Sustainable Investing (Values-Based Investing):

Environmental, Social, & Governance (ESG) Investing and Impact Investing

Recently Released!!!
Date Published: May 7, 2024
Summary PowerPoint Deck: 323 Slides
Reference PowerPoint Deck: 1,168 Slides

The purpose of this research is to provide readers with a comprehensive understanding of sustainable investing, including environmental, social, & governance investing and impact investing, all of which are part of a rapidly growing market trend. This research is part of Tiburon's specialized topics series that includes other trending topics.

This research starts with a context setting chapter and then addresses the key historical phases of sustainable investing, including:

  • Socially Responsible Investing (SRI) Emergence Phase
  • Environmental, Social, & Governance (ESG) Investing Emergence Phase
  • Impact Investing Emergence Phase
  • Packaged Products & Critical Judgement Phase
This research addresses the market growth and leading sustainable investing firms.

This research addresses key businesses within sustainable investing, including:

  • Environmental, Social, & Governance (ESG) Investing (Public Securities)
  • Impact Investing (Private Funds)
    • Community Development Lending
    • Microfinance
This research addresses the key markets & distribution channels for sustainable investing, including:

  • International (Non-United States) Markets
  • Institutional Markets
  • Financial Advisor Channels
  • Discount & Online Brokerage Firms
And this research makes several future predictions for sustainable investing, including:

  • More Formalization of Sustainable Investing through Data Sources, Indices, Research, Ratings, Rankings, & Platforms
  • Moderate Sustainable Investing Market Growth
  • Potential for Renaming as Values-Based Investing
  • Continuing Dominance of Environmental, Social, & Governance (ESG) Investing (Public Securities)
  • Continuing Dominance of International (Non-United States) Markets and Expanding Distribution in Financial Advisor Channels and Discount & Online Brokerage Firms

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