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ESG How ESG monitoring of corporates complements investment research

KEY TAKEAWAYS

  • Our corporate monitoring process is designed to identify issuers among our equity and corporate bond holdings for further research and review of potentially material ESG risks.
  • We use scores and indicators from third-party ESG data providers to help flag issuers that present potentially elevated ESG risks across five criteria.
  • By supporting awareness among our investment professionals of external views of elevated ESG risks, monitoring complements their investment research and analysis while also encouraging objectivity in our ESG integration process.
  • Investment decisions are based on a long-term view, engagement and analysis – never on monitoring alone.

Monitoring for material ESG risks

Explore how we complement our investment research with a proprietary approach to corporate monitoring.

Explore the latest research and insights in our environmental, social and governance (ESG) perspectives library

Jessica Ground is global head of ESG at Capital Group, with responsibility for setting and executing ESG strategy. She has 27 years of industry experience and has been with Capital Group for four years. Prior to joining Capital, Jessica led ESG at Schroders. Earlier in her career, she was an equity analyst and a portfolio manager before focusing on ESG. She holds a number of industry leadership positions including vice chair of the UK Takeover Panel. She also holds a bachelor's degree in history from Bristol University and is an associate member of CFA UK. Jessica is based in London.

Eimear Toomey is head of ESG client & stakeholder engagement with 19 years of industry experience (as of 12/31/2024). She holds a master's degree in international business and management from Manchester Business School and a bachelor's degree from University College Cork. 

Sarah Murphy is an ESG specialist at Capital Group with 11 years of investment industry experience (as of 12/31/2024). She holds a bachelor's degree in business administration from Northeastern University, a CFA Institute Certificate in ESG Investing and an ACCA/CFA Climate Finance Certificate.

Your gateway to all things ESG at Capital Group

Past results are not a guarantee of future results. It is not possible to invest directly in an index, which is unmanaged. The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment. This information is not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities.

 

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. All information is as at the date indicated unless otherwise stated. Some information may have been obtained from third parties, and as such the reliability of that information is not guaranteed.

 

Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organisation; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.