A Customized Approach to ESG Doesn’t Have to be Expensive

Many investors are finding that off-the-shelf approaches are not meeting their organization’s unique ESG needs. This case study explores how Invesco created a suite of ESG mandates which track custom-built indexes for a large US-bank, focusing on specific environmental and social issues.

ESG is becoming an embedded philosophy within institutional portfolios and Invesco has identified indexation as a cost-efficient, customized approach to implementation. Investors are finding that off-the-shelf indexing products are not meeting their organization’s specific ESG needs. This case study explores how Invesco developed a suite of ESG mandates to track custom indexes for a large US-bank, reflecting their core values. The result was a core ESG offering in addition to a series of satellite strategies that narrowly focused on specific environmental and social issues.
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