TEAF - Active Or Passive? Seeking Solutions To ESG Confusion

May, 09 2024 06:20 AM Tortoise Essential Assets Income Term Fund of Beneficial Interest

2024-05-09 06:20:00 ET

Summary

Investors with an ESG focus are increasingly leaning toward passive portfolios, which may seem to offer the simplicity they crave in a complex market landscape.
Passive portfolios offer lower fees than active peers and are typically based on a clear index-construction methodology that provides easy access to market returns.
In our view, active strategies can function as a standalone ESG portfolio or as a complementary component of a core/satellite construction, for investors who prefer a passive anchor to market returns.

By Kate Mead & Amelia Sexton, CFA

Active management can help investors address some of the especially tricky issues in sustainable equity portfolios.

Company Name:	Tortoise Essential Assets Income Term Fund of Beneficial Interest
Stock Symbol:	TEAF
Market:	NYSE