Abstract

I will be focusing the discussion on the investment case for using ESG in active equity portfolios from the view of a sustainability strategy and less from the view of risk.  Sustainable investing is attracting increasing attention from US investors seeking new approaches to equity allocations.  Unlike socially responsible investing of the past, sustainable portfolios aim to provide alpha, risk control and exposure to ESG characteristics.

This is an important consideration for investors aiming to improve their ESG footprint while holding fiduciary responsibilities over the investments.  An ESG analysis can also provide new insights into companies that can help managers pick better investments. A key point of the presentation will be that sustainable investing is a mainstream allocation and can sit besides other types of active equity strategies.