2025 record ESG outflows
LessonsMulti
$8.6B net outflows Q1 2025 sustainable funds
Source: IEEFA
2°C / 1.5°C scenarios
Climate RiskMulti
IPCC 2C and 1.5C transition scenarios
Source: encyclopedia
Active ownership engagement
ApproachesMulti
Stay invested + engage to drive change
Source: Straits
Best-in-class ESG selection
ApproachesLong
Pick top ESG performers in each sector
Source: encyclopedia
Bloomberg ESG data
DataMulti
Bloomberg ESG terminal data
Source: encyclopedia
Bloomberg MSCI ESG bonds
IndicesIncome
Bloomberg MSCI ESG bond indices
Source: encyclopedia
Blue bonds ocean
Green BondsIncome
Blue bonds for ocean conservation
Source: encyclopedia
Brown-to-green transition trade
Climate L/SLong
Long companies executing transition plans
Source: Global Economics
California Cap-and-Trade
Carbon MarketsMulti
CA ETS Western Climate Initiative
Source: encyclopedia
Calvert SRI funds
StrategiesLong
Calvert long-running SRI funds
Source: encyclopedia
Carbon Border Adjustment CBAM
Carbon MarketsMulti
EU CBAM tariff on imports w/ embedded CO2
Source: LSEG
Carbon Disclosure Project CDP
DataMulti
CDP corporate emissions disclosures
Source: encyclopedia
Carbon-intensity quintile sort
Climate L/SL/S
Long low-carbon-intensity short high-intensity
Source: encyclopedia
China ETS national
Carbon MarketsMulti
China national ETS (largest by volume)
Source: encyclopedia
Climate VaR estimation
Climate RiskMulti
Estimate climate-related VaR
Source: encyclopedia
Climate-VaR risk-adjusted
Climate L/SMulti
Penalize positions for climate VaR
Source: encyclopedia
Coal-divestment overlay
Climate L/SShort
Divest from coal miners + utilities
Source: encyclopedia
DEBUNKED ESG outperformance
LessonsMulti
Mixed evidence on ESG outperformance
Source: IEEFA
DEBUNKED greenwashing risk
LessonsMulti
Many funds rebadged as ESG with little change
Source: Global Economics
ESG integration mainstream
ApproachesMulti
Integrate ESG factors into traditional analysis
Source: ClimateCheck
ESG repositioning pragmatic
LessonsMulti
Shift from values-driven to risk-management framing
Source: Global Economics
EU CSRD reporting
DisclosuresMulti
EU CSRD detailed sustainability disclosures
Source: Straits
EU Climate Transition Benchmark CTB
IndicesLong
EU CTB regulatory benchmark
Source: encyclopedia
EU ETS carbon trading
Carbon MarketsMulti
EU Emissions Trading System (largest market)
Source: encyclopedia
EU Green Bond Standard
Green BondsIncome
EU GBS strict definition
Source: encyclopedia
EU Paris-Aligned Benchmark CTB stricter
IndicesLong
EU PAB stricter than CTB
Source: encyclopedia
EU SFDR Art 8/9
DisclosuresMulti
EU SFDR Art 8 (light-green) Art 9 (dark-green) funds
Source: encyclopedia
EU Taxonomy
DisclosuresMulti
EU Taxonomy 6 environmental objectives
Source: Norton Rose
EU Taxonomy aligned long
Climate L/SLong
Long EU-Taxonomy-aligned (RE + utilities focus)
Source: Man Group
EUA futures arbitrage
Carbon MarketsMulti
Trade EUA futures vs spot inefficiencies
Source: encyclopedia
Engine No 1 ExxonMobil activism
StrategiesMulti
Engine No 1 board seats at XOM 2021
Source: encyclopedia
Exclusionary screening
ApproachesLong
Remove sin stocks (tobacco firearms etc) from portfolio
Source: ClimateCheck
FTSE All-World TPI Climate Transition
IndicesLong
FTSE TPI grew >50% to $100B+ AUM
Source: LSEG
French OAT verts
Green BondsIncome
French sovereign green OAT
Source: encyclopedia
GRI Global Reporting Init
DisclosuresMulti
GRI sustainability standards
Source: encyclopedia
Gold Standard credits
Carbon MarketsMulti
Gold Standard credits high-quality
Source: encyclopedia
Green bond market growth
Green BondsIncome
Green bonds proceeds for green projects
Source: encyclopedia
Greenium green-bond premium
Green BondsIncome
Green bonds price tighter than vanilla = greenium
Source: encyclopedia
ISS-ESG ratings
DataMulti
ISS-ESG corporate ratings
Source: encyclopedia
ISSB IFRS sustainability
DisclosuresMulti
ISSB merged TCFD into IFRS sustain stds
Source: Straits
Impact investing measurable
ApproachesMulti
Impact = measurable social/environ outcomes
Source: Straits
Implied Temperature Rise ITR
Climate RiskMulti
MSCI ITR portfolio temperature pathway
Source: encyclopedia
Just transition framework
Climate RiskMulti
Just-transition combine social + climate
Source: Norton Rose
Long DRIV EV/AV ETF
StrategiesLong
Global X Autonomous + EV ETF
Source: encyclopedia
Long EU ETS via KRBN ETF
Carbon MarketsLong
KraneShares carbon ETF
Source: encyclopedia
Long FAN wind ETF
StrategiesLong
First Trust ISE Global Wind Energy
Source: encyclopedia
Long GRID smart grid ETF
StrategiesLong
First Trust Smart Grid Infra ETF
Source: encyclopedia
Long ICLN clean energy ETF
StrategiesLong
iShares Global Clean Energy
Source: encyclopedia
Long IDRV electric vehicle ETF
StrategiesLong
iShares Self-Driving EV ETF
Source: encyclopedia
Long LIT lithium ETF
StrategiesLong
Global X Lithium & Battery Tech
Source: encyclopedia
Long PHO water ETF
StrategiesLong
Invesco Water Resources
Source: encyclopedia
Long QCLN ETF
StrategiesLong
First Trust NASDAQ Clean Edge Green
Source: encyclopedia
Long SMOG climate ETF
StrategiesLong
VanEck Low Carbon Energy ETF
Source: encyclopedia
Long TAN solar ETF
StrategiesLong
Invesco Solar ETF TAN
Source: encyclopedia
Long URA uranium ETF
StrategiesLong
Global X Uranium ETF
Source: encyclopedia
Long climate winners short laggards
Climate L/SL/S
Long transition leaders short laggards
Source: Man Group
Long renewable utilities NEE
StrategiesLong
Long NextEra utility for renewables
Source: encyclopedia
Long water rights LAND etc
StrategiesLong
Direct water rights / farmland
Source: encyclopedia
Long-only ESG ETF iShares ESGU
StrategiesLong
iShares ESG Aware MSCI USA
Source: encyclopedia
MSCI ACWI Climate PAB
IndicesLong
MSCI ACWI Climate PAB Index global
Source: Man Group
MSCI Climate Change Index
IndicesLong
MSCI CC index - lower CO2 vs parent
Source: ScienceDirect
MSCI ESG ratings
DataMulti
MSCI ESG AAA-CCC ratings (most used)
Source: encyclopedia
MSCI Paris-Aligned Benchmark PAB
IndicesLong
MSCI PAB - 7% annual reduction trajectory
Source: ScienceDirect
MSCI SRI index
IndicesLong
MSCI SRI - top 25% ESG within sector
Source: encyclopedia
NGFS climate scenarios
Climate RiskMulti
NGFS Network for Greening Financial Sys
Source: encyclopedia
Negative screening tobacco firearms
ApproachesLong
Exclude tobacco firearms gambling military
Source: encyclopedia
Net-zero alignment portfolio
Climate RiskLong
Align portfolio with 2050 net-zero
Source: encyclopedia
Norms-based screening UNGC
ApproachesLong
Exclude UNGC violators
Source: encyclopedia
Oil & gas underweight
Climate L/SShort
Systematic underweight on fossil-fuel majors
Source: encyclopedia
Pax Global ESG funds
StrategiesLong
Pax World ESG mutual funds
Source: encyclopedia
Physical risk wildfire/flood
Climate RiskMulti
Map portfolio exposure to physical risks
Source: encyclopedia
Positive screening
ApproachesLong
Include only ESG leaders
Source: encyclopedia
RGGI Northeast US
Carbon MarketsMulti
Regional GHG Initiative
Source: encyclopedia
Refinitiv ESG scores
DataMulti
LSEG/Refinitiv ESG scores
Source: encyclopedia
RepRisk controversy alerts
DataMulti
RepRisk controversy alerts
Source: encyclopedia
S&P 500 ESG index
IndicesLong
S&P 500 ESG with screening
Source: encyclopedia
S&P Global ESG scores
DataMulti
S&P Global ESG scores
Source: encyclopedia
SASB Sustainability Acct Stds
DisclosuresMulti
SASB material sustainability data
Source: encyclopedia
SEC climate disclosure rules
DisclosuresMulti
US SEC climate-disclosure rules
Source: encyclopedia
Science-Based Targets initiative SBTi
Climate RiskMulti
SBTi corporate net-zero validation
Source: Norton Rose
Scope 1+2+3 emissions sort
Climate L/SL/S
Sort by total emissions including Scope 3 supply chain
Source: encyclopedia
Sector-relative climate L/S
Climate L/SL/S
Within-sector climate winners vs laggards
Source: Man Group
Social bonds
Green BondsIncome
Bonds for social projects
Source: encyclopedia
Sovereign green bond Germany
Green BondsIncome
German green Bund (twin issuance)
Source: encyclopedia
Stranded-asset short
Climate L/SShort
Short fossil-fuel reserves at risk of stranding
Source: OECD
Sustainability bonds combined
Green BondsIncome
Combined green + social bonds
Source: encyclopedia
Sustainability-linked bonds SLBs
Green BondsIncome
SLBs penalize coupon if KPIs missed
Source: encyclopedia
Sustainable Investment alignment
Climate L/SLong
Man Group SI alignment - multi-factor sustainability
Source: Man Group
Sustainalytics ESG ratings
DataMulti
Sustainalytics ESG-risk ratings
Source: encyclopedia
TCFD framework
DisclosuresMulti
TCFD climate disclosure framework
Source: ClimateCheck
Thematic ESG investing
ApproachesLong
Theme-specific (water clean energy etc)
Source: Straits Financial
Transition bonds
Green BondsIncome
Bonds for transition activities
Source: encyclopedia
Transition risk policy/tech
Climate RiskMulti
Policy + tech risk to fossil-fuel businesses
Source: OECD
Truvalue Labs AI ESG
DataMulti
Truvalue AI-driven ESG (FactSet)
Source: encyclopedia
UK ETS post-Brexit
Carbon MarketsMulti
UK ETS replacing EU ETS
Source: encyclopedia
UN PRI signatory
DisclosuresMulti
UN PRI principles for responsible investment
Source: ClimateCheck
Vanguard ESG VEGI
StrategiesLong
Vanguard ESG investing
Source: encyclopedia
Verra registered VCS credits
Carbon MarketsMulti
Verra VCS verified carbon standards
Source: encyclopedia
Voluntary Carbon Market VCM
Carbon MarketsMulti
VCM offsets - quality varies widely
Source: encyclopedia
iShares MSCI KLD 400 Social
StrategiesLong
KLD400 oldest SRI index
Source: encyclopedia
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.