Strategy

Nice guys finish first

We review the rise of ESG, its impact on investment trusts, and the various ways ESG has evolved in the trust world...
William Sobczak
Last update 03 April 2019

ESG stands for Environmental, Social and Governance. It is a broad term, covering the analysis of investments by metrics other than traditional financial ones. It has also been the stand out trend in the investing world over the last five years.

ESG analysis represents a different way of at looking at companies and reflects the growing awareness that there are consequences of being a shareholder or owner of a business (other than receiving dividends), as well as a broader understanding that purely financial metrics only catch part of what a financial analyst should be looking at.

In this article, we review the rise of ESG, the impact on funds and investment trusts, and the various ways ESG has evolved in the fund world, before taking a look at the investment trust managers incorporating ESG analysis in their management processes.

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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.