ESG story

ESG research


Understanding ESG investing

Understanding ESG investing

Research paper: We explain the different methodologies investors can use to integrate ESG considerations into a benchmark, assess their different financial and ESG characteristics and describe potential trade-offs.

A road map for resilient carbon-transition portfolios

A road map for resilient carbon-transition portfolios

Blog post: Is your portfolio ready for the transition to a low-carbon economy? Which companies, industries and sectors are positioned to benefit? Which ones entail greater risks?

Uber vs. Lyft: Who’s at the wheel?

Uber vs. Lyft: Who’s at the wheel?

Blog Post: Ride-sharing companies Lyft and Uber have similar business models but very different ownership structures. Why does this matter? 

Using alternative data to spot ESG risks

Using alternative data to spot ESG risks

Blog Post: The amount of ESG information disclosed by corporations is on the rise. However, investors still often lack a full understanding of potential financially relevant ESG risks. How can they gain a better sense of where their investments are most vulnerable to ESG-related disasters?

Assessing control: measuring and assessing the alignment between economic exposure and voting power at controlled companies

Assessing control: measuring and assessing the alignment between economic exposure and voting power at controlled companies

Research Paper: 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 provides a framework to assess ownership-related risks. Such a framework could assist investors in assessing governance risk or in prioritizing company engagements.

Weighing the evidence: ESG and equity returns

Weighing the evidence: ESG and equity returns

Research Paper: Why has there been no clear consensus as to whether ESG has improved returns on a risk-adjusted basis? Many ESG investing methodologies used in studies were designed to meet social or ethical values and not financial objectives. It’s important not to compare apples with oranges.

Need a Lyft? Why the IPO blew a tire

Need a Lyft? Why the IPO blew a tire

Blog Post: Lyft’s highly publicized initial public offering didn’t exactly go as planned, as share-price volatility and short-selling interest indicate. While it’s hard to know exactly why Lyft had such a tumultuous first week of trading, we posit a theory: The unequal voting rights might have caused investors to think twice.

Factors and ESG: the truth behind three myths

Factors and ESG: the truth behind three myths

Blog post: Contrary to popular belief, factors and ESG can live together. There may be value in challenging misperceptions about factor investing and ESG that have developed over time. 

What innovative companies and women on boards have in common

What innovative companies and women on boards have in common

Blog Post: Innovative companies such as Amazon, Nike and Visa may not seem to share many common characteristics. But we found a striking similarity around the number of women on these firm’s boards — as well as some other aspects that may surprise you.

Legislation

Access more information on ESG Investing for Corporate Issuers

MSCI ESG Research LLC. is a Registered Investment Adviser under the Investment Adviser Act of 1940. The most recent SEC Form ADV filing, including Form ADV Part 2A, is available on the U.S. SEC’s website at www.adviserinfo.sec.gov.

MIFID2/MIFIR notice: MSCI ESG Research LLC does not distribute or act as an intermediary for financial instruments or structured deposits, nor does it deal on its own account, provide execution services for others or manage client accounts. No MSCI ESG Research product or service supports, promotes or is intended to support or promote any such activity. MSCI ESG Research is an independent provider of ESG data, reports and ratings based on published methodologies and available to clients on a subscription basis.  We do not provide custom or one-off ratings or recommendations of securities or other financial instruments upon request.

ESG ADV 2A
ESG ADV 2B (brochure supplement)

Foundations of ESG investing

Foundations of ESG investing

How ESG affects equity valuation, risk and performance.

Introducing MSCI ESG fund ratings

Introducing MSCI ESG fund ratings

We’ve introduced ratings for 32,000 funds, helping clients understand the resiliency of portfolios to ESG risk and opportunities.

ESGNow

ESGNow

Host Matt Moscardi walks through the latest ESG news and research, from climate change to corporate action, in this weekly podcast.