Some ESG investors will only select like-minded managers that focus exclusively on ESG - but relying on subjectivity and emotion may be a mistake
Conscience, not return expectation, must drive portfolios
Well constructed portfolio key to addressing issues
It is always hard to know what will happen with markets. We’re not in the business of offering predictions. Instead, like some of the successful sovereign and endowment funds whose approach we aspire to, we prefer to rely on the evidence.
The benefits of a broader approach to portfolio management