ESG is mainstream, fraught with confusion and there is very little to show for it despite record take up. Time to step up for real change… is it going to be the sustainability theme?
ESG is mainstream, fraught with confusion and there is very little to show for it despite record take up. Time to step up for real change… is it going to be the sustainability theme?
tarren.substack.com
I was an early adopter of ESG(Environment, Social and Governance). To be honest it was easier to complete and ESG analysis than jumping into 5 years of accounts when preparing the model. Also, to prepare the ESG analysis of a company goes someway into determining exactly what the company truly does and its real opportunities and definitely its risks. Just the ESG analysis alone can determining what needs to occur to rerate the stock prior to completing the determination of the intrinsic value.
ESG is mainstream, fraught with confusion and there is very little to show for it despite record take up. Time to step up for real change… is it going to be the sustainability theme?
ESG is mainstream, fraught with confusion and…
ESG is mainstream, fraught with confusion and there is very little to show for it despite record take up. Time to step up for real change… is it going to be the sustainability theme?
I was an early adopter of ESG(Environment, Social and Governance). To be honest it was easier to complete and ESG analysis than jumping into 5 years of accounts when preparing the model. Also, to prepare the ESG analysis of a company goes someway into determining exactly what the company truly does and its real opportunities and definitely its risks. Just the ESG analysis alone can determining what needs to occur to rerate the stock prior to completing the determination of the intrinsic value.