ESG Research

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 […]
March 31, 2015

Study
“Sustainable Reality: Understanding the Performance of Sustainable Investment”

Morgan Stanley Institute for Sustainable Investing, March 2015 Morgan Stanley reviewed performance data for over 10,000 open-end mutual funds and almost 2,900 separately managed accounts in […]