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Contribution Details

Type Master's Thesis
Scope Discipline-based scholarship
Title Environmental, Social and Governance (ESG) Investment Strategies: Analysis of Best Practice Solutions for Institutional Investors – The case of EUROFIMA
Organization Unit
Authors
  • Victoria Barth
Supervisors
  • Jacqueline Haverals
  • Michel Habib
Language
  • English
Institution University of Zurich
Faculty Faculty of Business, Economics and Informatics
Number of Pages 79
Date 2020
Abstract Text Recent years have seen increased interest in responsible investing (Kaiser 2020). Environmental, Social and Governance (ESG) criteria enable evaluation of ESG concerns in the investment context. This thesis provides a framework for integrating assets qualifying as ESG investments into existing portfolios, by selecting specific criteria and identifying their according thresholds, based on research and exemplified on EUROFIMA’s portfolio, in line with their strategic ESG ambitions. The data used for this analysis was limited to data provided by EUROFIMA and Sustainalytics, a data provider for ESG ratings, and basic publicly available data. To automate the process, an ESG Dashboard has been developed, able to integrate ESG data on existing portfolios and highlight its impact.
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