Sustainable investing (SI) has evolved. No longer just a “nice-to-have” for policy makers, regulators and investors, SI is now high on the agenda, and investors are looking for ways to incorporate sustainability and responsible investing into their portfolios.
Today, whatever an investor’s specific SI requirements might be, a broad range of approaches exist, which vary greatly in their sophistication. They encompass relatively simple exclusionary offerings, through products which integrate material ESG factors within the research process, to sustainability-focused strategies which look to address a specific theme, such as gender or water scarcity, and ultimately, sophisticated impact-driven solutions which carry an explicit intention to generate a measurable social and environmental impact alongside financial return.
The Sustainable Investing Handbook covers the topic from a variety of perspectives. The first section, from MSCI, examines the evolution of ESG investing in the passive space, with a particular focus on the development of SI indices and benchmarks. The second section offers a practitioner’s view, with chapters from authors at UBS that look more closely at the various capabilities within the SI space, together with an overview of the different types of solutions and approaches that investors may wish to consider.
MSCI has contributed articles covering topics that include ESG and equity valuation, factor investing, and impact investing, Our experts at UBS Asset Management cover topics including how our investment teams approach sustainable investing, the implementation of socially conscious exchange-traded funds (ETFs), incorporating sustainability factors in rules-based equity strategies and sustainable investing in fixed income.
The Handbook offers some of the latest thinking on sustainable investing. Whatever question you may have on implementing sustainable investing into your investments, the answer is right here.