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.