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Integrating ESG and Climate into Portfolios Intro

Today ESG and Climate risk is impacting all aspects of the financial industry. ESG and Climate-aligned assets are expected to exceed $50 trillion globally by 2025.1

Advisers with the knowledge and tools to understand the nuances of ESG and Climate investing and position client portfolios accordingly can deliver additional value to clients and strengthen relationships.

The ESG and Climate Guide for Advisers by MSCI ESG Research explains key sustainable investing concepts from the difference between ESG and impact investing to how to use reporting to learn about your client’s unique values.


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Understanding ESG and Climate Investing

Guides

Understanding ESG and Climate Investing

Understanding ESG and Climate Investing
(PDF, 1.23 MB) (opens in a new tab)

This guide offers the foundational knowledge needed for ESG and Climate Investing such as defining the E, S and G and the path to net-zero.


Integrating ESG and Climate into Portfolios

Integrating ESG and Climate into Portfolios

Integrating ESG and Climate into Portfolios
(PDF, 1.26 MB) (opens in a new tab)

In this guide we explain how to integrate ESG & Climate considerations into portfolio construction and reporting.


Talking to Clients about ESG and Climate

Talking to Clients about ESG and Climate

Talking to Clients about ESG and Climate
(PDF, 899 KB) (opens in a new tab)


Once you’ve established a baseline understanding of ESG and Climate, how should you discuss risk and return considerations with your clients?

 

You can share the ESG and Climate Guide for Advisers across your organization.

Complete Guide
(PDF, 3.5 MB) (opens in a new tab)


Understanding ESG and Climate for Advisers

Video Series

Understanding ESG and Climate for Advisers

Understanding ESG and Climate for Advisers (opens in a new tab)

Foundational videos to help you build your knowledge and explore these topics further.


ESG and Climate Guide for Advisers - related content cards

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1 Source: Bloomberg Intelligence