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Showing 101 - 131 of 131 entries

  1. BLOG

    Can the right benchmark improve your vision? 

    Jul 26, 2018 Guillermo Cano

    ESG Research

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    As interest in ESG investing continues to grow, so does the number of actively managed strategies that integrate environmental, social and governance considerations into their investment processes. However, institutional investors and managers have been benchmarking many of these ESG-tilted strategies against standard market-cap-weighted indexes. While these indexes provide a broad basis for evaluating performance, they lack the ability to provide the insights that might be gained from ESG-focused benchmarks.

  2. BLOG

    “G” is just one part of the ESG story 

    Jun 26, 2018 Panos Seretis , Meggin Thwing Eastman

    ESG Research

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    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.

  3. BLOG

    Can China A share issuers adapt to ESG realities? 

    Jun 13, 2018 Olga Emelianova

    ESG Research

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    Now that China A shares have partially entered some mainstream MSCI indexes, institutional investors and other stakeholders are raising questions about Chinese constituents’ ESG track records and potential risks from these new exposures in their portfolios.

  4. BLOG

    How can active managers put ESG to work? 

    May 15, 2018 Dimitris Melas

    ESG Research

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    Our research shows how favorable ESG characteristics have historically had a positive impact on equity valuation, risk and performance. But many active managers may have concerns that using ESG data could disrupt their investment process and introduce unintended biases to the portfolio.

  5. BLOG

    Women on boards: One piece of a bigger puzzle 

    Mar 6, 2018 Meggin Thwing Eastman

    ESG Research

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    Previously, we have asked whether the number of women on boards has a relationship to corporate financial performance. Research suggests that it has. But is that the whole story?

  6. BLOG

    2018 ESG Trends to Watch 

    Jan 16, 2018 Linda-Eling Lee

    ESG Research

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    Bigger, faster, more. Whether due to policy, technological or climatic changes, companies face an onslaught of challenges that are happening sooner and more dramatically than many could have anticipated.

  7. BLOG

    Has ESG affected stock performance? 

    Nov 29, 2017 Guido Giese

    ESG Research

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    Are ESG characteristics tied to stock performance? Many researchers have studied the relationship between companies with strong environmental, social and governance (ESG) characteristics and corporate financial performance. A major challenge has been to show that positive correlations — when produced — explain the behavior. As the classic phrase used by statisticians says, “correlation does not imply causation.”

  8. BLOG

    How Funds Are Positioned for a Low-Carbon Future 

    Oct 25, 2017 Manish Shakdwipee

    ESG Research

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    As the world moves toward a low-carbon future, companies of many stripes are adopting renewable and clean-energy technologies. That, of course, has implications for stocks and the portfolios that hold them. How can asset owners understand the carbon-transition risks in their portfolios?

  9. BLOG

    Integrating ESG criteria into factor index construction 

    Sep 27, 2017 Stuart Doole

    Factor Indexes , ESG Research , Factors , Factor Investing

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    Institutional investors increasingly are moving toward integrating ESG criteria into their portfolios and their factor allocations, in particular. This shift is driven by their recognition of the financial relevance of ESG issues to their risk management and their focus on long-term sustainable investing.

  10. BLOG

    How Institutional Investors Are Responding to Climate Change 

    Sep 14, 2017 Manish Shakdwipee

    Equity Themes , ESG Research , Fixed Income

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    How are institutional investors tackling climate-change risk in their portfolios? Thanks partly to global initiatives such as the Montreal Pledge and the Portfolio Decarbonization Coalition, both launched in 2014, many institutional investors have moved quickly to understand the long-term portfolio implications of climate change and to adopt climate-risk management techniques.

  11. BLOG

    Investing for the Long Run: ESG and Performance Drivers 

    Sep 4, 2017 Zoltán Nagy

    Equity Themes , ESG Research

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    We see a growing number of institutional investors seeking to avoid financial risks associated with environmental, social and governance (ESG) factors, or even to enhance returns by investing in companies that have strong ESG track records. As we wrote in an earlier blog post, these investors are typically looking to limit the number of companies excluded from their portfolios, both to avoid sacrificing diversification and to be active owners able to engage with corporate management.

  12. BLOG

    Pursuing ESG Standards and Diversification 

    Jul 27, 2017 Laura Nishikawa

    ESG Research

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    Many of the world’s largest institutional investors are integrating ESG standards into their investment strategies. But they face a challenge: Excluding every objectionable firm or selecting only ESG (environmental, social and governance) leaders can slash the number of acceptable stocks by half while foreclosing on opportunities for dialogue and engagement. How can institutions implement ESG principles without sacrificing diversification or abandoning efforts to improve corporate conduct?

  13. BLOG

    職場における女性活躍推進 

    Jul 5, 2017 Meggin Thwing Eastman

    ESG Research

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    「アベノミクス」と言われる経済振興策の一環として、企業及び政府における女性参画を強化するために、日本政府は2020年までにリーダーシップの地位における女性比率を30%にするというゴールを設定した。

  14. BLOG

    The USD 220 billion global tax gap: Implications for institutional investors 

    Mar 2, 2017 Linda-Eling Lee

    ESG Research

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    Buoyed by populist sentiment, regulators around the world are considering ways to close corporate tax loopholes and narrow the gap between the statutory tax rate and what companies actually pay. The effort could have significant consequences, both for corporations and for institutional investors who engage portfolio companies over the sufficiency of their tax-related disclosures with the goal of avoiding unforeseen risks.

  15. BLOG

    How to integrate ESG without sacrificing diversification 

    Feb 8, 2017 Laura Nishikawa

    ESG Research , Global Investing

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    As institutional equity investors increasingly think about the long term, they may adjust their portfolios to accommodate environmental, social and governance (ESG) concerns in their investment decision-making processes. That can be particularly challenging for the largest investors, such as pension funds and endowments, whose portfolios span the entire equity market.

  16. BLOG

    ESG Trends in 2017: A fundamental rethink? 

    Jan 12, 2017 Linda-Eling Lee

    ESG Research

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    This year may ring the bell on 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?

  17. BLOG

    The tipping point: Women on boards and financial performance 

    Dec 13, 2016 Linda-Eling Lee

    ESG Research

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    msci women on boards 2016 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. Our analysis from last year looked at a snapshot of global companies in 2015 with strong female leadership, finding that they enjoyed a Return on Equity of 10.1% per year versus 7.4% for those without such leadership.

  18. BLOG

    Integrating ESG into Factor Portfolios 

    Nov 30, 2016 Dimitris Melas

    ESG Research , Factors

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    Over the past decade, many long-term institutional investors have incorporated Environmental, Social and Governance (ESG) considerations into their portfolios, by creating segregated ESG mandates or by incorporating ESG criteria across the entire portfolio.

  19. BLOG

    Your portfolio’s carbon footprint may be smaller than you think 

    Sep 2, 2016 Linda-Eling Lee

    ESG Research

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    In recent years, many institutional investors have committed to measure and lower exposure to carbon emissions in their portfolios. But that presents a challenge: how to estimate such exposure, given the lack of disclosure by most companies about their carbon emissions?

  20. BLOG

    Are CEOs Paid for Performance? 

    Jul 25, 2016 Ric Marshall

    ESG Research

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    Has CEO pay reflected long-term stock performance? In a word, “no.”. Companies that awarded their Chief Executive Officer (CEOs) higher equity incentives had below-median returns based on a sample of 429 large-cap U.S. companies from 2005 to 2015.

  21. BLOG

    The Crisis of Affordability in Real Estate 

    Jun 8, 2016 Linda-Eling Lee

    ESG Research

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    Two-thirds of the world’s population is expected to live in cities by 2050, up from 54% in 2014, according to the United Nations. Yet, as of the end of 2015, we found that housing for people in the middle of the income pyramid is unaffordable for most cities and countries that we studied.

  22. BLOG

    Incorporating sustainable impact in your investment process 

    Apr 12, 2016 Laura Nishikawa

    ESG Research

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    Institutional investors increasingly are looking for ways to steer capital toward companies that help to address major social and environmental challenges.

  23. BLOG

    MSCI INTRODUCES ESG QUALITY SCORES FOR MUTUAL FUNDS, ETFs 

    Mar 8, 2016 Eric Moen

    ESG Research

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    A new initiative by MSCI ESG Research is designed to allow asset managers to differentiate funds based on the environmental, social and governance (ESG) characteristics of the underlying investments.

  24. BLOG

    2016 ESG TRENDS TO WATCH: OPPORTUNITIES AND RISKS 

    Jan 11, 2016 Linda-Eling Lee

    ESG Research

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    Environmental, social and governance concerns may play a growing role in investment matters in 2016. These trends reflect a softening economy, a long-term shift to a low carbon economy, a generational changeover and institutional forces.

  25. BLOG

    RAISING MINIMUM GOVERNANCE STANDARDS 

    Dec 4, 2015 Linda-Eling Lee

    ESG Research

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    Institutional investors concerned with excessive investor and corporate focus on short-term results are seeking to improve minimum corporate governance standards of their portfolio companies.

  26. BLOG

    Women on Boards: Global Trends in Gender Diversity 

    Nov 30, 2015 Linda-Eling Lee

    ESG Research

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    Many institutional investors are increasingly focused on the gender composition of company boards, according to our research. Some studies show significant outperformance by companies with women on boards, though no one can show a direct link between the two.

  27. BLOG

    OWNERSHIP FORMS AND GOVERNANCE CONTROL 

    Aug 4, 2015 Ric Marshall

    ESG Research

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    Just as the MSCI ACWI Index includes companies representative of a diversity of industries and equity markets, it also includes a diversity of ownership forms, ranging from fully controlled companies to those companies that are so widely held that their largest shareholder owns no more than 2% of shares.

  28. BLOG

    CAN ESG ADD ALPHA? 

    Jun 17, 2015 Remy Briand

    ESG Research

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    Interest in Environmental, Social and Governance (ESG) mandates has grown considerably over the past few years, but some institutional investors remain concerned that inclusion of ESG factors may come at the cost of weaker risk-adjusted returns. Our research shows that this is not necessarily the case.

  29. BLOG

    RE-EXAMINING THE TAX GAP FOR MSCI WORLD COMPANIES 

    Jun 3, 2015 Linda-Eling Lee

    ESG Research

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    Regulatory authorities are now taking a much tougher approach to corporate tax rates. Since we explored the topic in December 2013 (The ‘Tax Gap’ in the MSCI World), the regulatory outlook has shifted substantially.

  30. BLOG

    DO ENTRENCHED BOARDS HELP OR HURT STOCK PERFORMANCE? 

    May 21, 2015 Ric Marshall

    ESG Research

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    Do entrenched boards help or hurt stock performance of publicly held companies? We found that the involvement of entrenched boards, particularly at family-dominated firms, was a positive attribute over the five-year period ending March 2015, in both the U.S. and emerging markets.

  31. BLOG

    ESG TRENDS TO WATCH FOR 2015 

    Mar 23, 2015 Laura Nishikawa

    ESG Research

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    We head into the new year with the backdrop of swooning oil prices and (re)newed geopolitical fault‐lines, juxtaposed against a return to growth in the US and emergence of the next generation of tech darlings.

Showing 101 - 131 of 131 entries