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Investment Fund ESG Rating Review 2023 – XPS Investment

Summary of XPS Investment ESG ratings across their clients' fund managers, with commentary on trends and areas for development in the market.

Posted on Mar 12, 2024

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... To help identify whether ESG considerations are appropriately embedded within scheme investments, XPS Investment conduct an annual review of all their clients’ funds.

This year they surveyed 53 managers across 227 funds. Their findings show that the overall number of ‘Green’ ESG ratings increased to 36% versus 24% last year. However, key areas for improvement include increasing focus on engagement and investing in tools and research capabilities to improve the availability of data and analysis.

Learn more here