Environmental, Social, and Governance (ESG) considerations are ascendant priorities for consumers, policy makers, and corporations. These global ESG megatrends have pecuniary implications for corporate performance. At Causeway, our commitment and approach to ESG are informed by research. We believe that shareholder-friendly corporate governance and sustainable business practices have the potential to contribute positively to a company’s performance over a full market cycle.

ESG Integration

Causeway has applied a deliberate approach to integrate ESG into our process. We have provided training to fundamental analysts on ESG issues, built desktop applications to facilitate ESG integration, and instituted accountability for observing integration procedures.

ESG Research

Since becoming a signatory to the United Nations Principles for Responsible Investment (PRI) in 2016, Causeway has conducted programmatic research aimed at identifying key ESG issues, developing a structured and evidence-based understanding of those issues, and mapping out and empirically testing their investment implications. Our research examines both traditional and big unstructured data sets, employing state-of-the-art quantitative and statistical learning techniques combined with deep fundamental knowledge of the economic drivers of investment performance.

We have developed Causeway Fiduciary ESG Scores that evaluate companies on material ESG issues. These scores predicted returns in a global equity universe and maintained out-of-sample efficacy in back tests.

ESG Analytics

Using Causeway Risk Lens, you can see funds’ Causeway Fiduciary ESG Scores. Watch this video to learn more. 

Director of ESG Research

Portfolio Manager
Director of ESG Research

ESG Resources

webcast / February 2022

Introducing Causeway Global Sustainable Leaders Equity Strategy

Causeway has gone one step further in its ESG journey and developed sustainability-focused investment strategies.

article / July 2021

Value Investing in the Energy Transition

Outside of expensive renewables pure plays, how can investors participate in the energy transition?

webcast / March 2021

A Value Manager's Take On Disruption: ESG At Causeway (Webinar)

Sustainability and corporate responsibility drive consumer, policy, and company priorities, now more than ever before. A discussion of Causeway's approach to ESG considerations.

article / March 2021

Forging an Alpha-Centric Approach to ESG

A discussion of ESG's relation to alpha, incorporating ESG into an investment framework, ways to evaluate managers on ESG, and how the field is evolving.