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Sustainable Investing

How to measure and improve a portfolio’s contribution to proprietary sustainability goals?

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If your sustainability goals differ from the three broad definitions of E, S and G how can you measure their success?

Many asset managers and pension funds formulate their own sustainability goals and criteria, which are often more narrow and specific than E, S and G.

With existing sustainability scoring data, is it possible to measure a company’s or a portfolio’s contribution to such specific goals, and if yes, then how?

We partnered with Probability & Partners to address this question. 

By using the example of the UN Sustainable Development Goals, we describe how to choose sustainable portfolios in a diversified way and examine whether choosing stock portfolios according to specific sustainability goals significantly compromises their financial performance.

Access the full report to find out:

  • How specific sustainability goals can be measured using granular ESG metrics.
  • How UN SDGs can be well-measured using ESG data.

For a variety of goals, investors do not have to compromise on financial performance of their portfolios and can even expect an outperformance over the benchmark.

Key content

450+

ESG metrics covered in the Refinitiv ESG database

3

Sustainable Development goals covered in the research

35

Refinitiv ESG data metrics used in the analysis

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Defining a sustainable investing strategy involves determining what outcomes and impact you want to drive, and indeed identifying how you align your security exposures to these. This is non-trivial work but central to mainstreaming ESG integration into investment strategies. Refinitiv is delighted to share research which provides insights into how to think about this process and also correlates the performance benefits that can be wrought from integrating sustainable thematics into asset allocation.

Leon Saunders Calvert
Head of Research & Portfolio Management, Refinitiv