Find out how ESG can benefit your portfolio and why maximising ESG and returns are equally important
ESG Strategies
Problem
Investors want sustainable and bespoke solutions without compromising financial returns.
Implication
Managers need to maximise both returns and ESG or specific E, S or G. Managers also need to cater to those who want conventional strategies, yet be ESG compliant.
Our Solution
Our portfolio optimiser explicitly maximises both returns and ESG; or enable ESG compliant portfolios that pursue conventional styles and themes.
How Our Superior Approach Helps You
01.
Our integrated and customisable approach allow personalisation in investable universe and construction tilt.
02.
43.4% professionals adopt negative / positive ESG screening.
Amel-Zadeh, Amir, and George Serafeim. “Why and How Investors Use ESG Information: Evidence from a Global Survey.” Financial Analysts Journal 74, no. 3 (July 1, 2018): 87–103.
Unsurprisingly, such screens have minimal difference to long run index performance.
Figure 11 of Schroders, "Demystifying negative screens: The full implications of ESG exclusions" (2017)
03.
We overlay ESG portfolios over long term themes to capture outperformance opportunity.
Want To Do It Yourself ?
Instead of using our algorithm, users are empowered to build their own ESG portfolios using our screener and ESG signals (e.g. human rights, emissions etc.). Thereafter, users can still benefit from our other range of services.