6 Part 2: Investing in ESG through Different Instruments Chapter 7: Approaches to ESG Investing Understanding Socially Responsible Investing Evaluating Impact Investing Focusing on Faith-Based Investing Chapter 8: Analyzing Equity-Based Instruments Integrating ESG Strategies into Investment Decisions Verifying Quantitative Strategies Identifying Smart Beta Strategies Focusing on a Given Theme Chapter 9: ESG and Fixed Income Instruments Analyzing Fixed Income (Bond) Factors Emphasizing Bond Issuer Differences Highlighting Fixed Income Indexes Identifying Specific ESG Exposures Chapter 10: Exploring Derivative and Alternative Instruments Achieving Passive Returns Using ESG Indexes Increasing Focus on ESG in Alternative Assets Focusing on Illiquid Assets Investing in “Traditional” ESG Chapter 11: Highlighting Geographical Differences in ESG Investing The Beginning: Europe The Middle: North America The End: Developed versus Emerging Markets
7 Part 3: Applying ESG Philosophy Chapter 12: Creating Value through ESG for Corporations Crystal Clear: Corporate Disclosure and Transparency Grow the Pie: Generating Enhanced Returns Roll Up, Roll Up: Attracting More Customers Pare It Back: Reducing Costs The Bottom Line: Increasing Productivity and Attracting Talent Chapter 13: Devising an ESG Policy Here’s a Great Idea: Creating a Plan Don’t Reinvent the Wheel: Undertaking a Peer Review Go Over It: Reviewing Your Core Investment Principles Familiarizing Yourself with ESG-Specific Regulations Surveying Reporting Requirements Examining ESG Engagement Chapter 14: Defining and Measuring ESG Performance and Reporting Defining Criteria and Metrics Calculating Relative ESG Performance Getting a Handle on Ratings and Rankings Developing Frameworks for Reporting Chapter 15: Elaborating the ESG Endgame Highlighting the Evolution of ESG from Niche to Mainstream Strategy Watching the Growing Use and Acceptance of ESG Standards Looking at the Increasing Impact of ESG Ratings and Rankings Improving Education
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Part 4: The Part of Tens
Chapter 16: Ten Frequently Asked Questions for an ESG Approach
What Is ESG Investing?
Which Sustainability Goals Should Be Followed?
What Are the Characteristics of an ESG Company?
How Is an ESG Company Rated?
What Investing Principles Should Be Adopted for ESG?
What Is Stewardship?
How Is an ESG Approach for Asset Owners Implemented?
How Are Benchmarks and Performance Measurement Incorporated in ESG?
What’s the Latest on Disclosures and Reporting?
What’s the Future of ESG Investing?
Chapter 17: Ten Issues Surrounding ESG Portfolio Construction
Reasons for Varying ESG Scores between Rating Agencies
Criteria Used in Creating a Combined ESG Score
Trends