ESG in Conversation

ESG in Conversation: Using ESG Data in Portfolio Construction


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Episode Summary 
Host: 
  • Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics 
Guest: 
  • Aymen Karoui, Director of Methodology and Product Architecture, Morningstar Sustainalytics
Data as the Foundation for Successful Portfolios 

How can ESG ratings help investors identify risk when constructing and maintaining their portfolios? In this episode, we explore the practical answers to this question and more. We also feature research leveraging Sustainalytics’ Low Carbon Transition Ratings and Physical Climate Risk Metrics assessing companies' misalignment with the transition to net zero.  

We also discussed COP 16, which is focused on biodiversity and the key role of the private sector in addressing biodiversity loss. A recent article using data from our Biodiversity and Natural Capital Stewardship program found that many companies are at the beginning of their journeys. 

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Key Moments

00:00:00 

Introduction 

00:01:07 

Interview with Aymen Karoui about Morningstar Sustainalytics report series in collaboration with Natixis exploring the ESG Risk Ratings and portfolio risk 

00:19:51

Overview of the “Navigating Material Climate Risks in the Global Equities Market” report 

00:20:57 

Overview of “Mobilizing the Private Sector for COP16: A Critical Juncture for Biodiversity Action” 

00:22:29

Highlights of upcoming Morningstar Sustainalytics events

 

Links to Select Resources
  • Report series with Natixis  
  • ESG Risk Ratings: A 360° Review
  • ESG Risk Ratings: Distilling for Enhanced Performance and Downside Protection
  • ESG Risk Premium: A Further Look
  • Navigating Material Climate Risks in the Global Equities Markets
  • Mobilizing the Private Sector for COP16: A Critical Juncture for Biodiversity Action
  • Morningstar Sustainable Investing Summit 2024 
  • More episodes

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