Our decision to fully integrate ESG (environmental, social and governance) across our strategies comes from a number of beliefs.  While ESG investing is not new, the data is becoming more widely available to data-driven managers such as Rosenberg Equities. This growing body of data helps inform our core beliefs that:

•    ESG information is economic in nature: Companies that use their resources wisely should have an economic advantage over those that do not.

•    ESG information is complementary to traditional fundamental data: ESG data is currently not well represented in traditional financial data and tends to be longer horizon in nature, giving us a window through which we can view a company’s long-term sustainability and a more holistic view.

•    Based on this, ESG information may change our opinion of the fundamental ‘worth’ of a stock.


In this video, Heidi Ridley, CEO of Rosenberg Equities, explains our motivation to integrate ESG across our investment strategies.

This page is for advertising and informational purposes only and does not constitute an offer to buy or sell any investments or products on the part of AXA Investment Managers or its affiliated companies and should not be considered a solicitation or investment, legal or tax advice. The strategies and/or products discussed herein may not be available in all jurisdictions and/or to certain types of investors. Opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee that forecasts made will come to pass. No guarantee, warranty or representation is given as to the accuracy or completeness of this material. Reliance upon information in this material is at the sole discretion of the reader. This material does not contain sufficient information to support an investment decision. Further important information as well as information regarding the representative and the paying agent of the respective fund are available under important information.