BofA Sees ESG as a Mandatory Input Into the Investment Process

The video discusses the significance of ESG (Environmental, Social, and Governance) in investment processes, emphasizing its role as a mandatory input rather than a mere trend. It highlights the impact of ESG on accounting, labor costs, and long-term business sustainability. The transition towards considering intangible assets and brand equity is also explored. The video concludes by discussing the cost of capital differences for companies based on their ESG practices.

What is the significance of ESG in the investment process according to the speaker?

How does the speaker relate a happy and well-trained workforce to a company's earnings risk?

What does the speaker mean by the transition from a short-term to a long-term focus in corporate America?

How does the speaker describe the relationship between intangible assets and ESG metrics?

What is the impact of disclosing ESG information on the cost of capital for companies?