A Practical Guide to ESG Integration for Equity Investing

Principles for Responsible Investment 

 

Overview 

 

This document serves as a guide for investors (owners and investment managers) to incorporate ESG factors into the analysis of equity investments. It discusses the following integration techniques: fundamental strategies, quantitive strategies, smart beta strategies, and enhanced passive strategies. It concludes with a discussion on the impact of the integration on the investment process. 

Investment Policy: Process & Practice

Principles for Responsible Investment

 

Overview 

 

This document serves as guide for an ESG integrated investment policy. It provides steps the steps to get started such as reviewing existing investment strategy and aligning stakeholders. It then defines and describes  governance, ESG incorporation approaches, and active ownership and engagement policies. It concludes with ways in which to implement and monitor the investment policy.

Fixed Income Investor Guide

Principles for Responsible Investment 

 

Overview 

 

This is paper is intended to serve as a guide for fixed income investors on the Principles for Responsible Investment. It highlights unique ways which investors can implement responsible investment in the asset class. It focuses on how investors can introduce ESG analysis to their management of corporate and non-corporate bonds. 

United Nations Sustainable Stock Exchanges (SSE) Intiative 2016 Report on Progress

United Nations Sustainable Stock Exchanges (SSE) initiative: Danielle Chesebrough, Tiffany Grabski, Elodie Feller, Anthony Miller, and Melanie Paty.

 

Overview 

 

This report presents different sustainability initiatives carried out by stock exchanges and regulatory bodies globally. It emphasizes successful practices and actions to serve as an example to stock exchanges, securities regulators, policymakers, companies, and investors. 

Ownership Day: Use Shareholder Rights to Improve your Returns

HSBC and UKSIF

 

Overview 

 

This report discusses ways to apply and understand fiduciary duty. As said by UKSIF chief executive, Simon Howard, “Environmental, social and governance issues can no longer be ignored by the trustees.” The report is broken into pension fund trustees, charity trustees, policy and sector development, and best practice for trustees. It then provides a guide for implementation.

The Responsible Investor’s Guide to Commodities: An overview of the Best Practices Across Commodity- Exposed Asset Classes 

Ivo Knoepfel and David Imbert, ONVALUES LTD. 

 

Overview 

 

The focus of this report is increase the understanding of ESG issues in commodity investments by highlighting the most successful practices in this field. 

Responsible Investment in Private Equity: A Guide for Limited Partners 

UNEP Finance Initiative and UN Global Compact 

 

Overview 

 

This report is a guide for investors to incorporate ESG issues into their business practices in order to enhance long-term rates and produce more sustainable markets. It proposes six principles: incorporating ESG issues into investment analysis and decision-making processes, being active owners which incorporate ESG issues into ownership policies and practices, seeking appropriate disclosure on ESG issues by the entities in which one invests, promoting acceptance and implementation of these principles within the investment industry, working together to enhance effectiveness in implementing these principles, and reporting on one’s activities and progress towards implementing these principles. 

Introductory Guide to Collaborative Engagement

Valeria Piani, with contributions and project management by Olivia Watson. Other contributors include James Gifford, Matthew McAdam, Athanasia Karananou, Danielle Chesebrough, Felicitas Weber, Camila Yamahaki, Fong Yee Chan, Rupert Denton, Mirella Streider, Gordon Hewitt and Daria Oulianova, all of the PRI Initiative. 

 

Overview 

 

This report is complimentary to UNEP Finance Initiative and UN Global Compact’s Responsible Investment in Private Equity: A Guide for Limited Partners. Its purpose is to promote the implementation of Principles 2,3, and 5 of the report. These principles include being active owners which incorporate ESG issues into ownership policies and practices, seeking appropriate disclosure on ESG issues by the entities in which one invests, and working together to enhance effectiveness in implementing these principles. It provides a guide for companies to collaborate on ESG issues. 

An Investors’ Perspective on Environmental Metrics for Property

UNEP Finance Initiative

 

Overview 

 

This report is focused on increasing awareness within the property investment community to “engage in earnest debate about environmental metrics for buildings.” The goal is to create comprehendible environmental performance metrics system for asset managers and owners to engage with. This system will allow managers to understand their current state and progress that is made.  

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