Publicação

Decoding the quality factor: integrate climate considerations in quality investing

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Detalhes bibliográficos
Resumo:Under an environment of growing awareness and urgency to fight climate change, the relevance of testing climate implications in an investment strategy becomes ever more pivotal. The present research describes a framework to select climate-aligned companies and study how it impacts the MSCI stock universe and a quality investing style strategy. It provides evidence that climate alignment can be incorporated in a portfolio without destroying the core attributes of a quality investing style strategy. High-quality companies are well equipped to deal with climate challenges and indeed contribute to building a more resilient, climate-aligned economy.
Autores principais:Branco, Mariana Pinto
Assunto:Factor investing Asset management Quality investing Climate integration Climate aligned strategies
Ano:2022
País:Portugal
Tipo de documento:dissertação de mestrado
Tipo de acesso:acesso aberto
Instituição associada:Universidade Nova de Lisboa
Idioma:inglês
Origem:Repositório Institucional da UNL
Descrição
Resumo:Under an environment of growing awareness and urgency to fight climate change, the relevance of testing climate implications in an investment strategy becomes ever more pivotal. The present research describes a framework to select climate-aligned companies and study how it impacts the MSCI stock universe and a quality investing style strategy. It provides evidence that climate alignment can be incorporated in a portfolio without destroying the core attributes of a quality investing style strategy. High-quality companies are well equipped to deal with climate challenges and indeed contribute to building a more resilient, climate-aligned economy.