As ESG has grown in importance to investors, we examine the evolution of ESG investing, why it should matter to all investors, and evaluate companies along each vertical with an ESG lens.
As ESG-linked assets under management (AUM) continues to increase, we believe the stock performance of publicly traded companies will be increasingly influenced by their performance along ESG lines. Given the intensive energy consumption of our covered companies, we believe the use of renewable energy will have the greatest impact on their stock performance over time.