ESG Investing

Listen in as Jim Dorment (head of value and portfolio manager) and Laura Kane (head of ESG research) gather to peel back the layers on key topics facing ESG investors today.

How are E, S and G evolving? takes a look at critical changes in how investors assess each component of environment, social and governance factors. It’s not enough to focus (rightly) on the low-carbon transition—there are issues of labor disruptions caused by the transition to consider as well.  

Performance is the focus of Where will the next wave of ESG alpha come from?, shining a light on the difference between divesting “bad ESG” companies vs. including and engaging companies to find those likely to be voted “Most Improved in ESG.”

While it might seem better to focus on current so-called ESG leaders, we believe there is untapped value in the underappreciated ESG improvers.

The breadth and depth of Environmental, Social, and Governance data that investors currently have at their disposal is “a good problem to have”, as it highlights the normative sea-change over the past decade towards a now crucial commitment that companies must make to ESG transparency. Machine learning can help in discerning – and when necessary, creating - signal from noise.

The ABCs of ESG investing