As more assets flow into ESG strategies, the space has had an impact on several facets of society, with a new mega-trend every year. In a recent call with clients, Portfolio Manager Duane Roberts reflected on where ESG trends have already taken us, and where they are going:
Duane Roberts: “I'll go back three years, and it seems like every year there's a new theme in ESG. Three years ago, it was transitioning away from fossil fuels and what's the pathway to get there, and how does our portfolio align with those projections, and are the companies in the portfolio making the changes necessary. Last year for some fairly obvious reasons, diversity equity, and inclusion, which was always a subject of concern for ESG, jumped from being one of the topics to being the top topic.