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COMPRESSED MATTER: #1 – ESG: Also less volatile and risky

COMPRESSED MATTER: #1 – ESG: Also less volatile and risky

Flows into non-ESG funds are often buffeted uncomfortably by global sentiment. ESG funds, in contrast, seem to have a steely resilience.

NET FLOWS TO INVESTMENT FUNDS, GLOBALLY: JAN 2019 – DEC 2020

Source: Edison Group analysis of Morningstar direct data

in fact, the ESG juggernaut has now reached such speeds that a stock’s rating risks being affected if it doesn’t address the issue.

When Edison reader @Julian Macedo, CEO of The Deal Team, read his December pension statement it informed him that 40% of the allocation would now include tilts and exclusions based on ESG criteria. This strongly suggests that not addressing ESG is a risk to a stock’s relative value. As Julian argues: if 40% of your customers wanted a new feature, you’d create it.

We’ve just posted this chart and analysis on our LinkedIn stream and Twitter feed. Please comment on those threads if you have any further thoughts or can build on the insight. We’ll include those that catch our eye in our next email.

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