Exploring Sustainable Investing and Portfolio Outcomes
Sustainable Investing has been practiced in many forms for much of the past 50 years and it continues to gain momentum. Today, the Global Sustainable Investment Alliance reports that the field has grown to more than $30.7 trillion in assets under management.
Despite the long history and burgeoning growth of the field, there are still persistent questions about potential trade-offs between performance and sustainable objectives. However, there is a growing body of research examining this issue. Some of the studies were conducted as part of academic research while other reports were generated by asset managers and practitioners. During the development of our strategies, we reviewed this research and considered these potential objections.
There are a host of issues to examine when reviewing portfolio outcomes. Performance, risk, diversification, governance and non-investment considerations should be evaluated.