What difference can ESG screening make to your portfolio?


The uncertain outlook for equities means a flight to quality. One approach that has been shown to outperform is screening for ethical, social and governance (ESG) factors, explains Hendrik-Jan Boer from ING Investment Management.

Flight to quality 2014 turned out to be another good year for investors in most asset classes, with double-digit returns for global equities. However, the outlook for 2015 seems more uncertain. Market volatility has returned in recent months, as investors work their way through a growing number of worries. Currency swings and the relentless decline in oil prices threaten to take a toll on US corporate profits. Meanwhile, the European Central Bank’s fight against falling growth momentum and low inflation set the scene for more volatile times in Europe. There has already been a shift...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week