Sustainable Investing – Mind the Gap (Dec 2016)

This work by Trove Research presents one of the most comprehensive and detailed analyses of sustainable investing undertaken to date, covering multiple asset classes including listed equities, private equity, fixed income and direct investing in infrastructure. The work analyses 430 professionally managed sustainable investment funds covering public equities, green bonds and private equity. We find that many screened ESG funds simply track close the benchmark and offer little additional value, but managed funds offer better sustainability and financial performance. Sustainable private equity funds can give significant outperformance but have greater volatility.

Embargoed until Friday 26th Nov…

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