At the Intersection: Where ESG Matters to Factor Investing
Executive Summary From “How” to “Where” — For many investors, the conversation has shifted from how ESG matters (i. e. , performance) to where it matters. When ESG matters to an…
Real Estate and Its ESG Footprint: A Sector Strategy Perspective
Executive Summary A New GIC. On September 1, 2016, MSCI added Real Estate as a new sector, increasing the number of GICS sectors to 11. Real Estate through an ESG…
Evolving Lifecycles in an ESG Materiality Matrix
Executive Summary Evolving ESG Lifecycles. For most sectors, the likelihood of adverse ESG events and their potential financial impacts evolve through a lifecycle. ESG lifecycles determine the time it takes…
An Atypical Analysis of Industry Risks
Executive Summary Intangible Factors Can be Material Too. Most investors focus on tangible income statement and balance sheet items, but intangible factors can be material too. Analyzing Intangible Factors at…
Global Equity Strategy: Have You Put On Weight?
Integrating ESG Factors to Enhance Investment Decisions: Summary A First Step. Material sustainability issues matter to investment performance. While there is no consensus about the weight to be given to…
Country Valuation: An ESG Synthesis
Executive Summary An ESG Synthesis . Effective national governance (“G”) facilitates a country’s efficient transformation of environmental resources (“E”) into wealth. Both are strongly influenced by social factors (“S”).…
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