Morgan Stanley IM: ESG Update
The Global Opportunity team shares its annual update on ESG engagement activity.01.03.2023 | 07:49 Uhr
This annual update from the Global Opportunity team discusses our approach at a global level incorporating our HELP & ACT framework to integrate ESG within the investment process, the carbon intensity of the portfolios, company engagement examples, participation in collaborative initiatives and Morgan Stanley Investment Management policies.
The Global Opportunity team’s investment process integrates analysis of sustainability with respect to disruptive change, financial strength and environmental and social externalities and governance (also referred to as ESG). We view ESG as a component of quality and consider the valuation, sustainability and fundamental risks inherent in every portfolio position.
Our HELP & ACT framework employs a holistic approach to ESG integration within our company quality assessment by analyzing potential impacts to humanity’s health, environment, liberty and productivity and corporate governance measures to ensure agency, culture and trust. HELP & ACT is designed to reduce complexity of analysis by distilling a multitude of potential ESG criteria to the material factors that may condition a company’s ability to sustain competitive advantage over the long-term. These material ESG factors are integrated within the investment process on a non-binding basis.