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CFA Institute encourages all investment professionals to consider material ESG factors, where relevant, in their analytical and investment decision making processes, read the report and learn more.

Publisher: CFA Institute

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There is no standardized process for integrating ESG information into investment analysis and valuation. A variety of tools and methods exist, and analysts must decide for themselves what the best approach is based on how they typically analyze and value investments. “Guidance for Integrating ESG Information into Equity Analysis and Research Reports” draws from a number of CFA Institute resources and publications to bring you best practices in integrating ESG information. 

“Guidance for Integrating ESG Information into Equity Analysis and Research Reports” covers identifying ESG information, assessing the materiality of ESG information, integrating ESG information into analysis and valuation, and presenting ESG information in research reports. In addition, it contains a number of resources for analysts to reference for more in-depth information on each of these topics. 


CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow.

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