emjumeЭкономика и управлениеEconomics and Management1998-16273033-7984СПбУТУиЭ10.35854/1998-1627-2022-1-86-91emjume-1274Research ArticleФИНАНСОВО-КРЕДИТНАЯ СФЕРАFINANCES AND CREDITУчет тенденций и рисков ESG-инвестирования при управлении портфелем финансовых активовMaking allowance for the trends and risks of ESG investing when managing a portfolio of financial assetsСухачеваВ. В.SukhachevaV. V.

Виктория Владимировна Сухачева - кандидат экономических наук, доцент, доцент кафедры международных финансов и бухгалтерского учета.

190103, Санкт-Петербург, Лермонтовский пр., д. 44а

Viktoria V. Sukhacheva - PhD in Economics, Associate Professor, Associate Professor of the Department of International Finance and Accounting.

44A Lermontovskiy Ave., St. Petersburg 190103

vvikaks@list.ruБичуринО. М.BichurinO. M.

Олег Марсович Бичурин - кандидат экономических наук, доцент кафедры международных финансов и бухгалтерского учета.

190103, Санкт-Петербург, Лермонтовский пр., д. 44а

Oleg M. Bichurin - PhD in Economics, Associate Professor of the Department of International Finance and Accounting.

44A Lermontovskiy Ave., St. Petersburg 190103

2012omb@gmail.comСанкт-Петербургский университет технологий управления и экономикиРоссияSt. Petersburg University of Management Technologies and EconomicsRussian Federation2022040220222818691Copyright © Сухачева В.В., Бичурин О.М., 20222022Сухачева В.В., Бичурин О.М.Sukhacheva V.V., Bichurin O.M.This work is licensed under a Creative Commons Attribution 4.0 License.https://emjume.elpub.ru/jour/article/view/1274Цель

Цель. Изучить тенденции и риски ESG-инвестирования.

Задачи

Задачи. Раскрыть причины, влияющие на возрастающую популярность социально ответственного инвестирования; проанализировать взаимосвязь между соответствием компании факторам ESG, ее финансовым показателям и устойчивостью на рынке.

Методология

Методология. В настоящей статье с помощью общих методов научного познания в различных аспектах рассмотрено социально ответственное инвестирование, выявлены тенденции, характерные для управления портфелем финансовых активов.

Результаты

Результаты. Предложены основы при создании новой методологической базы для оценки уровня социальной экологической ответственности компаний, а также даны рекомендации при включении социально ответственного инвестирования в портфель акций.

Выводы

Выводы. В связи с возросшей популярностью социальной ответственности бизнеса нельзя игнорировать ESG-инвестиции в портфеле акций. Но при вложении средств в бизнес необходимо обращать внимание на корректность результатов оценки компаний. Рейтинги не учитывают, что компании частично соответствует ESG-факторам.

Aim

Aim. The presented study aims to investigate the trends and risks of ESG investing.

Tasks

Tasks. The authors determine the causes of the increasing popularity of socially responsible investment and analyze the relationship between the company’s compliance with ESG factors, its financial indicators, and its stability in the market.

Methods

Methods. This study uses general scientific methods of cognition to examine socially responsible investment in various aspects and to identify trends in managing a portfolio of financial assets.

Results

Results. The authors propose the fundamentals of creating a new methodological framework for  assessing the level of social and environmental responsibility of companies and provide recommendations for including socially responsible investment in the stock portfolio.

Conclusions

Conclusions. The increasing popularity of the social responsibility of business makes it impossible to ignore ESG investing in the stock portfolio. However, when investing in a business, it  is necessary to pay attention to the correctness of the results of company valuation. The ratings do not make allowance for companies partially complying with ESG factors.

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The authors declare that there are no conflicts of interest present.