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Why China is Missing Out on Trillions in Sustainable Investment (Pension&Investments, 6 min read) The Chinese stock market is dominated by retail investors who seek fast returns and do not view ‘profit and social value together’, and companies can raise funds without publishing information about sustainability. As these companies do not report about ESG, they do not qualify for global ESG funds.
Institutional Investing in the Time of COVID-19 (Mckinsey, 9 min read) According to their survey, one emerging lesson from the crisis is that institutions are committing more to ESG factors. 70% stated they would fully integrate ESG consideration across all their investment processes.
Can ESG Benefit from a Quantitative Approach? (ETF Trends, 2 min read) ESG can utilise quantitative filters and incorporate big data to generate alpha for investors. One such data strategy is that of Goldman’s Motif Data Driven World ETF (GDAT).
Vanguard Trails Rivals After ‘Dragging Its Feet’ on ESG (Portfolio Adviser, 6 min read) ‘Vanguard’s voting record with respect to ESG shareholder resolutions is poor, and little disclosure of its engagement activities does not help to paint a better picture of its stewardship programme’. Additionally, rivals such as BlackRock and UBS are gaining more traction within passive ESG space.