Tuesday, October 10, 2006

Portfolio Strategy: Capital markets at the crossroads, Sustainable investing: Environmental focus


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


See full Article, in pdf format.