All Listed equity articles – Page 9
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Technical guide
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.
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Technical guide
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.
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Case study
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
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Case study
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
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Case study
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.
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Case study
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.
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Technical guide
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.
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Technical guide
ESG integration techniques for equity investing
ESG factors can be integrated throughout a listed equity portfolio, right across the active-to-passive spectrum.
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Technical guide
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.
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Case study
Valuing the impact of increasingly stringent environmental regulation
Case study by Standard Life Investments
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Technical guide
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.
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Case study
Linking employee engagement to sustainable returns
Case study by Sycomore Asset Management
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Case study
Using proprietary tools to inform investment decisions and engagement
Case study by Hermes Investment Management
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