The alpha in ESG - MJ Hudson

Improvements in ESG can drive value creation, but only if fund managers embed ESG from the start.

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... Improvements in ESG can drive value creation through three core levers: buy low, sell high; optimising capital structures; and growing the profitability of the investment. By focussing on these areas, investors can reduce damage created by negative ESG events, and drive business growth. To achieve this, fund managers must embed ESG in their companies’ equity story from the start.

Date of publication: April 2020

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