This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
ESG continues to be a critical consideration for investors, not just because of the importance to society of its ideas, but because of the potential source of alpha it can offer. We believe many investors use ESG ratings to guide their fund selection. While these are not perfect systems and are still works in progress, they are useful tools. In this article we uncover evidence from these ratings that investment trusts have intrinsic advantages when it comes to ESG, with investment trusts representing some of the outstanding options within their respective categories. We also look at some examples of trusts which stand out as top performers for ESG in their respective global, open- and closed-ended categories.
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