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The most common ESG integration strategies that asset managers tend to employ on behalf of their clients are outlined in Figure 1-4:

 Screening: Excluding or including stocks based on exposure to certain factors

 Best-in-class: Selecting stocks based on high ESG scores

 Stock rating: Using an ESG performance rating system

 Value integration: Integrating ESG issues into stock valuations

 Thematic: Focusing portfolios on certain themes

 Engagement: Maintaining an ongoing dialogue on ESG issues

 Alignment: Affiliating with social or environmental goals

 Activism: Using voting capacity to engage companies

 Systematic: Employing quantitative or data-driven factors

© John Wiley & Sons, Inc.

FIGURE 1-4: Popular ESG investment strategies.