ESG funds have outperformed their peers across major equity markets in 2020, delivering near double the returns of non-ESG mandates in the IA Global sector, Willis Owen’s inaugural annual ESG review reveals.
Lesley BoothDecember 28, 2020
Keeping
Current
On the face of it at least, ESG-themed equity funds that claim to locate more firms based on criteria such as carbon intensity, staffing diversity and shareholder control are having a good pandemic. Fund inflows are surging and performance is at least keeping pace.
Lesley BoothNovember 29, 2020
“The growth opportunity of the century” report describes ESG as representing a “paradigm shift”, the largest fundamental change in the investment landscape since the introduction of exchange traded funds.
Lesley BoothNovember 19, 2020
Depending on sector, fund managers’ “best ideas” constitute the top five holdings of a selection of top performing funds, or the three most overweight positions. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
Lesley BoothNovember 13, 2020
Asset managers and investors alike continue to allocate more resources to the area, with responsible investment funds' assets under management having doubled since Q1 2019 to reach £36bn by August 2020, according to Investment Association data.
Lesley BoothNovember 11, 2020
Whenever something becomes trendy imitations usually follow many of which are inferior to the original.
Lesley BoothNovember 5, 2020
The destruction of sacred sites in Australia by Rio Tinto has forced the resignations of key executives and highlights the dilemmas faced by ESG investors.
Lesley BoothOctober 22, 2020
PWC, EY, KPMG and Deloitte agree it’s time there were universal standards to measure Environmental, Social and Governance metrics.
Lesley BoothOctober 9, 2020
