ESG Research

August 15, 2017

Morningstar – “Sustainable Funds Start to Perform”

August 15, 2017 Morningstar looked at the performance of U.S. sustainable funds compared with conventional funds, and found that the overall star ratings distribution of sustainable […]
May 17, 2017

Morgan Stanley – “Sustainable Investing Myth Busters”

May 17, 2017 Sustainable investing does not mean sacrificing returns: analysis by the Morgan Stanley Sustainable Research Institute shows that sustainable strategies have often performed in […]
April 19, 2017

Hermes Investment Management – Hermes finds ‘clear relationship’ between ESG and credit spreads

April 19, 2017 Hermes’ study found that companies with better ESG ratings trade with lower credit spreads, indicating lower risk of default.
December 31, 2016

Barclay’s – “Sustainable investing and bond returns: Research study into the impact of ESG on credit portfolio performance “

Barclays, 2016 This study examines the impact of using ESG attributes in fixed income investment and concludes that ESG need not be an “equity-only” strategy. Using […]
December 18, 2016

Bank of America Merrill Lynch – “ESG: Good companies can make good stocks”

Bank of America Merrill Lynch, December 18, 2016 ESG may be too costly for investors to ignore, reports Bank of America Merrill Lynch.  Companies with higher […]
June 30, 2016

Breckinridge Capital Advisors & MIT – “Evaluating the Relationship Between ESG and Corporate Fixed Income”

Breckinridge Capital Advisors and MIT Sloan School of Management, Spring 2016 ESG scores were found to be positively correlated with several measures of financial health, including […]
April 30, 2016

TIAA – “Responsible Investing: Delivering competitive performance”

Amy O’Brien, Lei Liao and Jim Campagna, TIAA. April 2016 TIAA tracked the performance of five widely-known SRI* indexes with track records of at least 10 […]
December 15, 2015

Study
“ESG and Financial Performance: Aggregated Evidence From More Than 2,000 Empirical Studies”

Gunnar Friede, Timo Busch & Alexander Bassen, Journal of Sustainable Finance & Investment 5:4, October 2015 This study, which combined the findings of about 2200 individual […]
October 13, 2015

Study
“Higher Sustainability Ratings Can Mean Lower Risk”

Jon Hale, Morningstar, October 13, 2015 Morningstar’s research shows that large-cap U.S. funds with high Morningstar Sustainability Ratings have lower risk.
June 30, 2015

Study
“Can ESG Add Alpha?”

Zoltán Nagy, Altaf Kassam and Linda-Eling Lee, MSCI, June 2015 MSCI examined two ways to construct ESG portfolios—ESG Tilt and ESG Momentum—and found that there is […]