
ESG Investing and Analysis

ESG Investing and Analysis
A key motivation for investors in the practice of considering ESG (environmental, social, and governance) issues in financial analysis is to gain a fuller understanding of the companies in which they invest and the portfolios that they construct.
Many investors use environmental, social, and governance data in security analysis and portfolio construction to identify material risks and growth opportunities. ESG data are not universally part of mandatory financial reporting, and identifying, understanding, and incorporating the data into investment analysis is challenging. CFA Institute aims to provide research and thought leadership to aid practitioners in ESG investing and analysis.

Guidance for Integrating ESG Information into Equity Analysis and Research Reports

Private Shareholder Engagements on Material ESG Issues

ESG Investment Outcomes, Performance Evaluation, and Attribution

Guiding the Path to Net Zero Emissions

Climate Change Analysis in the Investment Process

Integrating Natural Capital and Biodiversity in the Investment Process

Green Parity and the Decarbonization of Corporate Bond Portfolios
