Extended-lister
Showing 431 - 440 of 696 entries
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Research Report
Foundations of ESG Investing – Part 4: Integrating ESG into Factor Strategies and Active PortfoliosHow can ESG characteristics be integrated consistently across factor-based and active equity allocations? In Part 4 of the Foundations of ESG Investing paper, we discuss two approaches to applying ESG ratings to factor-based allocations – a one-step and a two-step approach – asking which has done a better job at combining the underlying strategy with ESG while maintaining exposure to target factors. We then investigate overlaying ESG ratings and ESG momentum on the historical holdings of...
Indexes ESG Products & Services
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Research Report
US Department Of Labor Guidance On ESG Investing Emphasizes Economic RelevanceInvestors are still digesting the U.S. Department of Labor’s new guidance on environmental, social and governance (ESG) investing. Our initial take: We think the guidance supports consideration of the financial merits of ESG investing.
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Research Report
Foundations of ESG Investing – Part 3: Integrating ESG into Indexed Institutional PortfoliosAccording to recent surveys, asset owners’ have shifted their main focus to ESG’s financial benefits, as opposed to social benefits. In the third part of this paper, we discuss how ESG can be integrated into indexed allocations using MSCI ESG Ratings, which provided better risk-adjusted returns from August 2010 to December 2017 than the MSCI ACWI Index. We used existing best-in-class selection-based index methodologies (the MSCI ESG Leaders Index) for the creation of hypothetical global and...
Indexes ESG Products & Services
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Research Report
Enhancing Economic Value With ESGIn 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.
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Press Release
Record Year of Growth for MSCI ESG ResearchPDF
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Research Report
Bitter Pills - The US Opioid Crisis and Potential Impact on Healthcare CompaniesThe 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...
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Research Report
Investor Responses to Gun ViolenceGun control has long been a contentious issue in American political discourse, repeatedly brought back to the fore in the aftermath of mass shootings. This Executive Summary Screening Guide is aimed primarily at investors looking to understand the options for introducing a firearms investment policy, the potential investment implications, and the specific criteria used in evaluating companies with ties to firearms manufacturing and retailing.
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Research Report
Women on Boards and the Human Capital ConnectionStudies 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...
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Research Report
2018 ESG Trends to WatchWhether 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...
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Press Release
ESG index adoption continues to grow as MSCI license two flagship ESG indexes to asset managerPDFIndexes ESG Products & Services