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11 September 2018 Survey Report

ESG Case Studies & ESG Integration Framework

Review ESG case studies and evaluate the impact of ESG factors on investing with CFA Institute. These case studies review ESG analysis relating to equities and fixed income.

These case studies, gathered through the partnership between CFA Institute and Principles for Responsible Investment, are intended to help investors better understand what ESG integration is and how to employ it in both equity analysis and fixed-income analysis.

The case studies were written by leading practitioners across 13 markets in the Americas, EMEA, and APAC regions and include contributions from: Alliance Bernstein, Santander Asset Management, AGF Investments, Manulife Asset Management, RBC Global Asset Management, E Fund Management, Hwabao WP Fund Management, The Goldman Sachs Group, Quantum Advisors, SBI Funds Management, Nissay Asset Management, NN Investment Partners, Robeco, Arisaig Partners, AXA Investment Managers Asia, Eastspring Investments, Momentum Investments, Old Mutual Investment Group, Futuregrowth Asset Management, UBS Asset Management, Inflection Point Capital Management, Inflection Point Capital Management, Hermes Investment Management, Insight Investment, Man GLG, Colchester Global Investors, PIMCO, High Pointe Capital Management, MFS Investment Management, Breckinridge Capital Advisors, Sage Advisory Services, and Angel Oak Capital Advisors.

The book also includes an ESG integration framework which collates many of the ESG integration techniques used by direct investors across the globe.

Looking for more research and resources on ESG? Check out our ESG Investing and Analysis hub.

Guidance and Case Studies for ESG Integration: Equities and Fixed income View the report (PDF)

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