Module 7

Integration in Valuation

The European
Federation of
Financial Analyst
Societies
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60487 Frankfurt am Main
office@effas.com
www.effas.com
Module 7. Sources / Readings

Module 7. Sources / Readings Page 2

© EFFAS 2022
Module 7. Sources / Readings

Real estate PRI. Available at: https://dwtyzx6upklss.cloudfront.net/Uploads/f/r/z/08_re_jan2021_824207.pdf

TCFD for private equity general partners PRI. Available at: https://www.unpri.org/download?ac=10436

Private Equity PRI. Available at: https://www.unpri.org/investment-tools/private-markets/private-equity

A practical guide to ESG Integration PRI. Available at: https://www.unpri.org/download?ac=10

ESG Engagement for fixed income investors PRI. Available at: https://www.unpri.org/download?ac=4449

ESG Engagement for sovereign debt investors. Available at: https://www.unpri.org/download?ac=12018

NGFS climate scenarios (network for greening the financial system). Available at:
https://www.ngfs.net/sites/default/files/medias/documents/820184_ngfs_scenarios_final_version_v6.pdf

Mega trends Blackrock. Available at: https://www.blackrock.com/us/individual/literature/brochure/megatrends-shaping-our-future.pdf

Responding to megatrends (PRI and Willis Towers Watson). Available at: https://www.unpri.org/download?ac=4078

Module 7. Sources / Readings Page 3

© EFFAS 2022
Module 7. Sources / Readings

PRI investing with SDG outcomes. Available at: https://www.unpri.org/download?ac=10795

UK guide to shareholder resolutions (shareAction). Available at: https://api.shareaction.org/resources/reports/ShareholderResolutionGuide-UK_2019.pdf

Another link in the chain: uncovering the role of proxy advisors (ShareAction). Available at: https://api.shareaction.org/resources/reports/Another-Link-in-the-
Chain_Uncovering-the-role-of-proxy-advisors-in-investor-voting.pdf

Module 7. Sources / Readings Page 4

© EFFAS 2022