ESG Quantitative aspects: performance impact and asset allocation

The aim of this course is to provide participants with an understanding the academic and industry evidence supporting an ESG approach and the quantitative impact of including ESG within an asset allocation


For individuals in Asset or Wealth Management designing, selling or supporting ESG products

Learning Outcomes

At the end of this course participants can
– Describe of recent performance data for ESG funds
– Explain the challenges in isolating ESG performance
– Summarise the conclusions of key academic studies reviewing ESG approaches
– Explain the impact of ESG in the context of correlation and a portfolio asset allocation

Course Content

ESG Fund Performance
– ESG performance across asset classes
– ESG AUM growth
How can we say ESG adds value?
– challenge of comparing like-for-like
– empirical evidence of improved ESG outcomes
– the logical reciprocal of ‘Sin Stocks’
Academic Research Viewpoints
– Friede, Busch and Bassen, 2015
– Clark, Feiner & Viehs, 2015
ESG in the context of corporate behaviour
– Khan, Serafeim and Yoon, 2015
– McKinsey on “Why ESG is here to stay” 2020
Integration into Asset Allocation process
– Recommendations from Based on PRI “A practical guide to ESG Integration for Equity Investing”


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