In this episode we talk about Greta Thunberg and climate actions, we discover how ESG assets grew from hippie - investor passion to a major asset class.
More in detail: we look at the Paris Agreement and the UN’s Sustainable Development Goals.
We talk with Peter Csardas, a millennial, who has been building expertise in sustainable investments and who explained us the 4 strategies asset managers use to make an investment sustainable:
Exclusion: simply exclude companies or industries such as tobacco, fossil fuel companies
Best in class: for each industry, look at the best performers in terms of financial returns, then choose the best companies based on sustainability goals
ESG integration: use both financial and ESG metrics for selection
Impact investing: primary goal is sustainability
We learn about ESG ratings and how sustainable indexes are created.
Peter also shares with us that ESG investment can outperform normal investing in the long run, as companies with sustainability goals are most probably better at managing long term risks.
Source
http://www.gsi-alliance.org/wp-content/uploads/2021/08/GSIR-20201.pdf
https://www.robeco.com/de/unsere-expertise/sustainable-investing/glossary/paris-agreement.html
https://www.robeco.com/de/unsere-expertise/sustainable-investing/glossary/eu-sustainable-finance-disclosure-regulation.html
https://ec.europa.eu/info/strategy/priorities-2019-2024/european-green-deal_en
Music written by Quynh
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