ESG Investing & Analysis | CFA Institute Research & Policy Center

<!DOCTYPE html> <html lang="en-US" xmlns:mml="http://www.w3.org/1998/Math/MathML"> <head> <meta charset="utf-8" /> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <meta name="google-site-verification" content="J0mS3cUUEwA8RSiDwXpF8shTiRDQOGG7YMaB8bpIHfE" />  <title>ESG Investing & Analysis | CFA Institute Research & Policy Center</title> <meta property="og:title" content="ESG Investing and Analysis" /> <meta name="citation_title" content="ESG Investing and Analysis" /> <meta name="description" content="CFA Institute Research & Policy Center aims to provide research & thought leadership to aid practitioners in ESG investing & analysis." /> <meta property="og:description" content="CFA Institute Research & Policy Center aims to provide research & thought leadership to aid practitioners in ESG investing & analysis." /> <meta property="og:type" content="Standard" /> <meta property="og:url" content="https://rpc.cfainstitute.org/en/topics/esg-investing-and-analysis" /> <meta property="og:image" content="https://rpc.cfainstitute.org/-/media/images/logo/r/rpc-brand-logo.png" /> <meta property="og:site_name" content="CFA Institute" /> <link rel="canonical" href="https://rpc.cfainstitute.org/en/topics/esg-investing-and-analysis"> <link rel="icon" sizes="192x192" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/touch-icon-192x192.png?v=ZbXH6_DPPVuE1_tHWCXyO4nyZGmjhbZ3kTC1Azd9Cvw1"> <link rel="apple-touch-icon-precomposed" sizes="180x180" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/apple-touch-icon-180x180-precomposed.png?v=kIUXUs5N_-558a6Wkgz0GWvFq6YuQhjcHYXfc0UFA181"> <link rel="apple-touch-icon-precomposed" sizes="152x152" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/apple-touch-icon-152x152-precomposed.png?v=i3m3koQUR2SuuUl_-u5Qcqwnc-2jqANv6einrkGs7k41"> <link rel="apple-touch-icon-precomposed" sizes="144x144" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/apple-touch-icon-144x144-precomposed.png?v=uoB8VTaQY4AmCAFSGStdvxj8Rd1BxwyQ5YY_vAnB7t81"> <link rel="apple-touch-icon-precomposed" sizes="120x120" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/apple-touch-icon-120x120-precomposed.png?v=0q1ePN4_0HIA4cu-4SfPvsu_F8AuqfUWZlh7pVO3Lls1"> <link rel="apple-touch-icon-precomposed" sizes="114x114" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/apple-touch-icon-114x114-precomposed.png?v=Rhcs4OAAiq8u80ecW3MAXlOuKTm2RvxzUFqMzDPMgvk1"> <link rel="apple-touch-icon-precomposed" sizes="76x76" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/apple-touch-icon-76x76-precomposed.png?v=OJqjfZT_rKbB260rLTFB2Kwvx9f_ALgzHPBq4d0JU881"> <link rel="apple-touch-icon-precomposed" sizes="72x72" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/apple-touch-icon-72x72-precomposed.png?v=WAVM9hSsDZ7_PANylKnBOhnZUP7mh_0eci-Vc33EvXI1"> <link rel="apple-touch-icon-precomposed" href="https://uxpatterns.cfainstitute.org/Content/img/2x/logos/apple-touch-icon-precomposed.png?v=kIUXUs5N_-558a6Wkgz0GWvFq6YuQhjcHYXfc0UFA181"> <link href="https://uxpatterns.cfainstitute.org/globalbundles/styles/rpc.css?v=RvVEmTgohisb9eTTwpvVeIFEqXdeGtn4IhHvSEvBhqc1" rel="stylesheet" type="text/css" media="screen" /> <link rel="shortcut icon" type="image/x-icon" href="https://uxpatterns.cfainstitute.org/Content/img/favicon.ico?v=rdZKWdJlYs3c8PFDwQEscI2ljiKFztCkqkXfX98QVKc1" /> <meta name="VIcurrentDateTime" content="638685754870341919" /> <script type="text/javascript" src="/layouts/system/VisitorIdentification.js"></script> <script type="text/javascript"> var digitalData = {"pageInstanceID":"rpc:topics:esg-investing-and-analysis-Prod","page":{"pageInfo":{"pageID":"ESG Investing and Analysis","pageName":"rpc:topics:esg-investing-and-analysis"},"category":{"primaryCategory":"Public:rpc:topics","subCategory1":"topics","subCategory2":"esg-investing-and-analysis"}}}; </script> <script src="//assets.adobedtm.com/ca679de7f940/9200895aad6f/launch-7d16c76c0bd6.min.js" async></script> </head> <body class="grid-wrapper">  <a id="skip-link" class="sr-only" href="#contentarea">Skip to Content</a>    <input class="megamenu__toggle-input" type="checkbox" id="megamenu-toggle" /> <header role="banner" class="grid__item--bleed masthead--megamenu"> <div class="masthead__header"> <button for="megamenu-toggle" class="megamenu__toggle" aria-owns="masthead__menu"> <span class="megamenu__toggle-icon"> <span class="sr-only">Toggle menu</span> </span> </button> <a href="/en/" class="masthead__branding"> <span class="masthead__branding-image"></span> <h1 class="masthead__branding-label"> Research & Policy Center</h1> </a> <div class="masthead__search"> <form id="search-form" class="masthead__search-container"> <script> document.addEventListener("CoveoSearchEndpointInitialized", function() { var searchboxElement = document.getElementById("_185F67BF-1D73-4AEE-9564-FDE5B0EB24D9"); searchboxElement.addEventListener("CoveoComponentInitialized", function() { CoveoForSitecore.initSearchboxIfStandalone(searchboxElement, "/en/search"); }); }) </script> <div id="_185F67BF-1D73-4AEE-9564-FDE5B0EB24D9_container" class="coveo-for-sitecore-search-box-container" data-prebind-maximum-age='currentMaximumAge' > <div id="_185F67BF-1D73-4AEE-9564-FDE5B0EB24D9" class="CoveoSearchbox" data-enable-omnibox='true' data-prebind-maximum-age='currentMaximumAge' data-clear-filters-on-new-query='false' > <div class="CoveoFieldSuggestions" data-field="@autotagstopics" data-id="qs-topics"> </div> <script type="text/javascript"> document.addEventListener("CoveoSearchEndpointInitialized", function() { var componentId = "_185F67BF-1D73-4AEE-9564-FDE5B0EB24D9"; var componentElement = document.getElementById(componentId); function showError(error) { console.error(error); } function areCoveoResourcesIncluded() { return typeof (Coveo) !== "undefined"; } if (areCoveoResourcesIncluded()) { var event = document.createEvent("CustomEvent"); event.initEvent("CoveoComponentInitialized", false, true); setTimeout(function() { componentElement.dispatchEvent(event); }, 0); } else { componentElement.classList.add("invalid"); showError("The Coveo Resources component must be included in this page."); } }); </script> <div class="CoveoForSitecoreBindWithUserContext"></div> <div class="CoveoForSitecoreExpressions"></div> <div class="CoveoForSitecoreConfigureSearchHub" data-sc-search-hub="RPC-Site-Search-Hub"></div> </div> </div> <script> // Code snippet to load and log page view analytics. // Imported from https://github.com/coveo/coveo.analytics.js (function (c, o, v, e, O, u, a) { a = 'coveoua'; c[a] = c[a] || function () { (c[a].q = c[a].q || []).push(arguments) }; c[a].t = Date.now(); u = o.createElement(v); u.async = 1; u.src = e; O = o.getElementsByTagName(v)[0]; O.parentNode.insertBefore(u, O) // Fix for the page view analytics showing as invalid // Coveo support article: https://docs.coveo.com/en/n58b7080/coveo-for-sitecore-v5/page-view-analytics-showing-as-invalid })(window, document, 'script', 'https://static.cloud.coveo.com/coveo.analytics.js/2/coveoua.js'); document.addEventListener("CoveoSearchEndpointInitialized", function () { var accessToken = Coveo && Coveo.SearchEndpoint && Coveo.SearchEndpoint.defaultEndpoint && Coveo.SearchEndpoint.defaultEndpoint.accessToken ? Coveo.SearchEndpoint.defaultEndpoint.accessToken.token : ""; var customMetadata = {"contentIdKey" : "permanentid" , "contentLanguage" : "en" , "contentIdValue" : "97B2FC1427E54F60B5FA119619AE44AE" , "anonymous" : true}; if (typeof (CoveoForSitecoreUserContext) !== "undefined") { var currentContext = CoveoForSitecoreUserContext.handler.getContext(); Object.keys(currentContext).forEach(function(key) { customMetadata["c_context_" + key] = currentContext[key]; }); } coveoua('onLoad', function() { // Completely overrides the way the base URL is resolved since the default implementation appends a `/rest` that we do not want. // Remove when migrating to version 2+ Object.defineProperty(coveoanalytics.CoveoAnalyticsClient.prototype, 'baseUrl', { get() { return "/coveo/rest/ua" + "/v15" }}); coveoua('init', accessToken); coveoua('send', 'view', customMetadata); }); }); </script> </form> </div> <ul class="masthead__items"> <li class="masthead__item toggle"> <input class="toggle__input" type="checkbox" id="account-toggle" /> <button class="toggle__label" for="account-toggle" aria-owns="account__popover"> <span class="toggle__icon icon icon--account"></span> <span class="sr-only">Account</span> </button> <div id="account__popover" class="toggle__popover"> <ul class="popover__items"> <li class="popover__item"> <a class="popover__link log-link" href="/Account/Login?returnUrl=https%3A%2F%2Frpc.cfainstitute.org%2Fen%2Ftopics%2Fesg-investing-and-analysis%3FfrmLogin%3D1">Log In</a> </li> <li class="popover__item"> <a class="popover__link create-account" href="/Account/CreateAccount?returnUrl=https%3A%2F%2Frpc.cfainstitute.org%2Fen%2Ftopics%2Fesg-investing-and-analysis%3FfrmLogin%3D1">Create an Account</a> </li> </ul> </div> </li> </ul> </div>   <div id="masthead__menu" class="masthead__menu"> <div class="megamenu"> <div class="megamenu__navigation-groups"> <nav class="megamenu__navigation-group" aria-labelledby="explore-rpc"> <span id="explore-rpc" class="megamenu__navigation-group-header"> Explore </span> <ul class="megamenu__navigation-group-items"> <li class="megamenu__navigation-group-item"> <a href="/en/research" class="megamenu__link"> Research </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/policy" class="megamenu__link"> Policy </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/codes-and-standards" class="megamenu__link"> Industry Codes and Standards </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/research/financial-analysts-journal" class="megamenu__link"> Financial Analysts Journal </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/gips-standards" class="megamenu__link"> GIPS Standards </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/research-foundation" class="megamenu__link"> Research Foundation </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/voices-of-influence" class="megamenu__link"> Voices of Influence </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/subscribe" class="megamenu__link"> Subscribe </a> </li> <li class="megamenu__navigation-group-item"> <a href="https://www.cfainstitute.org/" target="_blank" class="megamenu__link"> CFA Institute </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/about" class="megamenu__link"> About Us </a> </li> </ul> </nav> <nav class="megamenu__navigation-group" aria-labelledby="main-themes"> <span id="main-themes" class="megamenu__navigation-group-header"> Themes </span> <ul class="megamenu__navigation-group-items"> <li class="megamenu__navigation-group-item"> <a href="/en/themes/resilience" class="megamenu__link megamenu__link--visual"> <img src="/-/media/images/navigation/rpc/Branded_img_510430253.jpg?sc_lang=en&h=99&w=128&la=en&hash=58488DCEAB8852596F84EAB3FBD17208" class="megamenu__link-image" alt="white columns" /> <span class="megamenu__link-label"> Resiliency of the Capital Markets </span> </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/themes/technology" class="megamenu__link megamenu__link--visual"> <img src="/-/media/images/navigation/rpc/Branded_img_468785031.jpg?sc_lang=en&h=99&w=128&la=en&hash=59340FFAEAD61363FBE87EE182CC3DDF" class="megamenu__link-image" alt="tablet with pen" /> <span class="megamenu__link-label"> Technology, Big Data and AI </span> </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/themes/insights" class="megamenu__link megamenu__link--visual"> <img src="/-/media/images/navigation/rpc/Branded_img_585050692.jpg?sc_lang=en&h=99&w=128&la=en&hash=75AABC87788BB37AA06ABA8A21A54D0C" class="megamenu__link-image" alt="overhead view of man's hands holding red folder" /> <span class="megamenu__link-label"> Future of the Profession </span> </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/themes/sustainability" class="megamenu__link megamenu__link--visual"> <img src="/-/media/images/navigation/rpc/Branded_img_579154694.jpg?sc_lang=en&h=99&w=128&la=en&hash=F4CC1016D80CD5E0A8D672DF804284A0" class="megamenu__link-image" alt="green leaves on white background" /> <span class="megamenu__link-label"> Sustainable Investing </span> </a> </li> </ul> </nav> <nav class="megamenu__navigation-group" aria-labelledby="other-topics"> <span id="other-topics" class="megamenu__navigation-group-header"> Topics </span> <ul class="megamenu__navigation-group-items"> <li class="megamenu__navigation-group-item"> <a href="/en/topics/auditing-and-assurance" class="megamenu__link"> Auditing and Assurance </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/digital-finance-and-cryptoassets" class="megamenu__link"> Digital Finance and Cryptoassets </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/diversity-equity-and-inclusion" class="megamenu__link"> Diversity, Equity, and Inclusion </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/esg-investing-and-analysis" class="megamenu__link"> ESG Investing and Analysis </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/financial-reporting" class="megamenu__link"> Financial Reporting </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/index-investing-and-factor-strategies" class="megamenu__link"> Index Investing and Factor Strategies </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/net-zero-investing" class="megamenu__link"> Net-Zero Investing </a> </li> <li class="megamenu__navigation-group-item"> <a href="https://rpc.cfainstitute.org/en/topics/new-gen-of-investors" class="megamenu__link"> New Generation of Young Investors </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/pensions-and-retirement" class="megamenu__link"> Pensions and Retirement </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/performance-attribution" class="megamenu__link"> Performance Measurement and Attribution </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/topics/portfolio-construction-and-investment" class="megamenu__link"> Portfolio Construction and Investment </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/themes/sustainability/sustainability-reporting" class="megamenu__link"> Sustainability Reporting </a> </li> </ul> </nav> <nav class="megamenu__navigation-group" aria-labelledby="more-from-rpc"> <span id="more-from-rpc" class="megamenu__navigation-group-header"> More </span> <ul class="megamenu__navigation-group-items"> <li class="megamenu__navigation-group-item"> <a href="https://www.arx.cfa/" class="megamenu__link"> Asia-Pacific Research Exchange </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/blogs-and-podcasts" class="megamenu__link"> Blogs and Podcasts </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/policy/comment-letters" class="megamenu__link"> Comment Letters/Consultation Responses </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/about/board-and-committees" class="megamenu__link"> Advisory Board and Committees </a> </li> <li class="megamenu__navigation-group-item"> <a href="https://www.cfainstitute.org/ethics-standards" target="_blank" class="megamenu__link"> Ethics for the Profession </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/research-foundation/investment-data-alliance" class="megamenu__link"> Investment Data Alliance </a> </li> <li class="megamenu__navigation-group-item"> <a href="/cdn-cgi/l/email-protection#17657264727665747f396572666272646364577471767e7964637e6362637239786570286462757d7274632a457264727665747f375e737276" class="megamenu__link"> Submit Your Research Ideas </a> </li> <li class="megamenu__navigation-group-item"> <a href="https://www.systemicriskcouncil.org/" target="_blank" class="megamenu__link"> Systemic Risk Council </a> </li> <li class="megamenu__navigation-group-item"> <a href="/en/research-foundation/donate" class="megamenu__link"> Support the Research Foundation </a> </li> </ul> </nav> </div> <div class="sr-only"> <label for="megamenu-toggle"> <button>Close menu</button> </label> </div> </div> </div>  </header>   <main id="contentarea" class="content-grid stack-reset"> <section class="grid__item--bleed grid__item--themed theme--newsprint"> <div class="grid__item-container">  <nav id="breadcrumb-nav"> <ol class="breadcrumbs breadcrumbs--slash breadcrumbs--independent"> <li><a href=/en/>Research and Policy Center</a></li> <li class="current-page">ESG Investing and Analysis</li> </ol> </nav>  </div> </section> <section class="grid__item--bleed spotlight-hero"> <picture class="spotlight-hero__image media__ratio--square media__ratio--triple@md media__ratio--quad@lg media__ratio--quad-bleed@xl"> <img src="/-/media/images/hero/StandardPage-Hero-Images/esg-and-analysis-hero.jpg?w=2560&hash=125DF06E3848649E91E38B8FC0401927" srcset="/-/media/images/hero/StandardPage-Hero-Images/esg-and-analysis-hero.jpg?w=480&hash=47B2D8B8E2A91ABC47020F260DA1E422 480w, /-/media/images/hero/StandardPage-Hero-Images/esg-and-analysis-hero.jpg?w=768&hash=5F0D9EA18F7DA77E556159B047EC9273 768w, /-/media/images/hero/StandardPage-Hero-Images/esg-and-analysis-hero.jpg?w=1200&hash=CAC82968C6645B3A082898F74A1FCF45 1200w, /-/media/images/hero/StandardPage-Hero-Images/esg-and-analysis-hero.jpg?w=2560&hash=125DF06E3848649E91E38B8FC0401927 2560w" sizes="100%" alt="ESG Investing and Analysis"> </picture> <div class="spotlight-hero__container"> <div class="spotlight-hero__text"> <h1 class="spotlight-hero__title">ESG Investing and Analysis</h1> </div> </div> </section> <section class="article-grid">  <section class=" grid__item--full-width grid__item--inset grid__item--initial"> <div class="flex__container brand-card__container flex__container--1-up brand-card--horizontal@md flex__container--large-column-gap" >  <div class="brand-card flex__item"> <img src="/-/media/images/cards/landscapes/aerial-trees-with-worldmap.jpg?h=374&w=664&la=en&hash=A3D3F60C3C1CDB3EBD3A3300CA291A18" class="brand-card__media media__ratio--full media__ratio--wide@md" loading="lazy" alt="aerial-trees-with-worldmap" /> <div class="brand-card__content"> <div class="brand-card__content-description"> <p>A key motivation for investors in the practice of considering ESG (environmental, social, and governance) issues in financial analysis is to gain a fuller understanding of the companies in which they invest and the portfolios that they construct.</p> <p>Many investors use environmental, social, and governance data in security analysis and portfolio construction to identify material risks and growth opportunities. ESG data are not universally part of mandatory financial reporting, and identifying, understanding, and incorporating the data into investment analysis is challenging. CFA Institute aims to provide research and thought leadership to aid practitioners in ESG investing and analysis. </p> </div> </div> </div>  </div> <div class="flex__container brand-card__container flex__container--4-up@md flex__container--large-column-gap" >  <a href="/en/research/reports/2024/net-zero-investing-solutions-for-benchmarks" class="brand-card flex__item" ><img src="/-/media/images/cards/new-brand-landscape/autumn-trees-streams.jpg?h=498&w=664&la=en&hash=0890F36A3D62D094960B31460EEF6850" class="brand-card__media media__ratio--double" loading="lazy" alt="autumn-trees-streams" /> <div class="brand-card__content"> <span class="brand-card__content-category">Research Report</span> <h4 class="brand-card__content-title">Net-Zero Investing: Solutions for Benchmarks, Incentives, and Time Horizons</h4> <div class="brand-card__content-description"> By Bruno Bertocci, and Deborah Kidd, CFA </div> </div>  </a>  <a href="/en/research/reports/2024/modeling-climate-transition-risk" class="brand-card flex__item" ><img src="/-/media/images/cards/new-brand-landscape/aerial-road-through-canyon.jpg?h=442&w=664&la=en&hash=598F7208F0F5F8D20A99632BF3865930" class="brand-card__media media__ratio--double" loading="lazy" alt="aerial-road-through-canyon" /> <div class="brand-card__content"> <span class="brand-card__content-category">Research Report</span> <h4 class="brand-card__content-title">Modeling Climate Transition Risk: A Network Approach</h4> <div class="brand-card__content-description"> By Raymond Pang, and Gireesh Shrimali </div> </div>  </a>  <a href="/en/research/reports/2024/how-to-build-a-better-esg-fund-classification-system" class="brand-card flex__item" ><img src="/-/media/images/cards/blogs/2024/esgnicole.jpg?h=443&w=664&la=en&hash=C31FD20D150C00B6B4E598FCD03FDAF3" class="brand-card__media media__ratio--double" loading="lazy" alt="CFA Institute Global Industry Standards Team Takes on ESG Fund Classification" /> <div class="brand-card__content"> <span class="brand-card__content-category">Research Report</span> <h4 class="brand-card__content-title">How to Build a Better ESG Fund Classification System</h4> <div class="brand-card__content-description"> By Chris Fidler, and Nicole Gehrig </div> </div>  </a>  <a href="/en/research/surveys/2024/esg-regulatory-framework-in-the-eu" class="brand-card flex__item" ><img src="/-/media/images/cards/blogs/2024/climate-data-in-the-investment-process.jpg?h=395&w=664&la=en&hash=750EF5B340CFE5061C4A392FC66D0355" class="brand-card__media media__ratio--double" loading="lazy" alt="climate-data-in-the-investment-process" /> <div class="brand-card__content"> <span class="brand-card__content-category">Survey Report</span> <h4 class="brand-card__content-title">CFA Institute Survey Report on the ESG Regulatory Framework in the EU</h4> <div class="brand-card__content-description"> By Roberto Silvestri, and Josina Kamerling </div> </div>  </a>  <a href="/en/research/reports/2024/net-zero-in-the-balance" class="brand-card flex__item" ><img src="/-/media/images/hero/StandardPage-Hero-Images/ocean-sandbar.jpg?h=443&w=664&la=en&hash=A878967E6ED708479F8A58FF3FB12CFB" class="brand-card__media media__ratio--double" loading="lazy" alt="ocean-sandbar" /> <div class="brand-card__content"> <span class="brand-card__content-category">Research Report</span> <h4 class="brand-card__content-title">Net Zero in the Balance</h4> <div class="brand-card__content-description"> By Roger Urwin, FSIP </div> </div>  </a>  <a href="/en/research/reports/2024/climate-related-data-in-the-investment-process" class="brand-card flex__item" ><img src="/-/media/images/cards/new-brand-landscape/climate-related-ice-melt.jpg?h=442&w=664&la=en&hash=C8A64BB6703936466BA66BC9DEF41DB3" class="brand-card__media media__ratio--double" loading="lazy" alt="climate-related-ice-melt" /> <div class="brand-card__content"> <span class="brand-card__content-category">Research Report</span> <h4 class="brand-card__content-title">Climate Data in the Investment Process: Challenges, Resources, and Considerations</h4> <div class="brand-card__content-description"> By Andres Vinelli, Deborah Kidd, CFA, and Tyler Gellasch </div> </div>  </a>  <a href="/en/research/reports/2024/navigating-transition-finance" class="brand-card flex__item" ><img src="/-/media/images/cards/new-brand-landscape/aerial-landscape-field.jpg?h=498&w=664&la=en&hash=716D64ACEAF59DA1DED866C125659636" class="brand-card__media media__ratio--double" loading="lazy" alt="aerial-landscape-field" /> <div class="brand-card__content"> <span class="brand-card__content-category">Research Report</span> <h4 class="brand-card__content-title">Navigating Transition Finance: An Action List</h4> <div class="brand-card__content-description"> By Winnie Mak, and Andres Vinelli </div> </div>  </a>  <a href="/en/research/reports/2023/definitions-for-responsible-investment-approaches" class="brand-card flex__item" ><img src="/-/media/images/cards/new-brand-landscape/ocean-with-cliffs.jpg?h=443&w=664&la=en&hash=61B6B26E4A757C874AC7EBF972249905" class="brand-card__media media__ratio--double" loading="lazy" alt="ocean-with-cliffs" /> <div class="brand-card__content"> <span class="brand-card__content-category">Research Report</span> <h4 class="brand-card__content-title">5 Key Definitions for Responsible Investment</h4> <div class="brand-card__content-description"> By CFA Institute, Global Sustainable Investment Alliance, and Principles for Responsible Investment </div> </div>  </a> </div> </section>  </section> </main>   <footer class="footer"> <div class="footer__preroll"> <div class="footer__preroll-container"> <div class="footer__about"> <h2 class="footer__about-header h3"> About the Research and Policy Center (RPC) </h2> <p class="footer__about-text"> CFA Institute Research and Policy Center is transforming research insights into actions that strengthen markets, advance ethics, and improve investor outcomes for the ultimate benefit of society. </p> <a class="footer__about-cta button" role="button" href="/en/about" > Learn more about the RPC </a> </div> <div class="footer__latest"> <img class="footer__latest-background" srcset="/-/media/images/cta-background/aerial-skyscrapers.jpg?w=720&hash=5FAB353B5F96BEA739BAF4E906BD906F 720w" sizes="100% 720px" alt="aerial skyscrapers view" /> <h2 class="footer__latest-header h3"> Stay informed on the latest from the RPC </h2> <p class="footer__latest-text"> Sign up to get the latest updates from the RPC right to your inbox </p> <a class="footer__latest-cta button" role="button" href="/en/subscribe" > Subscribe here </a> </div> </div> </div> <div class="footer__top"> <div class="footer__logo cfa-font-weight-bold"> <span class="footer__logo-img"></span> </div> <div class="footer__social-links"> <ul> <li> <a href="http://linkedin.com/showcase/research-and-policy-center" rel="noopener noreferrer" title="Linkedin Page" target="_blank" > <span class="footer__social-icon icon icon--social-li"></span> <span class="sr-only">CFA Institute on LinkedIn</span> </a> </li> <li> <a href="http://www.facebook.com/CFAInstitute" rel="noopener noreferrer" title="Facebook Page" target="_blank" > <span class="footer__social-icon icon icon--social-fb"></span> <span class="sr-only">CFA Institute on Facebook</span> </a> </li> <li> <a href="https://twitter.com/cfainstitute" rel="noopener noreferrer" title="Twitter Page" target="_blank" > <span class="footer__social-icon icon icon--social-twitter"></span> <span class="sr-only">CFA Institute on Twitter</span> </a> </li> <li> <a href="http://e.weibo.com/cfainst" rel="noopener noreferrer" title="Weibo Page" target="_blank" > <span class="footer__social-icon icon icon--social-weibo"></span> <span class="sr-only">CFA Institute on Weibo</span> </a> </li> <li> <a href="/en/ICE-Feeds/RPC-Publications-Feed" rel="noopener noreferrer" title="CFA Institute Research and Policy Center RSS" target="_blank" > <span class="footer__social-icon icon icon--social-rss"></span> <span class="sr-only">Research and Policy Center RSS</span> </a> </li> </ul> </div> </div> <div class="footer__bottom"> <div class="footer__links"> <ul> <li> <a href="https://www.cfainstitute.org/" >CFA Institute</a> </li> <li> <a href="https://profile.cfainstitute.org/ContactUs" target="_blank" rel="noopener noreferrer" >Contact Us</a> </li> <li> <a href="https://www.cfainstitute.org/utility/accessibility" >Accessibility</a> </li> <li> <a href="https://www.cfainstitute.org/about/governance/policies/privacy-policy" title="Privacy Policy" >Privacy Policy</a> </li> <li> <a href="https://www.cfainstitute.org/about/governance/policies/terms-conditions" title="Terms and Conditions" >Terms & Conditions</a> </li> <li> <a href="/en/utility/sitemap" title="Sitemap" >Sitemap</a> </li> </ul> </div> <div class="footer__copyright"> © 2024 CFA Institute Research and Policy Center. All Rights Reserved. </div> </div> </footer>    <div id="privacy-banner" class="warning alert alert-dismissable"> <p class="message"> <span class="message-text">We're using cookies, but you can turn them off in Privacy Settings. Otherwise, you are agreeing to our use of cookies. Learn more in our <a href="https://old.cfainstitute.org/en/about/governance/policies/privacy-policy">Privacy Policy</a>.</span> <button id="privacySettings" class="secondary button modal-launch" data-target="#GDPR-modal">Privacy Settings</button> </p> <a href="#" id="closePrivacyWarning" data-dismiss="alert" class="close cfaicon-x" aria-label="Dismiss Warning"></a> </div>   <section> <div id="GDPR-modal" class="cfa-modal" aria-hidden="true" role="dialog"> <div class="cfa-modal-dialog">  <div class="modal-content"> <h5 class="modal-title alt" tabindex="0">Privacy Settings</h5> <div class="modal-body"> <p><strong>Functional cookies</strong>, which are necessary for basic site functionality like keeping you logged in, are <strong>always enabled</strong>.</p> <form> <p> <label for="analytics" class="indent-label"> <input id="analytics" class="indent-checkbox" type="checkbox" /> <strong>Allow analytics tracking.</strong> Analytics help us understand how the site is used, and which pages are the most popular. Read the <a href="https://old.cfainstitute.org/en/about/governance/policies/privacy-policy">Privacy Policy</a> to learn how this information is used. </label> </p> </form> </div> <div class="modal-footer"> <button id="privacySave">Save Settings</button> </div> </div> <button id="closePrivacyModal" class="modal-close click-to-close cfaicon-x"> <span class="screen-reader-only">Close Modal</span> </button> </div> </div> </section>  <script data-cfasync="false" src="/cdn-cgi/scripts/5c5dd728/cloudflare-static/email-decode.min.js"></script><script type="text/javascript" src="https://uxpatterns.cfainstitute.org/globalbundles/scripts/global.js?v=tKr06j74w_UwTO3VQ4dsdfoR3SpdtOFigUA8lCICGMI1"></script> <script type="text/javascript" src="https://uxpatterns.cfainstitute.org/globalbundles/scripts/global.components.js?v=qnLNB-FzKhduR4Wd5sRVpcYqanal60gImqt-G832YCU1"></script> <script src="/bundles/scripts/cfa?v=Ug0VhCFfCGrbp3AQOXY9yrmZ5y1--nPI5jCVyIT2jME1"></script> <link rel="stylesheet" href="https://static.cloud.coveo.com/searchui/v2.10089/css/CoveoFullSearch.css" /> <link rel="stylesheet" href="https://static.cloud.coveo.com/coveoforsitecore/ui/v0.55.8/css/CoveoForSitecore.css" /> <script class="coveo-script" type="text/javascript" src='https://static.cloud.coveo.com/searchui/v2.10089/js/CoveoJsSearch.Lazy.min.js'></script> <script class="coveo-for-sitecore-script" type="text/javascript" src='https://static.cloud.coveo.com/coveoforsitecore/ui/v0.55.8/js/CoveoForSitecore.Lazy.min.js'></script> <script type="text/javascript" src="https://static.cloud.coveo.com/searchui/v2.10089/js/cultures/en.js"></script> <div>  <div id="SearchResourcesProperties_3dc0d60233b242f889c4b45302263afe" class="CoveoForSitecoreContext" data-sc-should-have-analytics-component='true' data-sc-analytics-enabled='true' data-sc-current-language='en' data-prebind-sc-language-field-name='fieldTranslator' data-sc-language-field-name='_language' data-sc-labels='{"Ascending" : "Ascending" , "Descending" : "Descending" , "Created" : "Created" , "Created By" : "Created by" , "Creation Time" : "Creation time." , "Language" : "Language" , "Last Time Modified" : "Last time modified." , "Template" : "Template" , "Uniform resource identifier" : "URI" , "Updated By" : "Updated by" , "If the problem persists contact the administrator." : "If the problem persists contact the administrator." , "Search is currently unavailable" : "Oops! Something went wrong on the server."}' data-sc-maximum-age='900000' data-sc-page-name='esg-investing-and-analysis' data-sc-page-name-full-path='/sitecore/content/RPC/Home/topics/esg-investing-and-analysis' data-sc-index-source-name='Coveo_web_index - SCProd9Farm' data-sc-is-in-experience-editor='false' data-sc-is-user-anonymous='true' data-sc-item-uri='sitecore://web/{97B2FC14-27E5-4F60-B5FA-119619AE44AE}?lang=en&ver=1' data-sc-item-id='97b2fc14-27e5-4f60-b5fa-119619ae44ae' data-prebind-sc-latest-version-field-name='fieldTranslator' data-sc-latest-version-field-name='_latestversion' data-sc-rest-endpoint-uri='/coveo/rest' data-sc-analytics-endpoint-uri='/coveo/rest/ua' data-sc-site-name='rpc' data-sc-field-prefix='f' data-sc-field-suffix='72161' data-sc-prefer-source-specific-fields='false' data-sc-external-fields='[{"fieldName":"permanentid","shouldEscape":false}]' data-sc-source-specific-fields='[{"fieldName":"attachmentparentid"},{"fieldName":"clickableuri"},{"fieldName":"collection"},{"fieldName":"concepts"},{"fieldName":"date"},{"fieldName":"filetype"},{"fieldName":"indexeddate"},{"fieldName":"isattachment"},{"fieldName":"language"},{"fieldName":"printableuri"},{"fieldName":"rowid"},{"fieldName":"size"},{"fieldName":"source"},{"fieldName":"topparent"},{"fieldName":"topparentid"},{"fieldName":"transactionid"},{"fieldName":"uri"},{"fieldName":"urihash"}]' > </div> <script type="text/javascript"> var endpointConfiguration = { itemUri: "sitecore://web/{97B2FC14-27E5-4F60-B5FA-119619AE44AE}?lang=en&ver=1", siteName: "rpc", restEndpointUri: "/coveo/rest" }; if (typeof (CoveoForSitecore) !== "undefined") { CoveoForSitecore.SearchEndpoint.configureSitecoreEndpoint(endpointConfiguration); CoveoForSitecore.version = "5.0.1039.1"; var context = document.getElementById("SearchResourcesProperties_3dc0d60233b242f889c4b45302263afe"); if (!!context) { CoveoForSitecore.Context.configureContext(context); } } </script> </div> <script type="text/javascript">_satellite.pageBottom();</script>  <input id="MediaFramework_ItemId" name="MediaFramework_ItemId" type="hidden" value="97B2FC1427E54F60B5FA119619AE44AE"> </body> </html>

CINXE.COM

ESG Investing & Analysis | CFA Institute Research & Policy Center