated a Return on Equity of 10.1% per year versus 7.4% for those without, as of September 9, 2015, though we could not establish causality. We found that companies lacking board diversity suffered more governance-related controversies than average. Global asset owners are promoting a 30% global...

    RE EXAMINING THE TAX GAP

    Research Report | Jun 3, 2015 | Matt Moscardi , Gaurav Trivedi , Manish Shakdwipee

    Since our analysis in December 2013 on the diversity of tax rates paid by MSCI World companies, the regulatory outlook has shifted substantially. In our updated analysis, we identify 243 companies (out of 1,093 relevant1 companies within the MSCI World Index constituents) as having a large tax gap, paying an average rate of 17.7%, versus 34.0%, if these companies were paying taxes in the jurisdictions where they generate revenues.