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Inherent Opinion
Social-Impact Efforts That Create Real Value
It’s an open question whether ESG issues will remain as salient to investors during a global pandemic and the associated economic downturn. One of Inherent Group’s advisors, George Serafeim, bets they will.
UNPRI Releases 2020 Assessment Reports
A summary of UNPRI’s 2020 Assessment Report on Inherent Group follows: To access the data portal, click here.
LP scrutiny of approaches to ESG is intensifying per Private Equity International
LP scrutiny of approaches to ESG is intensifying, with climate change a key concern. Here are seven takeaways from this Responsible Investment 2020 report by Private Equity International.
The Return on Sustainability Investment (ROSI): Monetizing Financial Benefits of Sustainability Actions in Companies
NYU Center for Sustainable Business analyzed to two different industries (agriculture and automotive) to answer the question: Do sustainable practices lead to positive financial return for the business?
Making an Impact: Earning Returns on Sustainable Terms
This piece outlines the link between ESG performance and portfolio performance.
Shareholder Engagement on Environmental, Social, and Governance Performance
The authors study the financial impact of investor activism promoting ESG improvements. Click here to access the study.
Corporate Sustainability: A Strategy?
The performance implications of adopting strategic sustainability practices for both return on capital and expectations of future performance, as reflected in price to book valuation multiples.
The Relationship between Investor Materiality and the Sustainable Development Goals: A Methodological Framework
How performance on financially material ESG issues, as identified by the Sustainability Accounting Standards Board (SASB) can contribute to the United Nations’ Sustainable Development Goals.
The Impact of Corporate Sustainability on Organizational Processes and Performance
An investigation of how a corporate culture of sustainability affects multiple facets of corporate behavior and performance outcomes.
Integrating Alternative Data (Also Known as ESG Data) in Investment Decision Making
The authors suggest more effective ways to integrate ESG data, however imperfect, into investment decision-making processes.
Impact Investing: The Performance Realities
An overview of the impact investing landscape and tools investors can use to effectively incorporate ESG factors.
Active Ownership
How active investor engagement with corporate management on material corporate social responsibility issues can positively impact profitability, efficiency, governance, and stock performance.
Corporate Sustainability: First Evidence on Materiality
This study analyzes the financial and operational performance link between a company’s sustainability practices and how material those practices are to the company’s business vertical.
ESG and Financial Performance: Aggregated Evidence from More Than 2000 Empirical Studies
Analysis of 2,200 studies finds ESG’s influence on corporate financial performance is positive and the results appear to be stable over time.