All A practical guide to ESG integration for equity investing articles – Page 2

Reports/Guides
ESG integration in sell-side equities research

Sell-side brokers integrate ESG information with traditional financial information – by leveraging their financial information systems, their access to company management, and the expertise of mainstream, sector-focused investment analysts – to improve research.
Case studies
Valuing the impact of increasingly stringent environmental regulation

Case study by Standard Life Investments
Case studies
Enhancing forecasted total risk models

Case study by Analytic Investors
Reports/Guides
ESG integration in passive and enhanced passive strategies

Some investors believe that as a manager cannot make active investment decisions in passive strategies, ESG factors cannot be integrated in passive investments as this may cause performance to deviate from the benchmark’s. Passive strategies can incorporate ESG factors, however.
Case studies
Linking employee engagement to sustainable returns

2016-09-05T00:00:00Z

Case study by Sycomore Asset Management
Case studies
Incorporating diversity

2016-09-05T00:00:00Z

Case study by Trillium Asset Management
Case studies
Using proprietary tools to inform investment decisions and engagement

2016-09-05T00:00:00Z

Case study by Hermes Investment Management
Case studies
Integrating sustainability issues into decision making

2016-09-05T00:00:00Z

Case study by Kepler Cheuvreux
Case studies
Evaluating ESG impact on project costs

2016-09-05T00:00:00Z

Case study by Morgan Stanley Research
Case studies
Identifying ESG factors' contribution to performance

2016-09-05T00:00:00Z

Case study by Auriel Capital
Case studies
Constructing a smart water index

Case study by Calvert Investments
Reports/Guides
Considering ESG integration in manager selection

Selecting an investment manager that can act in accordance with an asset owner’s investment preferences requires thorough due diligence of the manager’s investment approach and performance, investment process, stock selection and portfolio construction decisions.
Case studies
Sustainable workplace practices can help competitive positioning in the retail sector

2016-09-05T00:00:00Z

Case study by ClearBridge Investments
Case studies
Managing water risks to mitigate community concern

2016-09-05T00:00:00Z

Case study by MFS Investment Management
Case studies
Selecting equity managers: Interview with CalSTRS

2016-09-05T00:00:00Z

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 CalSTRS

2016-09-05T00:00:00Z

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
Calculating material ESG issues’ impact on fair value

2016-09-05T00:00:00Z

Case study by RobecoSAM
Case studies
Calculating labour standards' impact on revenue and discount rate

Case study by Union Investment
Reports/Guides
ESG integration in smart beta strategies

In smart beta strategies, ESG factors and scores can be used as a weight in portfolio construction to create excess risk-adjusted returns, reduce downside risk and/or enhance portfolios’ ESG risk profile.
Case studies
Feeding governance insights into smart beta strategies

Case study by Bank J. Safra Sarasin