Português
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Reports/Guides
Fiduciary duty in the 21st century: Brazil roadmap
As a step towards implementing Fiduciary duty in the 21st century ’s recommendations, the Brazil roadmap makes recommendations in five categories: regulatory action, investor education, corporate reporting, stewardship and engagement and industry guidance.
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Reports/GuidesA 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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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.
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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.
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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.
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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.
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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.
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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.
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Reports/Guides
Assessing external managers' approach to ESG integration
To integrate ESG considerations into their externally managed assets, asset owners (or their investment consultants) will assess external managers’ integration practices.
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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.
