Young fundpicker: The ESG dilemma

Conflicts between S and G

clock • 4 min read
James Yardley, senior research analyst, Chelsea Financial Services

James Yardley, senior research analyst, Chelsea Financial Services

When I first began looking at funds almost a decade ago, most ethical and sustainable offerings were a bit of a joke. I remember looking at the top ten holdings of one particular fund, and it contained two oil majors. 

At the time, Shell - which was busily drilling away in the Arctic - was the largest weight in this fund's ethical benchmark - it is fair to say I was disappointed. Surely these were not the sort of holdings in which an investor in this type of fund would want to invest? I moved on and largely ignored these funds for the next few years. Fast forward to today and ethical and sustainable investing has become much more serious. Every fund group has been falling over themselves to launch new products, and many have sold well. The industry has come a long way, particularly in terms of engageme...

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


More on ESG

Demand for key inputs will rise sharply, as nations look to accelerate their renewables programmes.

Greenflation: What are the drivers and how long will it last?

Metal price rises 'structural'

clock 12 August 2022 • 3 min read
Invests in companies with strong biodiversity credentials.

HSBC launches biodiversity screened ETF

SFDR Article 8

clock 11 August 2022 • 1 min read
Charles Radclyffe of EthicsGrade

Avoid the watermelons: Time to think differently about ESG

Focus on investor needs

Charles Radclyffe
clock 10 August 2022 • 4 min read