Our decision to fully integrate ESG (environmental, social and governance) across our strategies comes from a number of beliefs. While ESG investing is not new, the data is becoming more widely available to data-driven managers such as Rosenberg Equities. This growing body of data helps inform our core beliefs that:
• ESG information is economic in nature: Companies that use their resources wisely should have an economic advantage over those that do not.
• ESG information is complementary to traditional fundamental data: ESG data is currently not well represented in traditional financial data and tends to be longer horizon in nature, giving us a window through which we can view a company’s long-term sustainability and a more holistic view.
• Based on this, ESG information may change our opinion of the fundamental ‘worth’ of a stock.
In this video, Heidi Ridley, CEO of Rosenberg Equities, explains our motivation to integrate ESG across our investment strategies.
18 June 2018
Does diversity provide a profitability moat?
The challenge is finding high quality companies today that will remain high quality tomorrow.
19 April 2018
10 ESG integration questions you didn't know you needed answered
A look at growing interest in environmental, social and governance (ESG) issues, Rosenberg’s approach to these ideas, and the influence they are having on the investment landscape.
25 September 2017
Income with less 'C'
This is the second paper in a series intended to focus on the intersection of specific Environmental, Social, and Governance (ESG) themes and traditional investment concepts.