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  3. ESG Engagement Research ESG Engagement Research

ESG Engagement Research

Our institute is conducting an ESG engagement study that analyzes the success factors of an ESG dialogue with companies by investors and active ownership.

Brief information

School:

Business

Status:

Completed

Period:

01.04.2024 - 30.09.2024

Overview

The first part of the study will provide an overview of engagement standards and methodologies in the investment industry, focusing on securities (equity, fixed income) and existing literature on active ownership.

Building on the comprehensive overview in the first part, a robust conceptual framework with practical guidelines for the selection of companies will be developed. This framework is designed to be directly applicable in real-world investment scenarios, enhancing the practicality and relevance of the research. Moreover, the study will identify success factors for ESG engagement and develop thematic selection criteria, aiming to improve the identification of companies for engagement activities.

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Facts

Type of project

Forschung

Internal organisations involved
  • Business
  • Institute of Financial Services Zug (IFZ)
  • CC Corporate Finance (IFZ CF)
Funding
  • Private / Stiftungen
UN Sustainable Development Goals
Among other things, this project contributes to the attainment of the following UN Sustainable Development Goals (SDGs):
  • SDG 4: Quality Education
    Ensure inclusive and equitable quality education and promote lifelong learning opportunities for all
  • SDG 17: Partnerships for the Goals
    Strengthen the means of implementation and revitalize the Global Partnership for Sustainable Development
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Persons involved: internal

Project manager
  • Timo Heroth
Project Co-Head
  • Stefan Behringer
Member of project team
  • Karolin Babilon
  • Stefan Behringer
  • Manuel Gesslein

Brief information

School:

Business

Status:

Completed

Period:

04/01/2024 - 09/30/2024

Project Head

Dr. Timo Heroth

Lecturer

+41 41 228 22 17

Show email

Project Co-Head

Prof. Dr. Stefan Behringer

Head of the Competence Center for Controlling

+41 41 228 22 16

Show email

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Lucerne University of Applied Sciences and Arts


Werftestrasse 4
6002 Luzern

+41 41 228 42 42

info@hslu.ch

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