Environmental, Social, and Governance Factors in Investing: A Guide for Investment Professionals

The practice of considering environmental, social, and governance (ESG) issues in investing has evolved significantly from its origins in the exclusionary screening of listed equities on the basis of moral values. 

A variety of methods are now being used by both value-motivated and values-motivated investors in considering ESG issues across asset classes. There is, however, a lingering misperception that the body of empirical evidence shows that ESG considerations adversely affect financial performance. For investment professionals, a key idea in the discussion of ESG issues is that systematically considering ESG issues will likely lead to more complete investment analyses and better-informed investment decisions.

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Head Office
EMEA Office
67 Lombard Street
7th Floor
London
EC3V 9LJ
United Kingdom
Contact
Sarah-Jane Purvis Tel. 020 7330 9559
Company website:
http://www.cfainstitute.org
Year Founded:
1947
No. of investment offices worldwide:
4

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