Perspectives & Case Studies
SASB standards enable ESG integration across multiple asset classes
- Data-driven corporate engagement
- Input to fundamental equity analysis
- Construct alternative indexes
Corporate Fixed Income
- Input to credit analysis and internal credit rating assignment
- Assess quality of disclosure for insight into risk
- Identify focus areas for fund and portfolio company due diligence
- Report to GPs and LPs on performance on material ESG topics
- Use SASB’s Infrastructure sector standards to guide risk assessment and performance reporting for real assets
Case Studies: Investors In Their Own Words
This case study illustrates how Partners Group’s adaptive approach for integrating SASB standards into their due diligence process has improved the efficiency of their ESG analyses, and shares lessons learned along the way.
In this case study, learn how PIMCO augments traditional credit analysis with a SASB-informed approach, and how it applies this ESG integration strategy in the commercial banking industry to better manage risk and return.
Leveraging SASB’s focus on financial materiality, PineBridge Investments defines sector-specific, climate-stress scenarios that allow it to readily incorporate key climate exposures alongside traditional risk-adjusted portfolio metrics, enhancing its analysis and facilitating more effective mitigation of the risks associated with a transition to a low-carbon economy. See how PineBridge Investments uses SASB’s framework to help build TCFD-ready, climate-resilient portfolios.
The financial materiality of ESG issues and increasing client interest in ESG investing led State Street Global Advisors (SSGA) to develop R-Factor™, an ESG scoring system that leverages SASB’s work to generate a unique ESG score for publicly listed companies. SSGA breaks down the anatomy of an R-Factor™ score, including an example of how information from a data provider might be filtered through SASB’s framework. In this case study, investment leaders at SSGA explain their approach to measuring ESG performance.
In this case study, QMA explains the results of research which indicates that company investments in SASB-aligned initiatives pay off. The findings demonstrate that markets reward strategic ESG practices with higher valuations. Learn more about the connections between ESG scores and investor valuation.
This case study illustrates how ESG considerations complement UBS’ fundamental equity analysis and capital allocation decisions, and how the development of their proprietary tools used in these decisions were informed by SASB.