The Evidence-Based Investor

ESG & EBI: two major secular shifts in global investing

Posted by Robin Powell on October 2, 2017

There are two huge developments taking place in global asset management.

One, of course, is the move towards basing investment decisions on independent and peer-reviewed academic evidence rather than opinions. The second is the growth of sustainable (or ESG) investing, in other words, focussing not only on investment returns, but also on making a positive difference — social, environmental or otherwise.

These aren’t, as some have suggested, cyclical trends or passing fads. They are major, secular shifts which will radically transform the entire investing industry. Although, thus far, I have focussed my attentions on one of these developments, evidence-based investing, I’m actually a big fan of both.

That’s why I’m particularly looking forward to what Dan Lefkovitz has to his say in his keynote address at Inside ETFs Europe in London. Dan is expert in both EBI and sustainable (ESG) investing and, in particular, in how sustainable strategies can be incorporated into an indexing approach.

As part of our sponsorship of the event, my company Ember Regis Group is producing a series of videos with some of the keynote speakers. In our latest video, Dan Lefkovitz and John Swolfs from Inside ETFs explore the following issues:

— What exactly is sustainable investing?

— How do we know that it’s here to stay?

— What sort of additional risk, if any, is entailed?

— Does investing sustainably mean having to settle for lower returns?

 

 

Special offer for TEBI readers

If you do want to attend Inside ETFs Europe, which takes place at Hilton Park Lane in London from 23rd to 25th October, we have a limited number of complimentary invite to give away. All you have to do is register here using the VIP code REGIS at checkout, and the only thing I ask in return is that you come and have a chat with us on the Ember Regis stand.

Any queries? Contact Conor at cohaonghusa@insideetfs.com.

 

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JB Beckett on the role of technology in the renaissance in asset management

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Robin Powell

Robin is a journalist and campaigner for positive change in global investing. He runs Regis Media, a niche provider of content marketing for financial advice firms with an evidence-based investment philosophy. He also works as a consultant to other disruptive firms in the investing sector. Regis Media.

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