ESG-Integration

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.

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