Enhanced Analytics for a New Generation of Investor

Author
James O'Loughlin, Raj Thamotheram
Publisher
Universities Superannuation Scheme Limited
Publication date
May 2006
Type
Reports
Category
SRI/Sustainable Finance
Sustainability and the Business Case
Discipline
Organisational Behaviour
Language
English
Free/Pay for content
Free
 

The report includes evidence of the role that extrafinancial factors play in corporate and in stock market performance. It explains why the availability of such research does not automatically result in such factors being incorporated into investment decisions. It highlights why some investors are finding that the incorporation of extra-financial factors in investing is enhancing their understanding of the equation for valuing ompanies.

It illustrates how certain research houses are going beyond traditional investment analysis to learn that a systematic treatment of extra-financial factors can enhance the provision of value-added ideas to their clients. And it discusses what CEOs and CFOs, fund managers, trustees - as well as the consultants
that advise them on fund manager selection - and the union movement can do to ensure that the consideration of extra-financial factors gets due regard in the decisions that impact upon the allocation of capital.