DATA ANALYSIS IN THE ESG RATING

PARTNERSHIP WITH POLITECNICO DI MILANO

Our team of analysts has conducted five studies together with the School of Management of Politecnico di Milano and Harvard Business School.

“L’esposizione settoriale dei fondi “sostenibili”: un confronto fra i prodotti d’investimento articolo 6, articolo 8 e articolo 9”, 2024 (Italian)

“The divergence of ESG ratings for Italian listed companies: what are the differences between the various agencies?”, 2022

“The dynamics of ESG ratings and the return on bonds listed in Europe”, 2020

“The relationship between ESG ratings and the yield spread of bonds on the European markets”, 2019

“ESG ratings and market performance: a study of Stoxx Europe 600 index stocks”, 2018

CFA GUIDEBOOK

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

BANOR ESG

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.