The performance of 18 equity Anti-ESG Exchange Traded Funds (ETFs) traded in the USA is examined in this article. These ETFs seek to fulfill the needs of investors who believe that investing which seeks to meet the goals of various stakeholders by applying environmental, social and governance ...
The findings show that the performance of ESG funds is positively correlated with the proportion of institutional holdings. External institutional investors tend to be more inclined to hold funds with excellent historical performance, while fund management companies are more inclined to hold funds with ...
ESG High Yield Z PGAVX 8.91 1.52 -0.36 -0.09 8.09 2.21 — — 2.3612/8/2021 5.88 6.08 3.60 3.92 0.5512/31/2025 ESG Short Duration Multi-Sector Bond Fund Z PGIKX 9.85 0.62 0.16 0.11 5.61 — — — 4.195/25/2022 4.89 5.15 1.04 11.29 0.392/28/2025 ESG Total Return Bond Z PAIZX 8.16...
Using a dataset of 2129 Chinese actively managed equity mutual funds during the period between July 2018 and March 2021, we find that fund ESG performance is positively related to fund downside risk and that the positive relationship weakened during the COVID-19 period. The results are robust to...
In the face of changing investment intentions, the integration of environmental, social and governance (ESG) considerations into portfolio optimization is becoming the norm. Indeed, the purely financial dimension of investments is beginning to give way to the sustainable or responsible dimension which ai...
ESG Fund Flows Despite the underperformance of ESG funds, we continued to witness the resilience of ESG flows. Flows into Article 8 and 9 funds increased dramatically in 2021 and 2022, post the launch of the EU SFDR which contributed to heightened investor interest in ESG [Figure 10]. During...
As such, First Sentier Investors cannot guarantee the achievement of these targets. These targets are subject to ongoing review and may change without notice. Any ESG related commitments, are current as at the date of publication and have been formulated by the relevant investment team in ...
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The investment literature follows two distinct approaches to evaluate ESG investments. One compares ESG funds’ performance with their non-ESG counterparts (Lesser et al., 2016; Nofsinger and Varma, 2014; Pástor and Vorsatz, 2020). Another approach is to identify ESG as new risk factors similarl...
International Stock Funds to Buy U.S. stocks are looking expensive. Diversifying internationally via these funds can potentially help investors unlock better value. Tony DongDec. 5, 2024 Fixed-Income Funds to Buy for 2025 Here's what the experts have to say when it comes to investing in bond...