Investing for Impact and Performance: The Essentials

This report serves as a primer for those new to the concept of ESG and reflects on the evolution of ESG as an investment discipline.

 

With the increasing number and complexity of ESG products, advisors have an important role to play in navigating the intricacies of the different possible approaches. Advisors can assess ESG managers’ performance, as well as managers’ understanding of and ability to act on the asset owners’ interests. This includes articulating both impact and financial performance objectives and employing due diligence to ensure asset owners’ capital is deployed accordingly.