ESG Investing and Analysis
Browse all ESG Content
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.
Financing the Sustainable Development Goals: Exploring the Role of Government Bond Investors
By Laurens Swinkels, Jan Anton van Zanten, Bruno Rein, and Rikkert Scholten
Impact Investing: Guidance for Designing Listed Equity Strategies That Generate Real-World Outcomes
By Nicole Gehrig, Chris Fidler, Deborah Kidd, CFA, and Bruno Bertocci
Separating Positive Impact from Warm Glow
Implications for Fund Managers, Educators, Financial Advisers, Rating Agencies, and Investors, By Meir Statman, PhD
Integrating ESG Information into Long-Term Investment Strategy
By Winnie Wong, CFA, Ann Tran, PhD, and Philip Naylor, CFA
Enhancing the Voluntary Carbon Market: Gaps and Solutions
By Winnie Mak
Net-Zero Investing: Solutions for Benchmarks, Incentives, and Time Horizons
By Bruno Bertocci, and Deborah Kidd, CFA
Modeling Climate Transition Risk: A Network Approach
By Raymond Pang, and Gireesh Shrimali
How to Build a Better ESG Fund Classification System
By Chris Fidler, and Nicole Gehrig
Net Zero in the Balance
By Roger Urwin, FSIP
Climate Data in the Investment Process: Challenges, Resources, and Considerations
By Andres Vinelli, Deborah Kidd, CFA, and Tyler Gellasch
5 Key Definitions for Responsible Investment
By CFA Institute, Global Sustainable Investment Alliance, and Principles for Responsible Investment