Investment Analysis

ESG (Environmental, Social, and Governance)

Investment criteria that evaluate companies based on environmental impact, social responsibility, and ethical governance practices.

Also known as: esg investing, sustainable investing, socially responsible investing

What You Need to Know

ESG investing goes beyond profits to consider how companies impact the world. It's the framework for "sustainable" or "socially responsible" investing.

The Three Pillars:

Environmental (E):

  • Carbon emissions and climate change
  • Renewable energy usage
  • Waste management and pollution
  • Water conservation

Social (S):

  • Employee treatment and diversity
  • Customer satisfaction
  • Community impact
  • Human rights in supply chains

Governance (G):

  • Board diversity and independence
  • Executive compensation
  • Anti-corruption policies
  • Shareholder rights

ESG in Practice:

  • High ESG Score: Microsoft (renewable energy, board diversity)
  • Low ESG Score: Traditional oil companies (emissions, environmental damage)

Performance Debate:

  • Some studies show ESG funds match or beat traditional funds
  • Others show slight underperformance due to limited investment universe
  • Higher expense ratios (0.2-0.5% more) can eat into returns

The Bottom Line: ESG lets you align investments with values. You're not just asking "will this make money?" but "does this company match my ethics?" Trade-off: potentially lower returns and higher fees, but growing evidence suggests competitive performance.

Sources & References

This information is sourced from authoritative government and academic institutions:

  • sec.gov

    https://www.sec.gov/files/esg-disclosure-keeping-pace-with-developments-affecting-investors.pdf

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