Best ESG Investment Ideas for 2023
Insight by Jeffrey Osborne, Vivien Azer, Tara Bancroft, Ph.D., Ritu Baral, Bryan Bergin, Helane Becker, Marc Bianchi, CFA, Thomas Boyes, Daniel Brennan, Joshua Buchalter, CFA, Oliver Chen, Gabe Daoud, David Deckelbaum, Matt Elkott, Marc Frahm, Joseph Giordano, Brian Holland, Joshua Jennings, John Kernan, Gautam Khanna, Steven Mah, Phil Nadeau, Michael Nedelcovych, Ph.D., Boris Peaker, Max Rakhlenko, Matthew D. Ramsay, Charles Rhyee, Krish Sankar, Steve Scala, Jason Seidl, Paul Silverstein, Gary Taylor, Joseph Thome, Tyler Van Buren, Lance Vitanza, Cai von Rumohr, Yaron Werber, Gregory Williams and J. Derrick Wood
TD Cowen’s Best ESG Investment Ideas for 2023 details ESG factors, analyst views, and potential catalysts across sectors based on our fundamental analysts’ evaluations and key ESG scoring metrics. In addition, TD Cowen Washington Research Group provides a roadmap laying out the key themes and policy areas we believe will be most material to ESG and sustainability investing over the next 12 months.
Key Takeaways
- ESG investing is becoming mainstream and there’s substantial opportunity for growth in ESG-focused investments
- Companies are beginning to treat ESG trends as an opportunity and not a risk given societal pressure, government mandates, and shareholder activism.
- ESG investing is resilient relative to the broader market with an increase in investor demand
- The energy transition has major investment implications.
ESG, sustainability, and energy transition remain areas of intense focus at TD Cowen. We continue to innovate to ensure we are delivering the most robust ESG analysis and events. Our aim is to deliver these materials and services in ways that allow corporate executives and buyside professionals to effectively integrate ESG into their corporate governance and investment decisions.
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