Trust but verify: using ESG data to build environmentally friendly portfolios

    Manulife Investment Management
    Caryn E. Rothman, CFA, Senior Portfolio Manager, Head of Global Credit
    Frederick W. Isleib III, CFA, Director, Environmental, Social, and Governance (ESG) Research and Integration

    With so much environmental, social, and governance data being created, sorting through the noise is no easy feat. We explore the data challenges and the solutions to create truly climate-friendly fixed-income portfolios.

    Data, it seems, is only as good as the way it’s analyzed. Without proper interpretation, data becomes useless at best, and dangerous at worst. This philosophy is true across domains, including portfolio management. When it comes to building climate-friendly portfolios, proper data analysis is critical, since environmental, social, and governance (ESG) data is fairly new to the world of finance and standardization of that data remains essentially nonexistent.

    So how can managers build truly “green” fixed-income portfolios?

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