Articles

We believe that a careful portfolio combination of quality, from ESG Winners, and rerating opportunities, linked to ESG Improvers, will allow investors to achieve a more attractive risk-adjusted return.

Including sustainability preferences in the advisory process makes sense. Over time, we will wonder why it wasn’t always part of the discussion.

The ESG Factor Magazine – Official Magazine of ESG Ireland®. The latest issue features articles from some of the world’s leading investment managers. We also talk to another sustainability start up committed to making a difference.

Net zero is inevitable. But that doesn’t mean the speed of the transition can’t be optimised. Continuing to run a fossil fuel economy is inefficient and, just like any other market inefficiency, it can be corrected to drive greater prosperity.

If ‘sustainability is at the heart of your business’ or if ‘sustainability is in your DNA’ – which is common language now from companies – then it has to be lived through clear sustainability metrics that can be aligned with executive pay, just as is the case with traditional metrics. Otherwise, it is just greenwashing. This is not about perfection. It is about authenticity with respect to commitments and claims being made around sustainability. Performance measurement brings accountability.

We believe that a highly selective method and a twin focus on quality and sustainability is the most fruitful approach, for us, to tackle the challenge of allocating capital in emerging markets outside of Asia.