ESG Integration in Asia Pacific: Markets, Practices, and Data

Joseph Wong    Matt Orsagh, CFA, James Allen, CFA, Justin Sloggett, CFA,, Anna Georgieva, Sofia Bartholdy
09 Jun 2019
Category: ESG

Country or region: Asia Pacific (Overall)

Summary:
A new report by CFA Institute and Principles for Responsible Investment highlights best practices in ESG integration in six APAC markets: Australia, China, Hong Kong SAR, India, Japan, and Singapore. 

This report qualifies for 5 CE credits under the guidelines of the CFA Institute Continuing Education Program.
We encourage CFA Institute members to login to the CE tracking tool to self-document these credits.
 


Abstract

Portfolio managers and analysts are increasingly incorporating environmental, social, and governance (ESG) factors in their investment analyses and processes. However, ESG integration remains in its relative infancy, with investors and analysts calling for more guidance on exactly “how” they can “do ESG” and integrate ESG data into their analysis.

CFA Institute and Principles for Responsible Investment (PRI) set out to create a best practice report (Guidance and Case Studies for ESG Integration: Equities and Fixed Income) and three regional reports (one for the Americas [AMER]; one for Asia Pacific [APAC]; and one for Europe, the Middle East, and Africa [EMEA]) to help investors understand how they can better integrate ESG factors into their equity, corporate bond, and sovereign debt portfolios. We are able to achieve this goal by:

■ surveying over 1,100 financial professionals, predominantly CFA members, around the world;
■ running 23 workshops in 17 major markets;
■ interviewing many practitioners and stakeholders;
■ publishing more than 30 case studies written by equity and fixed-income practitioners;
■ analyzing Bloomberg’s ESG company disclosure scores; and
■ reviewing data from the PRI reporting framework, the largest global database of information on investors’ ESG practices.

The above-mentioned best-practice report contains guidance on ESG integration in equity and fixed-income investments and contains case studies on how ESG integration is “done” by leading practitioners.

This report focuses on the current state of ESG integration in the APAC region. We hope that investors find this report and its companion reports useful and that these reports help investors learn how they can better integrate ESG data into their analysis and investment decision making.



Date of original publication:

06/04/2019


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