ESG and Ethical Investing

ESG and Sustainable Investing - the best papers of Q1 2017

​The top 12 white papers from the first quarter of 2017

An increasing number of institutional investors are addressing the issue of how to combine their active investment decisions with their ESG preferences. Within the ESG space, more attention is being paid to so-called "sustainable investing", and we are seeing more papers written on this topic.

The Savvy Research Team has listed below, our selection of the top 12 ESG papers from the first quarter of 2017. Savvy Investor members may access any of these papers, free of charge.

fossil fuels ESG white papers

Sustainable Investing Forum: Pension Fund Insights (videos) FTSE Russell
Hear leading asset owners from around the world discuss their views on ESG investing and its future. FTSE Russell’s forum on the past-present-future of sustainable investment examines the evolution of investor ESG approaches.

IQ Magazine: Getting Active with ESG (SSGA, 2017)
How can investors build a portfolio that satisfies both factor preferences and ESG requirements? ESG coverage begins on page 24 of SSGA's quarterly "IQ"magazine, with the results of an institutional investor survey into ESG issues.

2017 ESG Trends to Watch (MSCI)
This year may usher in a fundamental rethink for investors. Underlying all the major trends we identified for 2017 is a strategic decision point – do we change the way we think about investing, or is this business as usual in a new order?

Evaluating Sustainable Investment Trends (S&P Dow Jones Indices, 2017)
This 17-page paper by S&P Dow Jones Indices explores the key trends that will shape ESG strategies during the course of 2017.

European SRI Study 2016 (Eurosif)
This 108-page report provides important insights into the findings of a recent survey into SRI trends. The report begins with some helpful definitions and methodology before giving an overview of SRI in Europe and more.

ESG Risk in Default Funds: Analysis of the UK's DC Pension Market (PLSA/Sustainalytics, 2017)
The PLSA has published this new discussion paper on this subject of UK defined contribution (DC) workplace schemes authored by Sustainalytics. 

The 2017 ShareAction Survey - Lifting the Lid: Responsible Investment Performance of European Asset Managers
This 68-page report provides the findings of a recent survey by ShareAction ranking Europe's largest asset managers according to ESG/responsible investment factors.

ESG issues significantly impact emerging debt returns (Robeco, 2017)
ESG analysis is fully integrated into the investment process of Robeco’s Emerging Debt strategy. Over the past years this analysis has given us valuable information in the selection of countries in which to invest.

U.S. Sustainable, Responsible and Impact Investing Trends 2016 (US SIF Foundation)
US sustainable, responsible and impact (SRI) investing continues to expand. The total US-domiciled assets under management using SRI strategies grew by 33 percent. This paper explores a variety of other trends.

A Morality Tale of ESG: Assessing Socially Responsible Investing (2017)
This study examines the benefits of incorporating ESG factors over a more recent period to acknowledge the ongoing investment trend toward ESG.

Environmental, Social and Corporate Governance (ESG): Made Simple Guide (PLSA, 2016)
This ESG guide features simple explanations and practical help for pension schemes considering integrating ESG factors into their investment decision-making framework.

How the Short-Term Focus of Financial Analysis Does Not Shed Light on Long-Term Risks (2017)
This paper suggests that certain non-cyclical, non-linear, long-term risks are actually predictable 'White Swans'. They are left in the dark by the 'low beams' of financial analysis that focus on the next 1-5 years.

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