Alpha-Centric ESG Research

Kyle Rudden

This Insight is a relatively brief, high-level overview of the sustainability framework ecosystem. It will be followed (soon) by deeper dives into individual frameworks, starting with the "Big Three."<ol>
<li>
UN Sustainable Development Goals (SDGs), a framework for society-level sustainability</li>
<li>
Global Reporting Initiative (GRI), a company-level framework for a very broad audience</li>
<li>
Sustainability Accounting Standards Board (SASB), company-level but investor-focused</li>
</ol>These Insights aren't merely an academic exercise.They will have educational value vis-à-vis sustainable/ESG investing, but their primary purpose is as context for upcoming reports on integrating the SDGs into ESG investing strategies, such as:<ul>
<li>
ESG Alpha: Mapping country-level SDG data to securities since larger diversified portfolios are often impacted by SDG outcomes; SDGS serving as a barometer for macro risk and alpha.</li>
<li>
ESG Impact: Mapping security-level ESG performance (based on GRI and SASB standards) to the SDGs, guiding securities selection in a way that enhances a portfolio's societal impact.</li>
</ul>After explaining key concepts like global sustainability, sustainable development, and the Triple Bottom Line – all prerequisites to the framework stuff – the report roughly takes this outline:<ul>
<li>Overview of the sustainable investing spectrum and relative prioritsation of alpha and impact</li>
<li>Bird's-eye view of the overall sustainability/ESG ecosystem (framework, standards, and other)</li>
<li>Quick sight-seeing sojourn to look at the handful of listed companies dotting this landscape</li>
<li>Final destination, an overview of the "Big Three" and other major sustainability frameworks</li>
</ul>

This Insight is a relatively brief, high-level overview of the sustainability framework ecosystem. It will be followed (soon) by deeper dives into individual frameworks, starting with the "Big Three."

UN Sustainable Development Goals (SDGs), a framework for society-level sustainability

Global Reporting Initiative (GRI), a company-level framework for a very broad audience

Sustainability Accounting Standards Board (SASB), company-level but investor-focused
These Insights aren't merely an academic exercise.They will have educational value vis-à-vis sustainable/ESG investing, but their primary purpose is as context for upcoming reports on integrating the SDGs into ESG investing strategies, such as:

ESG Alpha: Mapping country-level SDG data to securities since larger diversified portfolios are often impacted by SDG outcomes; SDGS serving as a barometer for macro risk and alpha.

ESG Impact: Mapping security-level ESG performance (based on GRI and SASB standards) to the SDGs, guiding securities selection in a way that enhances a portfolio's societal impact.
After explaining key concepts like global sustainability, sustainable development, and the Triple Bottom Line – all prerequisites to the framework stuff – the report roughly takes this outline:
Overview of the sustainable investing spectrum and relative prioritsation of alpha and impact
Bird's-eye view of the overall sustainability/ESG ecosystem (framework, standards, and other)
Quick sight-seeing sojourn to look at the handful of listed companies dotting this landscape
Final destination, an overview of the "Big Three" and other major sustainability frameworks


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Sustainability/ESG Frameworks: Overview

This Insight is a relatively brief, high-level overview of the sustainability framework ecosystem. It will be followed (soon) by deeper dives into...

Kyle Rudden

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