ESG Investing and Analysis - A Practitioner's Guide

ESG Investing and Analysis: A Practitioner’s Guide is designed to be a practical guide that analyses the most up-to-date and common ways in which ESG considerations are being taken in the investment process and is suitable for both practitioners and students. The authors demonstrate and analyse the latest trends and techniques in ESG investing, using concrete examples, supplemented by case studies, as well as insights from leading practitioners and academics.

“This practical guide allows any practitioner, regardless of their level of knowledge on ESG, to understand the issues and challenges around investing in the emerging world of ESG assets.”

NAVIN RAUNIAR, Partner and Head for the Sustainability Advisory Practice at Tata Consultancy Services. He is also co-chair for the PRMIA ESG Working Group, and involved in various influential financial bodies which address climate, ESG and sustainable finance topics.

Supported by investor appetite and global regulation, managing environmental, social and governance (ESG) risks have now become part and parcel of the investment process. Yet, incorporating these extra-financial insights in investment analysis is still novel to many investors and can be challenging because of the often-conflicting opinions provided by ESG providers and differences in government policies and ambitions. Using detailed case studies and through thorough analysis, ESG Investing and Analysis: A Practitioner’s Guide is designed to be a practical guide that analyses the most up-to-date and common ways in which ESG considerations are being taken in the investment process and is suitable for both practitioners and students, regardless of the level of knowledge or experience in ESG.

In this book, Marie Lehmann, Martina Macpherson and Daniel Ung demonstrate and analyse the latest trends and techniques in ESG investing. Using concrete examples put together by renowned investment experts, different aspects of ESG portfolio construction approaches are discussed in detail. These are then supplemented by case studies, written by experts from the world’s largest pension funds as well as chief investment officers, that are designed to translate theory into practice. Besides examining the financial aspects of sustainable investing, the book also focusses on current ESG policy and regulatory developments, as well as insights from leading practitioners and academics who have helped shape the global sustainable finance landscape over recent decades.