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New Study from Calvert Investments highlights alpha-generating potential of integrated ESG analysis

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Responsible investment manager Calvert Investment Management has partnered with Professor George Serafeim of the Harvard Business School to publish “The Financial and Societal Benefits of ESG Integration: Focus on Materiality.” 

The study, the second paper in the Calvert-Serafeim series, explores how systematic analysis of material environmental, social and governance (ESG) data may be able to help portfolio returns without adding additional risk.

The paper finds in a market environment that increasingly precludes alpha generation based purely on an analysis of financial metrics, the proper integration of ESG information into investment analysis can uncover risks and opportunities that markets have not yet valued.

“As the correlation between companies’ sustainability initiatives and their financial performance crystallises, investors need to be factoring material ESG data into their investment evaluation and decision-making process,” says Calvert Investments CEO John Streur (pictured). “This new paper in the Calvert-Serafeim series reinforces decision-making by asset managers and owners of all sizes that seeks to allocate capital in a manner that rewards good corporate behaviours identified via integrated ESG analysis. We are excited to be on the forefront of establishing a research platform that separates the financially material from the financially immaterial information when evaluating ESG factors.”

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