Our decision to fully integrate ESG 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.
01 October 2016
The Impact of Carbon on Share Price
Using our proprietary valuation framework to infer, from the price of all stocks, the impact of carbon footprint on share price.
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.