All A practical guide to ESG integration for equity investing articles
-
Case studiesSelecting stocks through a modular investment process
Case study by Arabesque Asset Management
-
-
-
Case studies
Joining financial and long-term sustainable performance objectives
Case study by AXA Investment Managers
-
-
Case studies
Reviewing existing holdings
Case study by Boston Trust and Investment Management Company
-
-
Reports/Guides
ESG integration in fundamental strategies
When integrating ESG factors into investment analysis, they are examined alongside other valuation drivers. It has been more common to process ESG factors through qualitative analysis, but investors are increasingly also quantifying and integrating ESG factors into financial forecasting and company valuation models, in alignment with other financial factors.
-
Reports/Guides
ESG integration in quantitative strategies
ESG integration has historically only been associated with fundamental strategies, but this perception is slowly changing as several quant managers are now integrating ESG factors into their valuation models and investment decisions.
-
Reports/Guides
The impact of ESG integration on the investment process
Fully integrating ESG factors into a new or existing investment process takes time and often requires trial and error. Many variables are involved and approaches differ between organisation and even between teams.
-
Reports/Guides
Monitoring managers' ESG integration
To review investment performance and managers’ integration practices, asset owners: organise periodic monitoring meetings with investment managers; ask them to complete questionnaires/regularly report; and/or use methods such as peer analysis, internal scoring systems and portfolio analytic tools.
-
-
-
-
Reports/Guides
ESG integration techniques for equity investing
ESG factors can be integrated throughout a listed equity portfolio, right across the active-to-passive spectrum.
-
Reports/Guides
A practical guide to ESG integration for equity investing
To guide investors – both asset owners and investment managers – who are implementing ESG integration techniques in their investment decisions and processes, this report is the most comprehensive description to date of what ESG-integrated analysis is, and how it works in practice.
-
Case studies
Selecting equity managers: Interview with Zurich Insurance Group
Part of an interview series with Zurich Insurance Group, The Pensions Trust, California State Teachers’ Retirement System (CalSTRS) and Environment Agency Pension Fund on selecting, appointing and monitoring managers
-
Case studies
Selecting equity managers: Interview with The Pensions Trust
Part of an interview series with Zurich Insurance Group, The Pensions Trust, California State Teachers’ Retirement System (CalSTRS) and Environment Agency Pension Fund on selecting, appointing and monitoring managers
-
Case studies
Monitoring equity managers: Interview with The Pensions Trust
Part of an interview series with Zurich Insurance Group, The Pensions Trust, California State Teachers’ Retirement System (CalSTRS) and Environment Agency Pension Fund on selecting, appointing and monitoring managers.
-
Case studies
Monitoring equity managers: Interview with Zurich Insurance Group
Part of an interview series with Zurich Insurance Group, The Pensions Trust, California State Teachers’ Retirement System (CalSTRS) and Environment Agency Pension Fund on selecting, appointing and monitoring managers.
