2021 was a watershed year for ESG, with the flow of assets into ESG funds reaching a global all-time record high.
Investors are realizing that allocating to ESG strategies doesn't necessarily mean giving up on alpha opportunities. At the same time when the CFA Institute conducted a survey of portfolio managers and asked, "why do you take ESG issues into consideration in your investment analysis/decisions?" the vast majority replied, "to help manage investment risks."
Can ESG solutions offer attractive investment options in volatile markets, or is this a false dawn? We will look at recent market dynamics, structural ESG investment bias and discuss how investors can build a balanced ESG portfolio to deal with volatile markets.
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