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ESG and Sustainable Investing Report
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Engagement Report
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Februar 25, 2022
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ESG and Sustainable Investing Report |
This annual report by the Global Opportunity team1 discusses our HELP & ACT framework to integrate ESG within the investment process, the carbon footprint of the portfolios, company engagement, participation in collaborative initiatives and relevant Morgan Stanley Investment Management policies.
ESG and the Sustainability of Competitive Advantage
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.
In the five years since we published ESG and the Sustainability of Competitive Advantage (2017)[HS(1] , we have continued to innovate and evolve our process. We developed a proprietary framework called HELP & ACT to employ a holistic approach to ESG 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.
Click on the PDF to read the full report.
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Head of Global Opportunity Team
Counterpoint Global
Global Opportunity Team
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Managing Director, Global Opportunity Team
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Emily Tsui
Executive Director
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