Our approach to ESG investing is consistent with our broader consulting philosophy: Customized solutions are required to meet each institutional investor’s needs. We work with you to understand your investment objectives and to establish a sound fiduciary process for decision-making. In our experience, the definitions of ESG vary widely across organizations, depending on values and priorities. Implementation can take many forms, including factor integration into investment analysis, negative screens, themed strategies, carbon footprinting, and shareholder activism, which makes customization essential. Recent client projects related to ESG include:
Our ongoing research and education focuses on the impact on returns and risk mitigation from incorporating ESG factors. Specifically, we:
Also, our ESG Committee meets regularly to address relevant new issues in the space and communicates industry findings with clients and colleagues.
Callan regularly publishes blogs, white papers, and surveys on ESG, featuring the insights of Callan experts. Please take a few minutes to explore our latest publications.
Our ESG experts and in-depth research are often cited in industry and broad-reaching publications all over the globe. See the latest…
Incorporated ESG factors in 2019
Incorporated ESG factors in 2013
Consider ESG with Every Investment Manager/Selection
Our 7th annual ESG Survey of 89 U.S. institutional investors shows a continued commitment to implementation—with 42% incorporating environmental, social, and governance (ESG) factors into investment decisions in 2019.
Since our first ESG Survey in 2013, trends seem clear: increasing adoption in the U.S., even as implementation, varies by investor. At the same time, the groundswell of research, data, and global investor collaboration is paving the way for fresh investors to consider how ESG might complement their investment decision-making framework, and for experienced ESG investors to go deeper across their portfolio.
Read the survey here.
The Callan ESG Committee reviews all client projects that incorporate ESG into the investment framework. This group also creates solutions to issues facing our clients, and develops research to bring transparency and insight to the rapidly changing ESG landscape.