ESG Investing and Analysis: A Practitioner’s Guide
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Evaluating social criteria in fundamental and thematic investment portfolios
Lydia Harvey
Linking ESG scenarios to real economy outcomes
Analysing ESG policy, market and portfolio construction considerations
Case Study 1: Applying ESG considerations to a pension fund’s equity portfolios
Case Study 2: Applying ESG concepts to wealth management portfolios
Managing environmental and climate transition risks and opportunities within portfolios
Considering physical climate risks and resilience in real asset investment
Case Study 3: Practical issues and considerations for implementing a Net Zero emissions strategy for asset owners
Evaluating social criteria in fundamental and thematic investment portfolios
Case Study 4: Defining impact investing for today‘s ethical investor – evaluating the efforts of Evangelisches Johannesstift
Developing governance and active ownership frameworks for investment analysis
Case Study 5: Applying active ownership and stewardship to a pension fund portfolio
Identifying ESG risks and opportunities in alternative investments
Reviewing the EU regulatory framework for ESG investors
Assessing data and disclosure challenges in ESG investing
Corporate social responsibility across industries: When and who can do well by doing good?
Reflecting on how ESG investing, accounting and governance have evolved over time
The “S” pillar has trailed the “E” and “G” pillars in terms of integration within modern ESG approaches; it could even be described as suffering from “middle child syndrome”. Compared to governance topics that are closer in spirit to traditional financial analysis, and environmental topics that are underpinned by scientific consensus, investors to date have struggled to incorporate social topics into financial analysis.
However, social issues can present very real risks to companies and the consequences of failing to properly manage material social issues can involve significant financial costs and reputational damages. Examples of social failures include exploiting workers in a supply chain, mismanaging customer data or failing to meet product safety standards. While these impacts are not immediately captured within a company’s financial statements, there are several ways in which they may cause material financial costs, including regulatory implications (fines, taxes, etc), operational disruptions and reputational damages.
Managing social issues well not only reduces the level of risk a company faces but may also contribute positively to improved reputation and even
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