ESG Integration

Develop an ESG integration strategy and implementation plan to start integrating ESG factors into your investment processes

KEY BENEFITS

Integrate quantitative and qualitative ESG insights investment processes

Manage exposure risk

More effectively perform your fiduciary duty

Manage client mandates

Build AUM

Benefit from some of the most experienced ESG/Sustainability advisors in the industry

THE SCOPE

For more than two decades, Sustainalytics has worked with hundreds of institutional investor clients globally to help them develop an ESG integration strategy that identifies risks and opportunities and/or satisfy client needs. Some of these strategies include basic portfolio screening activities while many deploy more sophisticated quantitative and qualitative processes for analyzing portfolio companies’ ESG performance.

As the practice of ESG integration continues to advance, Sustainalytics has also begun working with asset managers interested in integrating big data, ESG algorithmic modeling and machine learning into quantitative investment strategies.

OUR PROCESS

Identify and understand internal drivers for ESG integration

Rationalize ambition level with resource capacity and investment philosophy

Understand any client-driven ESG mandates

Understand best practices

Prioritize ESG focus areas

Develop ESG components of investment policy

Create framework for implementing ESG integration strategies

Define requirements for success

ESG INTEGRATION IS GROWING RAPIDLY

$22.9 tr

26%

ESG integration growth

Source: 2016 Global Sustainable Investment Review

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