Extended Viewer

Extended Viewer is temporarily unavailable.

HTML Displayer Portlet

Contributions by Meggin Eastman

Extended-lister

Nothing was found.
  1. 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.

  2. BLOG

    2020 ESG trends to watch 

    Jan 13, 2020 Ric Marshall , Meggin Thwing Eastman , Linda-Eling Lee , Meggin Eastman

    ESG Research

    Learn More

    ESG themes are long-term, but some can emerge with sudden force. We are watching five trends we believe will unfold in 2020 to catapult ESG investing into the new decade.

  3. We highlight five trends we believe will unfold over 2020: Climate change innovators: spotting the sleeping giants; new terms for capital: ready or not, here comes ESG; Re-valuing real estate: investing in the eye of the hurricane; the new human capital paradox: Juggling layoffs and shortages; and keeping score on stakeholder capitalism: looking for accountability in all the new places.

  4. PAPER

    Human capital risks in a changing world 

    Nov 25, 2019 Meggin Eastman , Andrew Young

    Responsible Investing

    Download Document

    In a changing world, companies’ ability to recruit, retain, develop and engage their workers is more central to value creation than ever. Productivity and innovation capacity — and thus competitive position — depend on it. Through a wide-ranging literature review, we identified key measurable factors driving companies’ exposure to human capital risks. Competition for highly skilled talent and labor-intensive operations are the two key drivers; we identified seven others that potentially amplify these difficulties.

  5. BLOG

    Is the US tech sector ignoring minority talent? 

    Oct 1, 2019 Meggin Thwing Eastman , Meggin Eastman

    ESG Research

    Learn More

    Looking in one’s backyard for human capital.

  6. BLOG

    Looking inside ESG indexes 

    Aug 30, 2019 Meggin Thwing Eastman , Guido Giese , Meggin Eastman

    ESG Research

    Learn More

    Many investors want to stick to their values or beliefs, as well as meet certain financial objectives. How can ESG indexes  help them address these goals?

  7. BLOG

    What innovative companies and women on boards have in common 

    Mar 8, 2019 Meggin Thwing Eastman , Meggin Eastman

    ESG Research , Global Investing

    Learn More

    We examined constituents of the MSCI ACWI Index that had been recognized as innovators on one or more annual lists produced by Forbes, Fast Company, MIT Sloan and the Boston Consulting Group between 2015 and 2018.

  8. BLOG

    Silicon Valley’s women (on boards) problem 

    Jan 9, 2019 Meggin Thwing Eastman , Meggin Eastman

    ESG Research

    Learn More

    California companies with no women on their boards are going to have to quickly up their diversity game.

  9. MSCI ESG Research has been reporting annually on the state of women’s representation on corporate boards of directors since 2014.  As part of this evolving series we have added other areas of interest, relevant to the investment case for gender equality on boards, the differences in compensation regimes between male and female CEOs, and market specific corporate gender diversity issues, such as in Japan, and industry specific issues, such as those in Financials companies. This latest paper in the series provides an update on the state of female representation on corporate boards and in senior management for MSCI AWCI Index constituents as of October 16, 2018.

  10. PAPER

    Investing in the SDGs 

    Dec 14, 2018 Meggin Eastman , Kumar Neeraj

    Responsible Investing

    Download Document

    The 17 UN Sustainable Development Goals (SDGs) define the goal posts for delivering global sustainable development. While governments have developed the goals and signed up to their implementation, government action alone will not be enough to achieve them. This joint discussion paper from MSCI and the OECD proposes a framework for discussion around investment options and the potential role of institutional investors in achieving the SDGs and shares a proof-of-concept illustration of a hypothetical investable index for institutional investors in public equity markets that targets SDG needs.

  11. BLOG

    Aligning portfolios with UN Sustainable Development Goals 

    Dec 13, 2018 Meggin Thwing Eastman , Meggin Eastman

    ESG Research

    Learn More

    Is my money helping solve the world’s problems or making them worse? An increasing number of the beneficiaries of public funds, globally, are asking such searching questions about where and how their retirement funds are invested. Understanding how investments have an impact on societal issues can be much more complex and difficult to identify for institutional investors.

  12. BLOG

    “G” is just one part of the ESG story 

    Jun 26, 2018 Meggin Thwing Eastman , Panos Seretis , Meggin Eastman

    ESG Research

    Learn More

    When it comes to ESG (environmental, social and governance) investing, conventional wisdom holds that G is the only part that really matters, as a window into overall management quality and providing insights and value for investors. Our analysis suggests this has not been true; that the E and S aspects of ESG did help sort the truly outstanding firms from a group that already shares an array of robust financial traits.

  13. PAPER

    Enhancing Economic Value With ESG 

    Apr 19, 2018 Meggin Eastman , Panos Seretis

    Responsible Investing

    Download Document

    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.

  14. PAPER

    Bitter Pills - The US Opioid Crisis and Potential Impact on Healthcare Companies 

    Mar 20, 2018 Meggin Eastman , Val Sioson , Leslie Swynghedauw

    Investing (Investment Management) , Responsible Investing , Risk Management

    Download Document

    The US opioid crisis generates near-daily news headlines as opioids continue to kill Americans and draw many more into addiction. Companies that make and distribute prescription opioids find themselves under an uncomfortably hot spotlight as lawsuits and accusations of complicity pile up. In this paper, we parse out the ways different segments of the healthcare ecosystem have been implicated in the crisis, and to what degree. We draw on our MSCI ESG Controversies research and systematic assessment methodology to take an objective look at each company’s degree of alleged involvement and enable comparisons between different market players. Finally, we draw on our industry research to understand individual companies’ revenue exposure to opioids, both in absolute terms and as a percentage of total revenues, to model their positioning in the face of production restrictions and large scale litigation.

  15. PAPER

    Women on Boards and the Human Capital Connection 

    Mar 6, 2018 Meggin Eastman , Panos Seretis

    Investing (Investment Management) , Responsible Investing

    Download Document

    Studies have asked whether having multiple women on a board of directors has translated into better financial performance. But is that the whole story? Does the number of women on boards relate to a company’s overall human capital policies and its financial performance? Our findings suggest that the whole is greater than the sum of the parts. Companies with both a more diverse board and stronger talent management practices enjoyed higher growth in employee productivity compared to companies with a diverse board only and to companies with strong talent management practices only.

    Women on Boards Infographic

  16. PAPER

    Women on Boards: Progress Report 2017 

    Dec 11, 2017 Meggin Eastman

    Download Document

    MSCI ESG Research has reported annually on the state of women’s representation on corporate boards of directors since 2014, continuing the work begun by GMI Ratings in 2009. Over the course of 2018, we will provide a suite of analysis as part of the MSCI ESG Corporate Gender Diversity Series. In this paper we provide an update on the advancement of women on the boards and in the executive suites of large global companies. Overall progress has been slow, even lagging the business-as-usual rate of increase we anticipated in 2015. We now project that it will be at least 2028, rather than 2027, before 30% of MSCI ACWI Index company board seats are filled by women, if the current rate of increase remains unchanged. Nonetheless, there were a few surprises, which point to shifts that may be underway in specific markets.

  17. PAPER

    Have Corporate Controversies Helped or Hurt Performance 

    Oct 17, 2017 Meggin Eastman , Zoltán Nagy , Linda-Eling Lee

    Download Document

    A Study of Three Portfolio Strategies

    The broad effects of excluding entire business lines, typical of the more traditional values-aligned of a socially responsible portfolio, are generally understood. However, little research has been done on the performance implications of exclusions based on alleged corporate wrongdoing, though such exclusions are common. In this study, we investigate the risk and return impact of excluding companies involved in events negatively impacting stakeholders, testing three model portfolios with increasingly stringent criteria. This article has previously been published by the Journal of Environmental Investing 8, No. 1 (2017) and can be obtained at www.thejei.com.

  18. Japan’s government has set goals for increasing women’s participation and promotion in the business world, a policy that research shows could have substantial benefits for Japanese firms and the overall economy. Women are a historically underutilized resource in Japan; their greater participation and advancement in the workforce could have substantial benefits for the Japanese economy and long-term portfolio returns. The Japan Empowering Women Index (WIN) aims to overweight companies whose gender-diversity initiatives and track record are above average for their respective sectors as measured by recruitment, retention and promotion among top companies in the MSCI Japan IMI.

  19. 低迷する経済成長の中で、日本は職場における女性に着目し始めている。日本では歴史的に女性は充分には活用されてこなかったが、女性参画が進み、職場で活躍することは日本経済を利するという調査がある。日本政府は、ビジネス社会において女性の参画と昇進を増やすという明示的な目標を設定した。

  20. PAPER

    Has gender pay parity arrived in the executive suite? 

    Jan 20, 2017 Meggin Eastman

    Download Document

    The pace of women’s integration into corporate boards and executive suites around the world remains slow, and women’s pay still lags that of their male peers. But there is evidence that a shift is afoot in the U.S., MSCI research shows. Has gender pay parity arrived in the executive suite?

  21. PAPER

    The Tipping Point - Women on Boards and Financial Performance 

    Dec 13, 2016 Meggin Eastman , Damion Rallis , Gaia Mazzucchelli

    Investing (Investment Management) , Responsible Investing

    Download Document

    A growing body of research shows that having three women on a corporate board represents a “tipping point” in terms of influence, which is reflected in financial performance. U.S. companies that began the 2011-2016 period with at least three women on the board experienced median gains in Return on Equity (ROE) of 10 percentage points and Earnings Per Share (EPS) of 37%. In contrast, companies that began the period with no female directors experienced median changes of -1 percentage point in ROE and -8% in EPS over the study period.  However, a causal link was not established.

  22. PAPER

    Fossil Fuel Divestment: A Practical Introduction 

    Sep 20, 2016 Meggin Eastman

    Download Document

    This brief is aimed at institutional investors facing the possibility or necessity of divesting from some type of fossil fuel holdings. Approaches to explicit divestment have multiplied since the early days of the Carbon Tracker 200 list, as investors now have a better understanding of mechanisms to manage carbon in portfolios, including using revenue and power generation data in addition to reserves ownership. We found that the most common approaches are designed to optimize for fossil fuel elimination, carbon reduction, engagement, and stranded asset risk mitigation using narrow, moderate, or broad exclusionary criteria.

  23. PAPER

    Private Prisons: Options and Implications for Concerned Investors 

    Sep 8, 2016 Meggin Eastman , Jeffrey Losloso , Anne Cody

    Download Document

    Values-based institutional investors have long focused their attention on companies that run private detention and correctional facilities on behalf of federal and state governments due largely to concerns about charges of poor conditions. More recently, some private prison operators have become involved in immigration detention center operation as an expansion of their established operations in the for-profit prison business, while at the same time issues of displacement and refugee resettlement have repeatedly drawn worldwide attention. In the context of today’s migration crisis, some governments, particularly those of the US, the UK, and Australia, have turned to private prison operators to help house influxes of migrants and asylum seekers.

Regulation