Portfolio Responsibility for ESG Characteristics


We measure investors’ responsibility for the activities and impact of the companies they own. Our
responsibility metric applies to the diverse collection of Environmental, Social and Governance
issues considered by investors and it can inform investment decisions. Relative to a benchmark,
investor responsibility satisfies a zero-sum property, which underscores the distinction between
responsibility and impact.

Mark Bateman
Publication date: 
August 8, 2022
Publication type: 
Journal Article