Integrating ESG Factors in Equity Investing

Abstract

This project aimed at developing an effective methodology to incorporate Environmental, Social, and Governance (ESG) factors into equity investment process of Brasil Capital, a Brazilian asset management company. The project was divided in three phases. The first phase was a research about ESG Integration practices, with its relevant factors, issues, source of information, and tools and techniques. The second phase was an analysis on Brasil Capital: corporate profile, investment decision processes, culture, organizational structure, and its adherence to an ESG integration. The third phase consists of a guide to the integration of ESG factors into Brasil Capital investment decision process, with recommendations and next steps.