In this article, the authors explore six quantitative environmental (E), social (S), and governance (G) strategies to provide insights into best practices for ESG portfolio construction. These strategies offer different approaches to the trade-off between desired ESG attributes and investment performance. They conclude that fully understanding the dynamics of these trade-offs will allow investors to select the strategy that best matches their ethical and financial views.
It’s Not Enough but Should Be Part of the Solution
by Mark BatemanThe national dialogue on racial inequality brought about by the death of George Floyd at the hands of Minneapolis police officers has resulted in more questions from Aperio’s clients: How can we reflect our concerns about racial inequality in our investments?...
Aperio Group Statement on Racism
by Patrick GeddesLike so many people around the world, we at Aperio Group have observed in horror and outrage the murders of George Floyd and so many others. Watching the protests against the cancer of racism in the United States, I wonder how my father, who died a year ago, would have reacted...
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