Results for 'esg'
Three truths about ESG investing
By BEN JONSON The author is Morningstar’s global director of ETF research Environmental, social, and governance investing can be a divisive topic. It is charged with ideological undertones that can split a room in two. Regardless of which corner investors find themselves in, I think there is common ground among them. I believe […]
Fees crucial to ESG investing success — Morningstar
We’ve looked several times on TEBI at the question of whether ESG funds outperform traditional funds over the long term, and the jury still appears to be out. Morningstar recently analysed the performance of 4,900 funds in an attempt to answer the question. Again, there isn’t an obvious winner. But, as HORTENSE BIOY explains, […]
Does ESG investing make financial sense?
Is sustainable investing a fad? Everyone seems to be talking about it — not least product providers eager to persuade us that their sustainable funds are so much better, more ethical or more likely to outperform than everyone else’s. Leaving aside the moral reasons for investing in funds that aim to deliver environmental and […]
Which performs better, the S&P 500 or the S&P 500 ESG Index?
By BEN LEALE-GREEN Does the S&P 500® receive a premium over the S&P 500 ESG Index? Absent a premium from the S&P 500, investors could have their cake and eat it too with the S&P 500 ESG Index: similar or better performance, along with the benefits of ESG. Academic literature suggests no sin stock premium over […]
The S&P 500 ESG Index makes an entrance
Sustainable investing isn’t a passing fad. It’s here to stay. In the first of a regular series, we take a look at the launch of the S&P 500 ESG Index. It’s finally happened. S&P Dow Jones Indices has launched the long-awaited S&P 500 environmental, social and governance (ESG) index. Crucially, it includes an […]
Elroy Dimson on ESG and whether to invest in collectibles
Now for Part 2 of our interview with the financial market historian ELROY DIMSON. Professor Dimson chairs the Centre for Endowment Asset Management at Cambridge Judge Business School, and is Emeritus Professor of Finance at London Business School. In the first part of our interview, he discussed the lessons to learn from studying the very […]
How are EBI and ESG investing best combined?
There are two huge trends in global investing at the moment; one is the move towards evidence-based decision making, and the other is the growing popularity of ESG investing. I’m an advocate of both. How, then, can investors like myself combine the two to maximum effect? There’s a healthy debate taking place just now about […]
