Our Research team produces in-depth thematic and sector reports, connecting environmental, social and governance issues with industry and equity market analysis to identify investment opportunities and risks at the sector level. Our equity strategy work informs our asset allocation decisions, and we use our thematic work to engage asset managers in an ongoing dialogue on critical investment issues.
February 16, 2017
At the Intersection: Where ESG Matters to Factor Investing

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…

December 19, 2016
Real Estate and Its ESG Footprint: A Sector Strategy Perspective

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…

September 29, 2016
Evolving Lifecycles in an ESG Materiality Matrix

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…

May 26, 2016
An Atypical Analysis of Industry Risks

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…

April 7, 2016
Global Equity Strategy: Have You Put On Weight?

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…

February 22, 2016
Country Valuation: An ESG Synthesis

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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