Category Archives: ESG

Why Companies and Investors Need to Value Water Differently

March 22, 2017, is World Water Day, the U.N.’s annual bid to raise awareness about the water crisis.  Climate change, pollution, and overconsumption are making fresh water an increasingly scarce resource.  Worldwide, 663 million people currently have no access to clean water.  By 2030, it is predicted that there will be a 40% shortfall in Read more […]

Will Low-Carbon Trends in the U.S. Continue?

When people think of a low-carbon economy, the U.S. may not be the first one to come to mind.  In almost all things ESG, Europe is considered the leader.  However, the U.S. market has made some strides in recent years.  The carbon footprint of the S&P 500® has actually been declining since 2011, as illustrated Read more […]

The Rise of Green Bonds

Green bonds can play an important role in engaging institutional market participants in the transition to a low-carbon and climate-resilient economy. They can help to meet the United Nations Framework Convention on Climate Change goal of limiting global warming to 2°C above pre-industrial temperatures, along with the climate mitigation, adaptation, and finance commitments as set Read more […]

Sustainable Investment space in India

In India, S&P BSE Indices has two investible indices in the sustainable investment space—namely, the S&P BSE CARBONEX and S&P BSE GREENEX. The S&P BSE CARBONEX seeks to track the performance of the companies in the S&P BSE 100, based on their commitment to mitigating risks arising from climate change in the long run. Index Read more […]

Evaluating Sustainable Investment Trends for 2017 and Beyond

In 2017, the world is in flux—we see a number of key developments that are likely to shape environmental, social, and governance (ESG) trends over the course of 2017. These include: The long-term shift to a low-carbon economy and physical natural capital risks; Technological changes of unprecedented depth and speed; A new global economic and Read more […]

The New Generation of Green Investors

In recent years, socially responsible investing has gained importance among market participants worldwide.  There has been an increase in the number of those who have become socially conscious and want their investments to go to businesses that acknowledge the relevance of environmental, social, and governance factors to doing business.  Green investment is considered a subset Read more […]

When Quant and Qual Become One

I’ve previously written about the convergence of typical “strategy” or “factor” indices with sustainable indices.  In 2016, we saw this rise as a trending topic in the market and we expect the interest to increase in 2017.  This multifaceted approach has been well illustrated in many aspects of our offerings, but I wanted to focus Read more […]

Trimming the Emissions Tree

Some market participants may (understandably) get confused about the difference between “fossil fuel free” indices and “carbon efficient” indices.  They do sound a lot alike!  However, there are some important differences, and I thought I’d use this post to explain.  In a previous post, I discussed the elements of sustainability investing and the nature of Read more […]

ESG Investment – A Strategy for Long-Term Value Creation

In the past few years, there has been a paradigm shift in the investment strategy adopted by market participants, wherein they are shifting from a strategy of short-term gain to one of long-term value creation.  Traditionally, market participants have considered publically available records like balance sheets, income statements, and annual reports to analyze the long-term Read more […]

SRI Community Stands Together

The SRI (Sustainable, Responsible, Impact Investing) conference took place recently in Denver, and it is a three-day conference that brings together asset owners, asset managers, and other investment professionals in the ESG, shareowner advocacy, and impact investing space. The conference is in its 27th year, and given that the conference took place in mid-November—right after Read more […]