April 2021
Beginner to intermediate
368 pages
10h 55m
English
Content preview from ESG Investing For Dummies
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Chapter 8
Analyzing Equity-Based Instruments
IN THIS CHAPTER
Integrating ESG into stocks and other equity instruments
Delving into quantitative strategies for stocks
Checking out smart beta strategies for stocks
Focusing attention on a given ESG theme
Typical equity-based investment funds are either actively managed (the portfolio manager decides where and what to invest in) or passively managed (a fund tends to follow market indexes, with no active decisions made by the portfolio manager). This approach applies equally to ESG funds:
- Some managers determine their ESG universe based on a given number of stocks, which naturally increases the active risk (the measure of risk in a portfolio that is due to active management decisions) within a portfolio.
- Other managers take a more passive approach by following a specified index and its composition of securities, some of which may exclude given stocks (for example, fossil fuels, tobacco, and arms-related stocks). In other words, the index company selects the portfolio of companies that the fund manager then follows.
This chapter investigates ...
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