Fundamentals analysis and our value approach will remain crucial in creating value over time. Integrating environmental, social sustainability and governance criteria (ESG) using the traditional models of value-based financial analysis, can benefit the investment strategies.
DATA ANALYSIS IN THE ESG RATING
PARTNERSHIP WITH POLITECNICO DI MILANO
Our team of analysts has conducted three studies on equity and bond market together with the School of Management of Politecnico di Milano and Harvard Business School.
The studies show that companies with the highest ESG ratings are the ones that perform best both on the equity and the bond side. Moreover, the gap between the price of less responsible companies and more sustainable ones is increasing, especially in the last few years.
Banor SIM has sponsored two editions of CFA Guidebook* dedicated to the ESG Investments and Value Investing.
“Value investing” published by CFA Society Italy and Advisor Private, 2020. Exclusive content signed by Banor SIM: “Value Investing ai tempi del Covid-19”, “Value Investing: quando un titolo Value è anche Growth?” and “Banche e Value Investing: opportunità o trappola?”.
“ESG and Value investing” published by CFA Society Italy and Advisor Private, 2019. Exclusive content signed by Banor SIM: “Rating ESG obbligazionario”, “Futuro degli investimenti gestiti seguendo la metodologia ESG” and “ESG e Value Investing”.
*Italian version only