mobile image

Moving ESG Investing from Values to Value

This report explores the historical roots of ESG investing and how they shaped three of the most widely used ESG strategies today: exclusionary screens, portfolio optimization and tilting and ESG-integration into broader smart-beta strategies. It also examines the ongoing transition from values to value, highlighting how active ownership and ESG integration are driving the next stage of ESG investing’s evolution.

Year published
01 January 2025