Category Archives: ESG

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 […]

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 […]

The Green-Eyed [Bond] Monster

Green bonds are bonds created to fund projects with positive outcomes that are directly related to the environment. They include the following. “Use of proceeds” bonds and revenue bonds, which are designated for green projects. Green project bonds, the proceeds of which are earmarked for specific projects with positive environmental outcomes. Green securitized bonds, which Read more […]

Water and Financial Returns—Don’t Be Hung Out to Dry

Recently, investment professionals have paid increasing attention to the impact of carbon-intensive businesses on financial returns.  Stricter regulation and increased certainty of higher carbon pricing have made this a mainstream concern.  S&P Global Ratings’ announcement of a green assessment of debt finance in September 2016 is one notable example of this trend. Water scarcity, as Read more […]

Sustainability: Why Does the “Social” Category Matter?

When it comes to sustainable investing, three factors are typically used as measurements: social, environmental, and governance.  For most of us, the benefit to reducing our environmental impact is obvious.  The importance of governance has also been well researched by S&P Dow Jones Indices—just look at the S&P LTVC Global Index. The social factor, however, Read more […]

Driving long-term value creation

The annual rebalancing of the Dow Jones Sustainability Indices (DJSI), the most famous benchmark for corporate sustainability in the world, took place on September 8th 2016. With nearly 2,000 companies analyzed currently and another nearly 2,000 to be analyzed in RobecoSAM’s 2016 Corporate Sustainability Assessment (CSA), it is clear that sustainability is no longer something Read more […]