Skip to main navigation
Home
  • Library
  • Publishers & Tools
  • CE Credits
  • Financial Apps
  • About
  • Sign in
  • Register
      Filters
      Clean

      Follow

      Portfolio Construction
      Sustainable Investing
      Print
      Share
      • Linkedin
      • Twitter
      video by William Blair
      This piece is approved to use with clients.

      Evaluating Climate Change Critical in ESG Integration

      Shivani Patel Sustainability Analyst
      Oct 03, 2022

      Climate change, if left unchecked, will likely have such widespread implications that it could threaten the stability of the global financial system.

      Shivani Patel is a sustainability analyst on William Blair’s U.S. growth and core equity team.

      View Disclosure

      This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.

      Information and opinions expressed are those of the authors and may not reflect the opinions of other investment teams within William Blair Investment Management, LLC, or affiliates. Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Information is current as of the date appearing in this material only and subject to change without notice. Statements concerning financial market trends are based on current market conditions, which will fluctuate. This material may include estimates, outlooks, projections, and other forward-looking statements. Due to a variety of factors, actual events may differ significantly from those presented.

      Investing involves risks, including the possible loss of principal. Equity securities may decline in value due to both real and perceived general market, economic, and industry conditions. The securities of smaller companies may be more volatile and less liquid than securities of larger companies. Investing in foreign denominated and/or domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks. These risks may be enhanced in emerging markets. Different investment styles may shift in and out of favor depending on market conditions. Individual securities may not perform as expected or a strategy used by the Adviser may fail to produce its intended result.

      Investing in the bond market is subject to certain risks including market, interest rate, issuer, credit, and inflation risk. Rising interest rates generally cause bond prices to fall. High-yield, lower-rated, securities involve greater risk than higher-rated securities. Sovereign debt securities are subject to the risk that an entity may delay or refuse to pay interest or principal on its sovereign debt because of cash flow problems, insufficient foreign reserves, or political or other considerations. Derivatives may involve certain risks such as counterparty, liquidity, interest rate, market, credit, management, and the risk that a position could not be closed when most advantageous. Diversification does not ensure against loss. The inclusion of Environmental, Social and Governance (ESG) factors beyond traditional financial information in the selection of securities could result in a strategy's performance deviating from other strategies or benchmarks, depending on whether such factors are in or out of favor. ESG analysis may rely on certain values based criteria to eliminate exposures found in similar strategies or benchmarks, which could result in performance deviating.

      There can be no assurance that investment objectives will be met. Any investment or strategy mentioned herein may not be appropriate for every investor. References to specific companies are for illustrative purposes only and should not be construed as investment advice or a recommendation to buy or sell any security. Past performance is not indicative of future returns.

      Privacy & Security | Cookie Policy | Social Media Disclaimer | FINRA’s BrokerCheck | Glossary

      Sign in

      Register to view this content.

      Why should I register?

       You get full access to all content in the expansive library
       

        You can follow topics that interest you and save content for later

      Related Articles
      Sustainable Investing

      ESG Investing: How to Assess and Navigate Biodiversity Risk

      article by Northern Trust Asset Management

      Biodiversity loss among the top 3 global risks over the next 10 years

      Dec 06, 2022
      Sustainable Investing

      How to Build an ESG Core When Harvesting Losses

      article by SSGA
      This piece is approved to use with clients.

      Widespread market losses and the increased availability of ESG funds make harvesting losses and repositioning for ESG a compelling proposition now.

      Oct 21, 2022
      Sustainable Investing

      MarketScape: ESG Investing: Engaging with Companies on Human Rights and Diversity

      video by Northern Trust Asset Management

      Active ownership plays a central role in managing risk and performance in ESG investing. 

      Oct 14, 2022

      Categories

      • Market Insights
      • Portfolio Construction
      • Financial Planning
      • Practice Management

      Partners & Services

      • About Envestnet Institute
      • Publishers & Tools
      • On Campus
      • Envestnet.com

      Other

      • Privacy
      • Terms & Conditions
      • Email Preferences
      • Contact Us
      This website is for investment professionals only. It is not intended for private investors. Private investors interested in investment services should contact a financial professional.
      © 2008 - 2022 Envestnet. All rights reserved