Challenges and Opportunities in ESG InvestingSubmitted by LWM | Linden Wealth Management LLC on June 25th, 2019
FactSet: Challenges and Opportunities in ESG Investing
FactSet hosted an event featuring three experts in the field of ESG investing: David Silverman of Blue Harbour Group, Linda Galsim of Jennison Associates, and Shila Wattamwar of Sustainalytics.
Below is a summary of some of their key insights on the opportunities and challenges in ESG investing.
How is ESG Investing Changing?
- ESG investing now represents $12 trillion in assets under management and is growing by over 20% annually in the U.S.
- Environmental and social good factors are driving ESG investing.
- Fund performance is improving, becoming less of an obstacle for investors.
How are Corporations Changing?
- More are openly embracing ESG concepts.
- Asset managers and analysts have greater access to management and ESG compliance data.
- ESG considerations are a higher priority.
Where is ESG Regulation Heading?
- Laws and regulations are changing corporate behavior, but there's a long way to go.
- States often take the lead where Federal regulation is lacking.
- Public opinion is also impacting corporate policy and behavior.
If you'd like to learn more on the valuable role sustainable and ESG investing could play in your portfolio, please contact me.
As a fiduciary and fee-only advisor, I don't make money by selling financial products. I'm free to recommend the strategies and investments that make sense for couples and individuals, based on a clear understanding of where you're headed in life.
If an open conversation of this kind will be helpful to you, request an appointment now. Feel free to call out any specific questions you'd like me to address.
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2014-2018 Advisor Websites.