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Leave your ESG concerns at the door, page-2

  1. 309 Posts.
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    I don't think it's just because they want to run a portfolio against a certain agenda, I think it's just the realisation that many managers have a mandate that excludes sectors as you mentioned oil, tobacco, weapons ect. and that it represents value as exposure is becoming increasingly scrutinised and therefore under-invested in.
    GQG have their own ESG framework from a forward looking and culture of the firm perspective rather than relying on ratings from a third party. Hopefully this link works, it's a great point you bring up.
    https://gqgpartners.com/sites/default/files/ESG_ESGtheGQGway.pdf
 
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