Share:
ESG Criteria in Action: Practical Methodologies for Investment Managers
In this report, we explore how to integrate ESG criteria into investment processes from a practical and applied perspective. A journey through methodologies, tools and approaches that help improve analysis, manage risks in greater depth and steer decisions towards more sustainable and resilient models over time.
The incorporation of environmental, social and governance (ESG) factors has become a strategic dimension within the financial sector. Beyond a complementary approach, their application helps improve risk assessment, anticipate regulatory changes and gain a deeper understanding of the sustainability of business models in the medium and long term.
On this basis, the report offers a clear and structured approach to this integration, combining conceptual foundations with practical guidance. Throughout the document, different assessment methodologies tailored to each asset class are addressed —equities, fixed income, private equity and venture capital—, focusing on how to apply these criteria in real processes without losing operational efficiency.
Along these lines, the content covers key issues such as the identification of material factors, the combined use of screening and integration approaches, and data management as a support for analysis. It also explores how to incorporate these elements into the different stages of the investment process, as well as their impact on risk assessment and the consistency of decisions.
In addition, the document provides an overview of the European and national regulatory context —with references to the SFDR, the European Taxonomy and the CSRD— and how these translate into specific requirements for organisations. At the same time, it addresses the measurement and communication of impact, emphasising that this information should be genuinely useful for management purposes and not merely for compliance.
To enrich this perspective, the report features the contribution of four experts who have helped shape it, providing complementary approaches grounded in practice:
- Miguel de Ros, business angel, Managing Partner at InfraOceans and board advisor at Social Nest Foundation
- Luz Martínez, Director of Communications and Public Relations at Zubi Group
- Ana García, founder of Atlas for Work and consultant specialising in sustainability
- Paloma Cabrera Parga, environmental risk analyst at CaixaBank
This report is aimed at investment managers and finance professionals seeking to incorporate ESG criteria with rigour, a practical mindset and consistency with their processes.
Download the full PDF and gain access to methodologies, tools and key insights for integrating ESG criteria into investment decision-making.
Monografic_ESG criteria in action
Format: .pdf. 1.36 MB