此内容来自:文件夹

以下是在大流行期间ESG资金的表现更有证据表明ESG基金表现优于

根据S&P Global的说法,长期以来批评为赚钱的差价,许多ESG集中资金击败了Covid-19关闭的整体市场。

Good corporate governance has been largely good for investors’ pockets during the Covid-19 pandemic.

In the first year of the pandemic, large funds with environmental, social, and governance criteria outperformed the broader market, according to a reportpublished this week by S&P Global。这是最新的这种分析,表明ESG风险的投资绩效问题,至少在大流行期间。

S&P’s analysis included 26 ESG exchange-traded funds and mutual funds with more than $250 million in assets under management. From March 5, 2020 to March 5, 2021, 19 of the funds grew between 27.3 percent and 55 percent, outpacing the S&P 500 index’s 27.1 percent rise, according to S&P.

虽然ESG投资经常被批评,但由于未能最大化回报,标准普尔的分析是最新的安装证据,即这种基金在大流行期间的同行和更广泛的市场上表现优于他们的同龄人。摩根士丹利晨星学术研究人员其他人提供了类似的分析,这些分析表明ESG专注的资金和公司从大流行的缺点中更好地屏蔽。

“摩根斯坦利全球可持续金融总部的可持续融资最大的最大神话之一是最大的,绩效权衡是最大的,即摩根士丹利全球可持续融资主管之一。“我认为,越来越多的研究,无论是来自牛津或哈佛大学的摩根士丹利可持续投资研究所,来自牛津或哈佛大学,也表明可持续投资实际上,履行和提供更强劲的风险调整的回报。”

[II深潜:ESG指数基金表现优于(主要是)]

标准普尔定义了“ESG集中的”资金,因为屏幕屏幕标准,如良好的治理实践,可持续性分数,披露实践,化石燃料曝光,遵守宗教原则以及工作场所多样性。在分析中包含的26个ESG基金中,S&P表示Parnassus Investments'Parnassus努力基金看到了55%的增长最大的收益。该基金拥有近36亿美元的资产,是Parnassus基金,拥有严格的ESG标准,Parnassus创始人和杰里德森主席。

Dodson, a pioneer of ESG investing, founded the San Francisco-based firm in 1984. Parnassus now manages about $38 billion in assets and does not invest in companies that make 10 percent or more of their revenue from various sectors, including fossil fuels, weapons, alcohol, and gambling.

Dodson, who was lead portfolio manager of the Endeavor Fund until he stepped down in January, said in an interview with亚博赞助欧冠that the “pendulum has swung completely” on ESG investing. He recalled the criticism Parnassus received in its early days from critics who said investing in socially responsible companies was not a good way to make money.

Dodson承认,一年的表现并不是足够长的时间范围,以得出主要的结论,但补充说,最近的数据提出了强烈的假设,即ESG专注可能越来越竞争的优势。他表示,他希望更多的资金将自己定位为未来的ESG专注,但质疑他们对原则的承诺程度。

“这是很大的差异。从那时起,很少有人这样做对许多人来说,“嘿,每个人都喜欢这个,”海德森通过电话说。“不幸的是,很多人对对社会产生积极影响的事情并不是真诚的。他们只是这样做作为营销设备,这是令人沮丧的。“

道森说,他预计ESG-focused基金成为even more popular as younger generations begin to invest more. However, he also expects some funds to continue use ESG as a marketing mechanism.

至于努力的基金,它在芯片制造商微米技术和应用材料等信息技术股上沉重。该基金在联邦快递,差距,汉尼布兰州和金融公司(包括Charles Schwab和Capital One)也具有重要的持股。Dodson将投资策略描述为价值导向的长期,以承诺对社会负责价值观。

“如果你看待公司并在被低估的时候购买他们的标准,并通过我们的标准对社会产生积极影响,最终,你会做得很好,”他说。“这就是我们看的方式。”

Like Dodson, BlackRock CEO Larry Fink has also predicted a rising trend in the ESG space, and he identified 2020 as an accelerant, particularly with regard to sustainability-focused companies and funds.

Fink noted in his2021 annual letter to CEOs共同基金和ETF中的投资者在2020年1月至11月在全球范围内投入了2880亿美元的可持续资产,从前一年增加了96%。

“可持续指数投资的创造使得为更好地准备解决气候风险的公司来说,这使得资本大规模加速,”他在信中说。“随着越来越多的投资者选择将他们的投资倾斜,我们看到的构造班次将进一步加速。”

相关内容