For an overview of how ESG is being implemented, check out Callan’s 2018 ESG survey and/or research in the Financial Analysts Journal. In a posting for Enterprising Investor, Christopher Merker lays out some challenges for ESG investing, including the need for better definition of standards and terminology, improving the quality of ESG information, and moving the focus beyond listed equities.
Christopher K. Merker, PhD, CFA, is a director with Robert W. Baird & Co. Merker holds a PhD in Investment Governance and Fiduciary Effectiveness from Marquette University. He is a past president of the CFA Society Milwaukee and a current board member. An adjunct professor of finance at Marquette University, where he teaches the investment course, Sustainable Finance, he is also executive director of Fund Governance Analytics, LLC, a provider of governance research and diagnostic tools for issuers, asset owners and institutional investors. He publishes the blog, Sustainable Finance, which covers current topics around sustainability in investing (www.sustainablefinanceblog.org)