Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
ESG stands for Environmental, Social and Governance. It is a broad term, covering the analysis of investments by metrics other than traditional financial ones. It has also been the stand out trend in the investing world over the last five years.
ESG analysis represents a different way of at looking at companies and reflects the growing awareness that there are consequences of being a shareholder or owner of a business (other than receiving dividends), as well as a broader understanding that purely financial metrics only catch part of what a financial analyst should be looking at.
In this article, we review the rise of ESG, the impact on funds and investment trusts, and the various ways ESG has evolved in the fund world, before taking a look at the investment trust managers incorporating ESG analysis in their management processes.
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