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Revisiting ESG Integration and Market Representation
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The following article is part one of a series of excerpts from the Morningstar research report, Integrating ESG Into Your Client s Portfolio, available to Morningstar Office and Direct clients here.
As with any other aspect of financial planning, when it comes to environmental, social, and governance investing, it is important to establish goals at the outset. Without a clear vision for an investor’s desired ESG outcomes in a portfolio, it is very difficult to determine which types and degrees of change to introduce. This difficulty is compounded by the fact that no commonly agreed upon set of terms and definitions currently exists. Morningstar is developing its own taxonomy and tools to assist advisors and investors in making these kinds of assessments. Advisors may have access to such tools from their own firms or other third-party providers. But even short of refined tools, we can set out some broader definitions as a guide.
Shopping for environmental, social, and governance funds might feel a bit like walking down the supplements aisle at the grocery store. There is a vast array of products from multiple brands, each with a different tagline. It’s often difficult to gauge which is right for you, especially when the language around these products doesn’t lend itself to easy comparisons.
In an effort to sort out what’s what, we have previously shared a simple framework to help investors sort ESG strategies. This article will further animate the key factors that investors should consider when they peel back the label on ESG-intentional index funds. We will conduct a case study focusing on three ESG-intentional indexes from MSCI which underpin five different Morningstar Medalist funds. These indexes aim to balance ESG integration with the benefits of broad diversification and market capitalization weighting. Each has its own process, and each of these processes results in different levels of active
There aren t a lot of good things to say about 2020, except that the stock market ended up doing well. Plus, many investments with environmental, social, and governance tilts did even better. That was particularly good news for my firm s clients.
Just under a year ago, I wrote about how Rowling & Associates had integrated ESG-focused mutual funds into all our client portfolios. I explained our rationale that companies adequately considering ESG factors should be subject to less business risk and thus would produce better risk-adjusted returns over time and how we approached portfolio construction.
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