Integrated Analysis

These equity research highlights are an update to the PRI’s February 2013 publication:

Integrated Analysis: How investors are addressing environmental, social and governance factors in fundamental equity valuation.

Click on the map above to access the updates, organised by region. 

Following continued investor interest, the PRI Integration Working Group invited further examples of integrated equity analysis in May 2013. The group sought published research that demonstrated the use of ESG information in an equity valuation model. 17 research notes were submitted by leading global brokers and, following a review by the working group members, two notes were selected for presentation at a panel at PRI in Person this year. A recording of the Cape Town panel, ‘Integrated Analysis: brokers demonstrate their best examples of integrated equity research’, together with the presentation slides, can be found here.

Click on the map above to see the nine notes that received a vote from working group members. Signatories can access the full notes via the broker research portal or by contacting the analyst directly. The notes are intended for:

  • Investment managers and analysts looking to integrate ESG factors into their valuation processes.
  • Asset owners looking to ensure managers are proficient in their understanding of ESG risks and opportunities.
  • Listed companies interested in how investors are analysing and valuing their ESG performance.