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ESG Impact and Investment Performance

Interest in environmental, social and governance (ESG)-based investing has increased dramatically of late, especially as new index-based funds have been introduced. Still, the majority of ESG-sensitive assets are committed to actively managed portfolios, including the portfolio of a 35-year-old investment manager at San Francisco-Parnassus Investments.

Amid growing controversy over the value of some funds’ ESG ratings, longtime portfolio managers such as Parnassus have stuck to their weave as they continue to seek quality investment opportunities with low embedded operational, legal and reputational risk. There is evidence that the ability of active managers to identify such investments can lead to positive alpha over a long investment horizon.

Brad Ziegler of Wealth Management will join Parnassus Investments Portfolio Managers Lori Keith and Billy Hwan in an hour-long exploration of their fundamental approach to building a cost-efficient portfolio of quality companies that adhere to socially responsible principles.

In this topical seminar, attendees will learn clearly and practically:

  • How does ESG affect portfolio performance?
  • Key Factors Used to Identify Quality Companies
  • How to Measure Alpha’s Actual Cost
  • even moreā€¦

sponsored by

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Brad Ziegler – Moderator
Alternative Investment Editor
money management magazine

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Lori Keith
Research Director, Portfolio Manager

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Billy Hwan, CPA, CFA
Portfolio Manager, Senior Research Analyst

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