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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 main menu to find more ESG content in ARX's repository of more than 4,000 posts. 

Financing Food Systems Decarbonisation: The Forgotten Sector

How financial institutions may support the transformation of the food system via allocating funds to innovative  business models in mitigating carbon emissions, utilizing innovative financing model to fund climate-smart food production.

21 December 2021 | Asian Institute of Chartered Bankers: Adam Farhan, Fatin Zani

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From Grass to Mass: An Index-Based Approach to Measuring Greenium in Green Bonds

Green bonds have historically exhibited a green premium—or "greenium"—meaning they have lower yields compared to non-green bonds with otherwise similar characteristics.

13 December 2021 | S&P Dow Jones Indices

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InsuranceTalks: Exploring ESG Implementation in the Insurance Space

What obstacles is ESG adoption facing in the insurance space? What is changing and what further developments are needed to help make ESG more accessible in insurance?

8 November 2021 | S&P Dow Jones Indices

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Bringing ESG Considerations to Equal-Weight Indices

Equal-weight indices can have many benefits, notably long-term outperformance—largely driven by exposures to small size and value, along with their associated risk premia—as well as reduced concentration in the largest names.

17 December 2021 | S&P Dow Jones Indices

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“Do No Significant Harm” and “Minimum Safeguards” in Practice: Navigating the EU Taxonomy Regulation

This paper analyses the DNSH and MS requirements within the Climate Delegated Act, transforming them into sustainable investment data points and proposing data solutions to assess the EU taxonomy alignment of activities, companies and portfolios.

17 December 2021 | FTSE Russell: Lily Dai, Sarah Williams, Jaakko Kooroshy, Lee Clements

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Sustainability in Fixed Income: Key Developments and Investment Considerations

This paper presents key developments in ESG investing and considerations for fixed income investors when integrating sustainability into the investment process.

17 December 2021 | MFS Investment Management: Pilar Gomez-Bravo, Mahesh Jayakumar

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WEBINAR: Introducing the First Global Voluntary ESG Disclosure Standards

The purpose of the CFA Institute Global ESG Disclosure Standards for Investment Products is to facilitate fair representation and full disclosure of an investment product’s consideration of ESG issues in its objectives, investment process, or stewardship activities. When investment products’ ESG approaches are fairly represented and fully disclosed, investors, consultants, advisors, and distributors can better understand, evaluate, and compare investment products, and the potential for greenwashing diminishes.

15 December 2021 | CFA Institute | Video: 62 min.

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Do Physical and Transition Climate Risks Translate Into Investment Risks?

As climate risk becomes better understood, interest in ESG investing grows. Jaspreet Duhra, Global Head of ESG Indices, and Muhammad Masood, Director of iShares Sustainable Investing, explore what’s driving heightened adoption of ESG strategies.

4 November 2021 | S&P Dow Jones Indices

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An ESG Analysis of the COVID-19 Crisis

In this study, we ask whether ESG resilience is the key to a well-managed pandemic such as COVID-19. Using our in-house model, ESG Factor-IN, we make the link between ESG performance and the human casualties of the pandemic. 

6 December 2021 | FTSE Russell: Julien Moussavi, Lazar Karapandza

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Do Managers Walk the Talk on Environmental and Social Issues?

We train a deep-learning model on various corporate sustainability frameworks in order to construct a comprehensive Environmental and Social (E&S) dictionary that incorporates materiality, and examine whether firms walk their talk on E&S issues.

This paper was submitted for the Asia Pacific Research Exchange Award at the 2021 New Zealand Finance Meeting.

26 November 2021 | Sudheer Chava, Wendi Du, Baridhi Malakar

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WEBINAR: CFA Institute Certificate in ESG Investing

This info session highlights the latest trends and opportunities in the ESG investment space and demonstrates how the Certificate in ESG Investing provides investment professionals with the expertise and insights needed to integrate ESG factors into investment decisions, preparing you with skills to excel now and in the future. 

7 December 2021 | CFA Institute | Video: 59 min.

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Towards Investor-Oriented Carbon Targets Data

This paper proposes a TCFD-aligned framework for standardising and improving the quality of corporate GHG emissions reduction targets, and recommends further alignment and wider publication of targets.

23 November 2021 | FTSE Russell: Jaakko Kooroshy, Felix Fouret, Charles Dodsworth, John Simmons

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The COP26 Net Zero Atlas

Our first Net Zero Atlas surveys countries’ latest climate targets and mitigation strategies, and calculates the implied temperature rise (ITR) associated with individual national climate goals.

23 November 2021 | FTSE Russell: Nicolas Lancesseur, Colin Subtil, Camille Cros, Jaakko Kooroshy

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Analyzing Active Fund Managers’ Commitment to ESG: Evidence from the United Nations Principles for Responsible Investment

The UN PRI is the largest global ESG initiative in the asset management industry. Do firms that become PRI signatories make significant changes in their funds to integrate ESG in their investment process? 

22 November 2021 | Aaron Yoon, Soohun Kim

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Incorporating ESG into US Equity Benchmarks

To incorporate ESG into a broad US market index, deviation was needed from the risk and return of the underlying benchmark. Find out in this paper how FTSE Russell’s ESG Target Exposure approach can become a substitute for the traditional benchmarks.

16 November 2021 | FTSE Russell: Tony Campos, Carolyn Eagle

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Applying ESG Factors to Government Bond Indices

What is the best way to apply an ESG investment approach to a global sovereign debt portfolio? Discover in this report how the FTSE ESG WGBI approaches this by applying the factor tilting methodology of the FTSE Global Factor Index series. 

15 November 2021 | FTSE Russell: Richard Davies, Lazar Karapandza, Julien Moussavi

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Cross Border Carbon and Potential Carbon Border Taxes

This paper assesses carbon border adjustment issues for investors by exploring the growing trend towards carbon border tax scenarios; the implications for financial investment; and assets’ exposures to the risks and opportunities involved.

15 November 2021 | FTSE Russell: Guillaume Emin, Claire Hugo

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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.

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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.

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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.

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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)

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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.

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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

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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

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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.

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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

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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

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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 

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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

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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

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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

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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

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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

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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.

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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

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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.

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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

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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

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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.

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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

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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

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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.

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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.

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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.

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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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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

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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.

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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

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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.

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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.

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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

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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

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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

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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

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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

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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

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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

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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

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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.

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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

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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

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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

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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

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About the Author(s)

ARX Editorial Team

Director: Scott Lee
Content manager, Editor: Piotr Zembrowski, CFA
Coordinator: Natalie Yiu