In the first installment of a series from the Index Industry Association ((IIA)), Dan Lefkovitz, Strategist for Morningstar Indexes, explores the surprising resilience of environmental, social, and governance ((ESG)) investing in 2020, citing passive investment trends and a growing performance correlation between ESG scores and sound traditional financials.
Crises tend to accelerate trends. The upheavals of 2020 - from the global pandemic to the movement for racial justice and the ongoing threat of climate change - have undoubtedly helped propel environmental, social, and governance ((ESG)) investing into the mainstream. ESG-related topics have never been