Integrating ESG into the Fixed-Income Portfolio

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CFA Institute Conference Proceedings Quarterly
Fourth Quarter 2015 | Vol. 32 | No. 4 | 8 pages
Source: CFA Institute
Christoph M. Klein, CFA



The benefits of considering environmental, social, and governance (ESG) factors have propelled the strategy into mainstream investing. Integrating ESG factors into fixed-income analysis can reduce idiosyncratic and portfolio risk and improve portfolio performance by helping investors anticipate and avoid investments that may be prone to credit rating downgrades, widening credit spreads, and price volatility.

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  • Portfolio Management:
    • Environmental, Social, and Governance (ESG) Investing and Faith-Based Finance
    • ·
    • Fixed-Income Portfolio Management Strategies
Credits · About the CE Program
0.5 CE (including 0 SER) Manage CE Credits

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