Portfolio Strategy: Capital markets at the crossroads, Sustainable investing: Environmental focus
September 2006
Goldman Sachs’ environmental, social and governance (ESG) research works to integrate ESG issues with industrial analysis and valuation on a sector-by-sector basis, and to identify investment themes related to alternative energy, water, and other emerging ESG issues.
Main themes for discussion:
• Socially Responsible Investing (SRI) is gaining both momentum and a new acronym; “ESG” incorporates Environmental, Social and Governance issues
• For investors, it’s not just about the environment, but also concern about fiduciary responsibilities
• Environmentally sensitive investing is cognizant of both risks and opportunities
There can be dramatic impact from ongoing technological change and structural adjustments in the economy.
>> Portfolio Strategy: Capital markets at the crossroads, Sustainable investing: Environmental focus September 2006 [PDF, 121 KB]
Main themes for discussion:
• Socially Responsible Investing (SRI) is gaining both momentum and a new acronym; “ESG” incorporates Environmental, Social and Governance issues
• For investors, it’s not just about the environment, but also concern about fiduciary responsibilities
• Environmentally sensitive investing is cognizant of both risks and opportunities
There can be dramatic impact from ongoing technological change and structural adjustments in the economy.
>> Portfolio Strategy: Capital markets at the crossroads, Sustainable investing: Environmental focus September 2006 [PDF, 121 KB]