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ESG Integration
ESG Integration is your new challenge

ESG issues are a Reality

All international organizations set up their own guidelines, frameworks, directives,… to enhance sustainable development:

• The 17 Sustainable Development Goals

• The Ten Principles of the UN Global Compact

• Report of the High-Level Expert Group on Sustainable Finance

• Principles for Responsible Investment

• Sustainability Accounting Standards Board

• EU Taxonomy

ESG investment is a Choice

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4 approaches to ESG Investment:

• Philanthropy - Investors focus on an ESG target without any financial return target

• Impact Investment – Investors want to have a positive impact on ESG alongside their financial return. They will invest in companies that provide solutions to ESG issues.

• Ethical Standards – Investors want to align their investments with their ethical standards alongside their financial return. They will exclude non ethical activities from their investment universe.

• ESG Integration – Investors want to reduce their negative impact on ESG alongside their financial return. They will integrate ESG criteria to select companies in such activities, sectors or countries.

To learn more, visit:

• MSCI - What is ESG?

• Degroof Petercam - blog Sustainability

• CFA Institute - Guidance and Case Studies for ESG Integration

ESG metrics are a Requirement

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Most providers deliver ESG data for equities, fixed income securities and alternatives. ESG Metrics are based on non-financial information about issuers (corporate or government). The 2 common ESG metrics are:

• Rankings - S&P DJI ESG Scores - with values from 0 to 100, for example

• Rating - MSCI ESG Rating - with ratings from AAA to CCC, for example

Most providers disclose their own ESG Indexes. The construction’s methodology is specific for each and indices must be selected following the ESG approach.

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To discover offers of selected providers, visit:

• MSCI

• S&P

• Sustainalytics

• Inrate

ESG Reporting is a Challenge

Deliver comprehensive ESG analytics and reporting to clients by managing:

• Data and Ratings on Issuers

• Based on qualitative information

• Coverage Rate

• Multiproviders

• No standardisation

• Careful interpretation

To learn more, visit:

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• blog.degroofpetercam.com/fr/sustainability/1242/

• fidante.com/resources/esg---asset-allocation

AMINDIS offers solutions to produce ESG factsheets but mainly to integrate ESG dimensions in the overall portfolio management process.

The unique and integrated software AM-DIS provides business functions in line with state-of-the-art portfolio analysis, including ESG dimensions.

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View our series of webinars ESG or ask for a DEMO.