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.
An Open Letter to ESG Vendors (and others who may care)
by Mark BatemanDear ESG Vendor: Having recently completed a comprehensive review of the ESG data offerings from most of the prominent ESG vendors, we want to share some of what we learned about the state of ESG research and data...
A Modern Approach to Value Investing
by Lisa GoldbergThe Russell 1000 Value Index lagged the Russell 1000 Index by more than 100 percentage points over the 10-year period ended in June 2020. Despite this dismal performance, some asset managers contend that...
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An Open Letter to ESG Vendors (and others who may care)
by Mark Bateman
Dear ESG Vendor: Having recently completed a comprehensive review of the ESG data offerings from most of the prominent ESG vendors, we want to share some of what we learned about the state of ESG research and data...
A Modern Approach to Value Investing
by Lisa Goldberg
The Russell 1000 Value Index lagged the Russell 1000 Index by more than 100 percentage points over the 10-year period ended in June 2020. Despite this dismal performance, some asset managers contend that...
