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ESG Investing – What does it mean for Active Managers?

First below is a nice summary from PGIM CEO:
“ 1. ESG is a multi-year journey

2. Role of investment Manager – In a transparent and data driven way, incorporate ESG factors into the investment process to offer products required by clients based on the preferences.

3. ESG investment cannot be just passive. “

See video link here –  https://bit.ly/3KK90oO

So how can we measure the portfolio performance/results in the above scenario?

– How about clients come up with percentage allocations based on their ESG preference to be used as input to create a custom benchmark?

And what does this mean for Active Managers –

– There is a need for a robust data management framework to help clients define their ESG preferences.

– It is necessary. to provide real-time ‘What-If’ analysis on client portfolios to help analyze portfolio risk (ex-ante) in order to understand impact of such changes.

– A real-time Business Intelligence (BI) framework will be a great add-on for managers to develop custom products quickly.






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