- ESG started out from the traditional values-based socially responsible investing, so very much this predominance on exclusionary criteria and screening out investments.
- What continues to accelerate is the shift towards positive inclusion and the incorporation of ESG information as part of the fundamental research process.
- Valuations of companies are really increasingly driven by intangibles. And when you pivot back to ESG information, it is essentially trying to provide insights and capture metrics and data that provide some type of valuation analysis.
- COVID, rather than dampening the interest in ESG-informed investing, it's actually really accelerated a number of these pre-existing themes.
For further details see:
ESG Investing: What To Expect In 2021 And Beyond