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Investors Who Don’t Embrace ESG Will “Underperform Dramatically” (ETF Trends, 2 min read) Repricing and reallocation of assets due to ESG considerations could mean significant underperformance for those not invested, according to MSCI CEO Henry Fernandez. ESG investing is currently directional but will become more metrics-driven over time.
Vanguard: OCIO Clients Want More Info on ESG (pionline, 2 min read) The transition to ESG investment strategies remains in its early stages with clients continuing to request information, rather than actively adjusting investment portfolios. Exclusionary versus inclusionary strategies, and depth of screening are the two main questions.
ESG To Dominate European ETF Issuance In 2020 (Markets Media, 4 min read) Franklin Templeton expects another strong year for ESG-focused ETFs after a bumper 150% increase in European AUM in 2019. Many investors are already positioned for the possibility that the ECB extends its asset purchases to ESG-focused ETFs.