In this year’s edition of our 10 for series, we put an environmental, social and governance (ESG) lens on 10 investment themes that may offer investors an opportunity to create a positive social and environmental impact through the equity market. The trends we identify are driven by corporate initiatives to scale new technologies, improve social conditions, conserve ecosystems and mitigate climate change.
For each of the 10 themes, we analyze a basket of companies and identify a firm that we regard as relatively well positioned from an ESG risk perspective. As outlined in the infographic below, we also assess each theme against the Sustainable Development Goals (SDGs).
Over the next few weeks, several of the contributors to 10 for 2020: Creating Impact Through Thematic Investing will publish blog posts elaborating on topics covered in the report. We hope that the report and this blog series will help investors develop new ways to promote the SDGs while gaining in the equities market.
Recent Content
Biodiversity in the Balance: Revisiting Portfolio Risks
On the occasion of COP16, this article updates previous research from Morningstar Sustainalytics showing how investing in companies facing high levels of risk associated with biodiversity loss can have a material effect on long-term portfolio performance.
