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.