Description

An overview of ESG portfolio metrics that allow asset owners to understand and judge a portfolio’s ESG attributes.

Learning Objectives

  1. Identify the approaches to constructing an ESG-integrated portfolio.
  2. Identify the key aspects and benefits of ESG integration in active systematic
  3. strategies.
  4. Identify the key aspects of ESG integration in passive investment strategies.
  5. Identify the reasons fund managers assess the ESG characteristics of a portfolio.
  6. Identify what investors can rely on from ESG ratings providers to assess portfolio
  7. risks.
  8. Identify the limitations of using static ESG metrics in assessing a portfolio.
  9. Identify the challenges in calculating ESG portfolio metrics.