Environmental, Social, and Governance Issues
Analysis of environmental, social and governance (ESG) issues is an important part of the investment process. CFA Institute encourages all investment professionals to consider material ESG factors when making investment decisions. The Institute is also strongly focused on developing educational tools on ESG for its members and for the broader investment management industry. Below are the most notable ESG posts selected by the ARX Editorial Team.
Select "Research" in the upper left-hand corner of the page to find more ESG content in ARX's repository of more than 4,000 posts.
WEBINAR: ESG Trends in APAC Markets: Laggards vs. Leaders
Which ESG themes are driving sector improvements? Who are the laggards and leaders in the various markets and what does this rise in ESG Ratings mean to investors? In this webinar we look at positive ESG trends in the APAC region, the most improved high risk ESG sectors, and the opportunities to turn an ESG laggard into a leader
26 October 2021 | CFA Institute, MSCI | Video: 1 hr 2 min.
VIDEO: Ice Cap Experience - Learn how global warming is threatening Canadian ice caves
Join us in this educational and beautiful virtual tour of the Canadian ice cap and learn how global warming is threatening the ice caves and its landscape.
12 October 2021 | MFS Investment Management | Video: 42 min.
VIDEO: Priming the NextGen for a Sustainable Future
These leaders share how their organizations adapt and build teams with skillsets that cater to the future. A future that requires resilience while ensuring sustainability from an environmental, social or governance perspective.
28 August 2021 | CFA Society Malaysia | Video: 1 hr 8 min.
Scenario Analysis as a Valuable Tool for Analyzing Climate Change Risks / 気候変動リスク対応としてのシナリオ分析
The paper describes what Japanese companies are doing in terms of disclosure in line with the TCFD recommendations, and describes scenario analysis as a valuable tool to evaluate climate change risk, focusing on NGFS.
13 September 2021 | Ryujiro Miki, CFA, Research Institute for Policies on Pension & Aging (RIPPA)
WEBINAR: Overview of "ESG Integration Framework" for Investment Analysis
CFA Institute partnered with The Securities and Exchange Commission Thailand to conduct a webinar to help enhance the knowledge of ESG investing for local practitioners. The webinar is targeting local intermediaries, with aims to equip them with fundamental understanding and knowledge in providing ESG-related services to investors.
7 September 2021 | CFA Institute, SEC Thailand, CFA Society Thailand | Video: 1 hr 32 min.
Global Investment ESG Trends for Hong Kong Companies to Focus On / 香港企業值得關注的全球四大ESG投資趨勢
Asset managers and investee companies are under pressure to deliver more when it comes to ESG, including demands from owners in more ESG mature/sophisticated markets. We present our top four global investment ESG trends that are looming.
3 September 2021 | The Chamber of Hong Kong Listed Companies: Fiona Donnelly, Christian Plath
The Journey to Net Zero
The landmark Paris Agreement marked a sea change in the global fight against climate change. Groundbreaking new datasets and index innovation are emerging, enabling investors to play an expanded role in achieving the goals.
28 July 2021 | S&P Dow Jones Indices: Mona Naqvi
Anticipating the Climate Change Risks for Sovereign Bonds
In the run-up to COP 26, reconciling the competing national agendas towards the global climate crisis remains a challenge. Understanding of the potential economic and financial risks, in the event of a disorderly transition or no transition at all.
10 August 2021 | FTSE Russell: Nicolas Lancesseur, Ph.D., Julien Moussavi, Ph.D.
WEBINAR: Responsible Investing - The ESG-Efficient Frontier
The question of whether ESG improves risk-adjusted returns continues to be debated. The investor's problem can be reduced to a trade-off between ESG and Sharpe ratio, and under this framework equilibrium asset prices satisfy an ESG-adjusted capital asset pricing model, showing when ESG increases or lowers the required return.
17 August 2021 | CFA Societies Australia, CFA Society Singapore | Video: 1 hr
Benchmarking the Green Bond Market: Adding impact to your fixed income strategy
In this paper FTSE Russell presents: an update on the growth in the impact of green bond markets; an outline of the evolving standards for defining green bonds and their role; and the importance of green bond indexes in measuring performance.
15 July 2021 | FTSE Russell: Joanne Saleeba, Lily Dai, Lily Chung
Anticipating the Climate Change Risks for Sovereign Bonds - Part 2: Insights on the financial impacts
This paper provides an innovative and practical methodology that measures the financial impact of climate change risks on sovereign fixed-income assets.
8 July 2021 | FTSE Russell: Julien Moussavi, Thomas Lorans
SI Indexes: Top-Down Targets or Bottom-Up Aesthetics?
A debate is brewing as to whether headline, or “top-down”, Sustainable Investment targets, such as carbon emission reductions or ESG uplifts, are consistent with stock level, or “bottom-up”, conditions required for successful corporate engagement.
8 July 2021 | FTSE Russell: Andrew Dougan, Elizaveta Nebykova
Fiduciary Duties – ESG and the Risk of Director Negligence
An overview of board members' ESG responsibilities and risks, and what role governance professionals can play in ensuring directors comply with their fiduciary duties.
23 June 2021 | The Hong Kong Institute of Chartered Secretaries: Fiona Donnelly, Kevin Bowers
Reducing Carbon Exposure in Australian Equities
An innovative way to reduce the carbon footprint of portfolios while constraining active risk is proposed in this paper, which evaluates the adoption of the S&P Global Carbon Efficient Index Methodology by the broad-based S&P/ASX 300.
4 May 2021 | S&P Dow Jones Indices: Akash Jain, Priscilla Luk, Tim Wang, Anurag Kumar
Climate Scenario Alignment, Net-Zero, and Uncertainty
The S&P Paris-Aligned & Climate Transition (PACT) Indices are designed to give investors confidence in following absolute decarbonization pathways.
6 May 2021 | Ben Leale-Green, S&P Dow Jones Indices
Big Data for ESG Investing: Practitioner's Brief
This practitioner's brief summarizes the CFA Institute 15 April 2021 webinar, which sheds some light on how WeBank, a Chinese digital-only bank, utilises AI and alternative data sources to generate proprietary real-time data for ESG investing
15 April 2021 | CFA Institute
WEBINAR: ESG and Sustainability - International Policies and Reporting Frameworks
As ESG and sustainable investing become centre stage, concerns that the inconsistency and variation in ESG-related disclosures, terminology, and investment approaches may give rise to confusion and misunderstanding has also risen. A slew of new regulations and standards globally are being implemented to tackle the issue of greenwashing, raise transparency and disclosure for the benefit of investor protection and product development.
9 June 2021 | CFA Institute | Video: 1 hr 15 min.
Climate Change Integration in the Investment Process: Practitioner's Brief
This practitioner's brief summarizes the CFA Institute 9 April 2020 webinar, on Climate Change and ESG Disclosures, which discusses a few of the most pressing questions that financial professionals have to guide them in making effective decisions.
9 April 2020 | CFA Institute
WEBINAR: Social and Sustainable Sukuk (Part 4 of the Islamic Finance Webinar Series)
With the global issuance of sustainable bonds reaching a record US$100 billion in the second quarter of 2020, and Shari’ah principles supporting profit-based initiatives with socio-economic impact, it should come as no surprise that social impact Sukuk are fast becoming a popular financing instrument.
3 June 2021 | CFA Institute | Video: 1 hr 39 min.
Future of Sustainability in Investment Management: Practitioner's Brief
This practitioner's brief summarizes the CFA Institute 23 March 2021 webinar, which explored key trends in the shift to sustainability in investment management and the kind of future it envisions.
23 March 2021 | CFA Institute
Mapping the Growth Trajectory of ESG Investing
After years on the fringe, sustainability concerns and those involving social, environmental, and governance (ESG) issues are now firmly part of mainstream investment thinking. Find out where ESG investing is headed.
4 June 2021 | Libby Bernick, GLG
WEBINAR: ESG Integration in Sovereign Bonds (Part 4 of the webinar series "ESG in Credit")
As appetite for ESG investments has grown, so has the question of if and how ESG factors may affect the analysis of sovereign debt issues. Risks from climate change, including the associated policy responses, have been under particular focus. For example, countries that are major fossil fuel exporters are most exposed to climate change transition risk, giving rise to stranded assets and significant uncertainties, with knock-on implications for debt servicing and repayment capabilities.
25 May 2021 | CFA Institute, Fitch Ratings | Video: 1 hr 18 min.
ESG – The Next Big Investment Theme in India
Investing is all about anticipating future events and pricing future risks and opportunities in today’s investment decisions. ESG risk and opportunities must be incorporated in the valuation of securities.
12 April 2021 | Labanya Prakash Jena
ESG Scores and Beyond: Contribution of themes to ESG Ratings - a statistical assessment
With the attention of investors being increasingly focused on sustainability issues, awareness of ESG ratings characteristics is essential, as it enables a better understanding of their meaning. This paper answers “What themes matter most in ESG?"
20 April 2021 | FTSE Russell: Kevin Ratsimiveh, Ruben Haalebos
WEBINAR: ESG Financing Requirements in Tropical Forestry
Although the forestry industry is an important contributor to the activities of countless sectors, it contributes to unsustainable pressure on the world’s forests, particularly in tropical regions. What kind of sustainability requirements do financial institutions place on forestry sector companies to address ESG risk and how do they follow up on compliance and progress?
21 April 2021 | FA Institute, CFA Society Singapore, ZSL SPOTT | Video: 1 hr 5 min.
WEBINAR: Economic and Market Impacts of Climate Change
A presentation of the CFA Institute report “Climate Change Analysis in the Investment Process”, followed by a discussion of economic and market implications of climate change, carbon pricing, and recent developments in carbon markets.
2 February 2021 | CFA Institute | Video: 59 min.
WEBINAR: Big Data for ESG Investing
Haishan Wu, vice general manager of AI department at Webank, shares insights on how Webank leverages AI to generate proprietary real-time data for ESG investing from a variety of sources, including satellite images, media reporting, and social media sentiment.
15 April 2021 | CFA Institute, Institute of Financial Technologists of Asia | Video: 1 hr 17 min.
Anticipating the Climate Change Risks for Sovereign Bonds
The deep economic changes necessary to achieve the Paris Agreement objectives require a consistent reallocation of resources. This gives the financial sector a key role in tackling climate change. Risk analysis is important in that perspective.
28 March 2021 | FTSE Russell: Nicolas Lancesseur, Thomas Lorans
WEBINAR: Future of Sustainability in Investment Management - War for ESG Talents?
In late 2020, CFA Institute published a report titled “Future of Sustainability in Investment Management” in which we explored the influences and drivers fuelling the sustainability trend and set out enablers and actions for investment firms, including the need to better integrate sustainability data and to develop sustainability expertise to meet client expectations with innovative products. Rhodri Preece, CFA, senior head of industry research at CFA Institute, shares key highlights and takeaways from the study.
23 March 2021 | CFA Institute, Hong Kong Green Finance Association | Video: 61 min.
VIDEO: Accessing the Expanding S&P 500 ESG Index Ecosystem
The S&P 500 ESG Index has redefined mainstream access to ESG, providing global investors with new tools designed to help them align objectives with their ESG values. This expanding ESG ecosystem is redefining the sustainable core.
21 February 2021 | S&P Dow Jones Indices: Mona Naqvi, Scott Ladner, Peter Horacek, and Bob Smith | Video: 58 min.
VIDEO: ESG - A Powerful Conversation You May Not Be Having With Your Clients
If an investment is destroying the planet we live on, or the society we are part of, is it really an investment at all? Are investment decisions only about a potential financial return, or perhaps about our own survival?
8 February 2021 | S&P Dow Jones Indices | Video: 45 min.
WEBINAR: Green, Social, and Sustainability Bonds
The third webinar in the series "ESG in Credit", presented by CFA Institute and Fitch Ratings, addresses the market outlook for the green, social, and sustainability bonds, the opportunities and challenges for investors, how best to avoid “greenwashing”, how to balance credit risk and impact considerations, and regulatory developments.
2 March 2021 | Mary Leung, CFA, Mervyn Tang, CFA, Kenneth Hui, Giorgio Valente, Sean Kidney | Video: 1 hr 31 min.
WEBINAR: ESG Performance and Impact in the Tropical Forestry Sector
Sustainable finance is needed more than ever to help address issues such as climate change, deforestation, or human rights violations. This webinar presents case studies from Robeco, an asset manager, and New Forests, a sustainable real assets investment manager, to support informed analysis and meaningful dialogue between financial institutions and tropical forestry sector companies.
26 February 2021 | Clara Melot, Adam Ng, PhD, Justin Mercer, Laura Bosch | Video: 1 hr 4 min.
WEBINAR: The Future Trends of Impact Investing in Asia
The goal of impact investing is to generate financial returns alongside measurable and positive social and environmental impact. Such investments provide capital funding to address the world’s most pressing challenges in sectors such as sustainable agriculture, renewable energy, and affordable and accessible basic services, including housing, healthcare, and education.
22 February 2021 | Maud Savary-Mornet, Ronie Mak, Dina Pons, Pierrick Balmain, CFA, Piotr Zembrowski, CFA | Video: 1 hr 17 min.
VIDEO: How Deeper Data Impacts ESG Investing
What’s the material impact of the ESG data and scores on index construction and risk/return? Join S&P DJI, UBS Asset Management, and S&P Global as they discuss the increasingly important role of market-leading ESG assessments.
25 January 2021 | S&P Dow Jones Indices: Jaspreet Duhra, Andrew Walsh, Manjit Jus | Video: 44 min.
Are Asian Companies More Carbon Efficient Than Their Global Peers?
To compare the carbon efficiency of Asian companies with their global peers, we evaluated the carbon decile ranks of companies in the S&P Global BMI Series for Australia, Hong Kong SAR, Japan, South Korea, China, India, and Taiwan.
7 January 2021 | S&P Dow Jones Indices: Liyu Zeng
WEBINAR: Sustainable and Responsible Investment
Experts from World Bank Malaysia, Bursa Malaysia, Securities Commission Malaysia, MSCI, EPF, CFA Society Malaysia, and CFA Institute discuss industry trends, opportunities and challenges focusing on sustainable and responsible investment practices with a focus on Malaysia's ambition as a sustainability-first nation.
4 February 2021 | Justin Ong, CFA; Tan Sri Abdul Wahid Omar; Firas Raad, PhD; Mary Leung, CFA; Chitra Hepburn, Mohamed Rozani Osman, Salmah Bee Mohd Mydin, Rohaya Mohammad Yusof | Video: 1 hr 45 min.
The New Financial Paradigm of Risk, Return, and Impact: Presentations from CFA Society Japan Series of Webinars on Impact Investing
Presentations from five CFA Society Japan 2020 webinars on impact investing cover current trends, management techniques, case studies, capital market perspectives, impact evaluation, and the outlook for the future.
3 February 2021 | CFA Society Japan, Fumi Sugeno, Kotaro Sueyoshi, Chunmei Huang, Toshiyuki Imamura, Naoki Chiba, Matt Christensen
WEBINAR: Sustainable Finance and Tropical Forestry
Sustainable finance is crucial in helping to address issues such as climate change, deforestation, or human rights violations, and to rise to the challenge of the Sustainable Development Goals. Tropical timber and pulp products are everywhere and their production carries ESG risks, but the tropical forestry sector and its supply chains have been under-scrutinized.
27 January 2021 | CFA Institute, ZSL SPOTT, CFA Society Singapore | Video: 1 hr 3 min.
VIDEO: Indexing Biodiversity: Examining Water as an Asset Class
Water is one of the world’s most essential commodities, but it is at risk from overuse, pollution, and soaring demand. S&P DJI’s Tianyin Cheng joins Redsand Ventures’ Colleen Becker to explore new tools for accessing water assets.
18 January 2021 | S&P Dow Jones Indices: Tianyin Cheng; Colleen Becker | Video: 8 min.
The FinTech Dividend: How Much Money Is FinTech Likely to Mobilize for Sustainable Development?
Does FinTech offer a new way of funding sustainable development? We find that roughly 3%-13% of funding required for the UN’s Sustainable Development Goals – or around $50 billion to $125 billion – could come from a FinTech dividend.
20 January 2021 | Bryane Michael
Survey: Making ESG Mainstream in Asian Portfolios
Although sustainable investment themes and practices are making steady in-roads across the region, the pace would increase with greater asset choice and standardised data, finds the latest AsianInvestor / S&P Dow Jones Indices ESG poll.
7 December 2020 | S&P Dow Jones Indices, AsianInvestor
SFC Consultation Paper on Climate-related Risks: A Response by CFA Institute and CFA Society Hong Kong
CFA Institute and CFA Society Hong Kong respond to the Consultation Paper on the Management and Disclosure of Climate-related Risks by Fund Managers, issued by the Securities and Futures Commission in Hong Kong SAR.
15 January 2021 | CFA Institute: Mary Leung, CFA; CFA Society Hong Kong: Richard Mak, CFA
2021 ESG Trends to Watch
Climate, ESG bubbles, disclosure, social inequality, biodiversity — the topics don’t get much bigger or more systemic. Here’s our analysis of the five ESG trends that will matter most to companies and their investors in 2021.
7 December 2020 | MSCI Inc: Linda-Eling Lee, Meggin Thwing Eastman, Arne Philipp Klug
Blended Finance: Catalysing Bankable Nature Solutions
Bankable Nature Solutions aim to reduce negative pressure on ecosystems, drive sustainability, and generate positive returns. Through blended finance, they create an environment for private investors to adopt a financially self-sustaining approach.
11 December 2020 | Thiaga Nadeson, Adam Ng, Katherine Lim, Siti Rizkiah, Norizan Mohd Mazlan, Sharon Lo, and Belinda Lip
Korean Listed Companies 2019 ESG Incident Report
This report is based on Who’s Good ESG Incident Analysis, powered by artificial intelligence algorithms and news data from 90+ local and national news media providers in Korea. It provides an overview of the corporate ESG incidents in 2019 for Korean listed companies.
11 December 2020 | Who's Good: Duk Chan Yoon, Maxim Nam, Vasundhara Dehiya, Soo Young Kim, Ju Yeon Lee, Emily Kim
Does ESG Affect Fundamentals?
ESG investing market has shown significant growth over the past decade, and it continues to grow rapidly. It has been proved that systematic analysis of ESG incidents in addition to using traditional ESG scores improves portfolio's returns.
11 December 2020 | Who's Good: Maxim Nam
Climate Finance Markets and the Real Economy: Sizing the Global Need and Defining the Market Structure to Mobilize Capital
The report calls for coordinated and concerted action by the public, social, and private sectors to significantly scale the Climate Finance Market Structure (CFMS) over the next three decades.
7 December 2020 | GFMA, BCG
WEBINAR: ESG Integration in Fixed Income in Practice
In this webinar, second in the series on ESG in credit, we have invited investment managers and asset owners to provide real life examples of how ESG is integrated into fixed income in practice, such as ESG evaluation methods, performance measurements, reporting practices and the design of ESG investment products.
17 November 2020 | CFA Institute ARX | Video: 1 hr 11 min.
Is Carbon Risk Priced in the Cross Section of Corporate Bond Returns?
We study the pricing of a firm's carbon risk in the cross-section of corporate bond returns. Contrary to the "carbon risk premium" hypothesis, we find bonds of firms with higher carbon emissions earn significantly lower returns.
12 October 2020 | Tinghua Duan, Frank Weikai Li, Quan Wen
Investing in Water for a Sustainable Future
The world is facing water shortages. Companies that address the crisis represent long-term opportunities. The S&P Global Water Index provides a liquid, diversified exposure to companies involved in water-related business activities.
8 October 2020 | S&P Dow Jones Indices: Tianyin Cheng, Claire Yi
Integration of ESG in Valuation – A Summary
With ample empirical evidence on how ESG factors affect corporates’ operating and financial performance, ESG has become a factor in investment decision making, presenting material risks and opportunities.
14 October 2020 | CFA Society India: Labanya Prakash Jena
ESG-Screening and Factor-Risk-Adjusted Performance: The Concentration Level of ESG-Screening Does Matter
The benefit of ESG-screening outweighs the cost of increasing diversifiable risk until about 50% of low score funds are excluded from the eligible universe. Investors need to treat the concentration level of ESG-screening as a search parameter.
29 October 2020 | Ick Jin
ESG Taxonomy for Securitized Products
Investors increasingly recognize the value of incorporating sustainable investment principles in financial analysis, but integration of these within fixed income has typically lagged behind equity due to complexity and data reliability.
28 October 2020 | FTSE Russell: Katie Prideaux, Vlad-lonut Ene
How to Build a Climate-Adjusted Government Bond Index
As climate risks accelerate, they are increasingly gaining attention from government bond investors, However, there remains a lack of climate-based investment products in fixed income, particularly in sovereigns.
28 October 2020 | FTSE Russell: Douglas Bourne Analyst, Lee Clements, Guillaume Emin, Thomas Lorans
Climate Change Concerns and Mortgage Lending
We examine whether beliefs about climate change affect loan officers’ mortgage lending decisions. We find that loan officers approve fewer mortgage applications and originate lower amount of loans in abnormally warm weather.
6 October 2020 | Tinghua Duan, Frank Weikai Li
Climate Change Governance: What can shareholders and bondholders do?
Four out of the top five risks facing the world today are related to climate change. They are recognized as material to the financial system. Uncontrolled climate change can severely affect financial performance of corporates in the coming decades.
1 October 2020 | Labanya Jena, CFA
An Introduction to Sustainable Investment
What is sustainable investing? Who uses is? Why is interest in it on the rise? What impact does a sustainability focus have on performance? How can investors implement a sustainable investment portfolio?
22 September 2020 | FTSE Russell
The S&P 500 ESG Index: Defining the Sustainable Core
The S&P 500 ESG Index, launched in April 2019, incorporates ESG values while offering benchmark-like performance. It includes over 300 of the original S&P 500 companies and reflects many of the attributes of the S&P 500.
22 September 2020 | S&P Dow Jones Indices: Mona Naqvi, Reid Steadman, Daniel Perrone
Sizing the Green Economy: Green Revenues and the EU Taxonomy
We explain the need for green taxonomies and summarize the approaches taken by the EU Taxonomy and FTSE Russell’s GRCS. We also explain how a Green Revenues data model can provide a stepping stone to comply with the EU Taxonomy regulation.
22 September 2020 | FTSE Russell: Jaakko Kooroshy, Lily Dai, Lee Clements
WEBINAR: Improving Transparency and Comparability of Investment Products with ESG-related Features
CFA Institute has issued a Consultation Paper on the CFA Institute ESG Disclosure Standards for Investment Products - a new, voluntary, global industry standard to establish disclosure requirements for investment products with ESG-related features.
21 September 2020 | CFA Institute: Chris Fidler, Deborah Kidd, Mary Leung, CFA | Video: 1 hr 28 min.
Passive Investment: Exposing Investors and the Earth to Climate Change Risk
A fully passive investment strategy is indifferent to climate change risk. Through carbon-neutral and or less-carbon intensive rule-based portfolio, stewardship, constant engagement, and proxy voting the climate change risk can be better managed.
10 September 2020 | Labanya Prakash Jena, CFA
WEBINAR: Timber, Pulp, and ESG Risk
This webinar helps financial practitioners understand the main ESG risks posed by the timber and pulp industry. The speakers discuss the challenges and opportunities they meet in the implementation of sustainable planting and forest management practices.
1 September 2020 | CFA Institute, ZSL SPOTT, CFA Society Singapore | Video: 1 hr 3 min.
The S&P/ASX 200 ESG Index: Integrating ESG Values into Core in Australia
The S&P/ASX 200 ESG Index is designed for investors wishing to integrate ESG factors into their core investments, while not straying far from the overall profile of the S&P/ASX 200.
25 August 2020 | S&P Dow Jones Indices: Daniel Perrone
Credit Risk for Unsustainable versus Sustainable Businesses
There is increasing evidence of higher credit risk for unsustainable, low-ESG, high-fossil fuel businesses, and a lower credit risk for sustainable, high-ESG, clean, regenerative, and renewable businesses. Investors, banks and regulators take note.
10 August 2020 | David Maywald
An Evolving Process: Analysis of China A-share ESG Ratings 2020 / A股上市公司ESG评级分析报告2020
A study of more than 1,700 listed companies based on SynTao’s own methodology analyzes their 2018-2020 ESG rating results, with a focus on A-share companies represented by the CSI 800 index constituent stocks.
近年间，我国监管部门、投资机构、上市公司及行业协会对ESG的重视日益提升，根据中国证券投资基金业协会调查统计，有87%的投资机构对ESG投资有所关注。上市公司的ESG表现成为市场在衡量企业投资价值时的重要维度。基于商道融绿 STαR ESG数据库及ESG风险雷达系统，我们对数据库收录的超过1700家上市公司进行分析，并重点系统分析以中证800指数3成分股为代表的A股上市公司2018-2020三年间ESG评级结果。
6 August 2020 | SynTao Green Finance - 商道融绿
WEBINAR: ESG in Fixed Income
Webinar Series: ESG in Credit - Part I, presented by CFA Institute and Fitch Ratings
The growth of ESG investing has created a demand for ESG products and services that meet the needs of asset owners and investment managers. Initially focused on equities, investors are nowalso looking at the much bigger fixed income universe, which includes corporate bonds, public finance, project finance, and structured debt. How do ESG factors affect credit risk and how is this reflected in credit ratings?
4 August 2020 | Mervyn Tang, CFA; Mary Leung, CFA | Video: 1 hr 4 min.
Integrating Sustainability and Responsible Investment into Asset Allocation
High-ESG assets having measurably lower risk, as well as historically higher returns. Sustainable Investment has practical applications for all aspects of AA. This presentation reviews current practices, and significantly expands into new territory.
1 August 2020 | David Maywald
About the Author(s)
Director: Scott Lee
Content manager, Editor: Piotr Zembrowski, CFA
Coordinator: Natalie Yiu