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.
Research Report
Guidance for Integrating ESG Information into Equity Analysis and Research Reports
Financial Analysts Journal
Private Shareholder Engagements on Material ESG Issues
Research Foundation
ESG Investment Outcomes, Performance Evaluation, and Attribution
Podcast
Guiding the Path to Net Zero Emissions
Research Report
Climate Change Analysis in the Investment Process
Research Report
Integrating Natural Capital and Biodiversity in the Investment Process
Financial Analysts Journal
Green Parity and the Decarbonization of Corporate Bond Portfolios
Research Report