Environmental, Social, & Governance Investing:
Screening In Companies that Adhere to Standards

Recently Released!!!
Date Published: November 23, 2018
Summary PowerPoint Deck: 85 Slides
Reference PowerPoint Deck: 806 Slides

The purpose of this research is to provide readers with a comprehensive understanding of environmental, social, & governance investing, a growing area of investing. This research combines with Tiburon's research on impact investing to support its broader coverage of socially responsible investing & impact investing, which in turn fits within its wealth management series.

This research addresses the key historical phases of environmental, social, & governance investing, including:
  • Emergence Phase
  • Maturation Phase
This research adresses the most common investment vehicles for environmental, social, & governance investing, including:
  • Packaged Products
    • Mutual Funds
    • Exchange Traded Funds (ETFs)
  • Separately Managed Accounts
This research defines the core screens for environmental, social, & governance investing, including:
  • Environmental
  • Social
  • Govenance

And this research makes several future predictions for environmental, social, & governance investing, including:

  • Substantial Environmental, Social, & Governance Investing Market Growth
  • Substantial Growth in Environmental, Social, & Governance Packaged Products
  • Growing Importance of Investing Themes Important to Women & Millennial Investors

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