• Gustavo Bernal Torres

ESG Essentials: Clearing the Mist of Sustainable Investing

From AXA IM, a framework for retail investors to evaluate ESG strategies and good data points on performance-

  • With investors increasingly focused on sustainability themes, investment managers need to apply proprietary frameworks to all strategies in an effort to close any ESG-related gaps. AXA proposes 10 metrics to help investors assess ESG integration in practice.

  • Notably, based on our market analysis in Q1 2020, stocks we consider to be ‘ESG Leaders’ outperformed those defined as ‘ESG Laggards’ by 16.8%. In fixed income, meanwhile, corporate bonds in the ESG Leaders category outperformed those in ESG Laggards by 5.2%. For both asset classes, the ESG Leaders’ basket also outperformed its parent benchmark index.

Source: https://www.axa-im.com.sg/content/-/asset_publisher/FehknnI2EsIG/content/responsible-investment-esg-essentials-clearing-the-mist-of-sustainable-investing/26520


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