ESG Becomes Part of What it Means to Invest
ESG is the theme of our latest edition of Morningstar magazine. Featuring my commentary, “Sustainability as a megatrend”, and Don Phillips’ “The ESG Revolution”, in which he writes: ESG is part of a powerful transformation that’s already under way in the investment world. It’s an opportunity for the financial-services industry to make a positive contribution to society, to more fully serve a fuller range of its clients’ needs, beyond its already noble role of enhancing the individual security of savers.
Jon Hale
Global Head, Sustainable Investing Research, Morningstar. Views expressed here may not reflect
those of Morningstar Research Services LLC. or its affilliates.
Oct 10
Morningstar Magazine
ESG becomes part of what it means
to
invest
ESG is the theme of our latest edition of
Morningstar
magazine.
Featuring my commentary, “Sustainability as a megatrend”, and
Don Phillips’ “The ESG Revolution”, in which he writes:
ESG is part of a powerful transformation that’s already under
way in the investment world. It’s an opportunity for the
financial
-
services industry to make a positive contribution to
society, to more fully serve a fuller range of its clients’ needs,
beyond its already noble role of enhancing the individual security
of savers.
A must read is “The Fruits of ESG: Advisors find that
sus
tainable investing is good for business.”
In it, several
advisors discuss how ESG differentiates their practices by forging
stronger bonds with their clients.
One piece of advice: Be proactive. Don’t wait for prospects and
clients to ask about ESG. Ask all
of them
—
new and old
—
about
their interest in ESG investing, and you
’
ll be surprised to find the
idea resonates with more people than expected. For couples, one
advisor said she gives both partners a questionnaire and often
discovers
“
there
’
s a better c
hance to hear the quiet voice who may
turn out to be interested in ESG investing.”
Also in the issue:
•
a profile on how
UBS advisor Kathy Leonard
built her
sustainable investing practice
•
a profile of
Pax Ellevate Global Wo
men’s Leadership
Fund
•
how to find good low
-
carbon funds
•
how our globe ratings are affecting fund flows
•
the rise of passive ESG funds
•
how the European Commission is putting financial services at
the heart of creating a sustainable economy.
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