Passive Investing Leveraging ESG Integration and ESG Benchmarks
With hundreds of data sources at our fingertips, it is now possible to combine passive investing with environmental, social, and governance (ESG) goals. Both are continuing to gain momentum.
In fact, investments in companies with sound governance and strong sustainability performance added stability when markets wrestled with the sudden shift to remote workforces and the challenges of social and racial disparities. Now, in a changing world driven by controversy, global unrest, and volumes of so called “non-financial” data, allocators are considering whether to use ESG benchmarks and how they should be constructed for giving the best directives to managers.
We’ll explore some of the most pressing and controversial questions of 2020, including:
- What are the most promising parts of ESG to allocators, and how are they driving their objectives through the benchmarking process?
- Are ESG benchmarks sound enough for fiduciaries, and what elements are most important to consider?
- What are some identifiable risks and opportunities that should be used to guide risk budgets for managers?
- How are climate change considerations, the UN’s Sustainable Development Goals (SDGs), and mission-driven objectives being used effectively for return-seeking portfolios?
This webinar is for allocators who are exploring innovative ways to strengthen their portfolios and enhance their returns.