Page 11 - FINAL CFA I SLIDES JUNE 2019 DAY 10
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Session Unit 10:
34. Corporate Governance and ESG: An Introduction
LOS 34.j: Describe environmental and social considerations in investment analysis., p.11
ESG –Environmental, Social and Governance into investment portfolio management process (sustainable
investing or responsible investing and sometimes socially responsible investing.
LOS 34.k: Describe how environmental, social, and governance factors may be used in investment analysis., p.12
Negative screening –
excluding companies based on ESG factors.
tanties
Approaches ESG Positive screening –
Thematic investing – integration/ ESG including companies based
Targeting specific sectors incorporation into on ESG factors.; includes
based on specifics Portfolio Management best in class approach
process.
Impact investing –
Targeting specific company or project
based on ESG goals
