About this event

Join Us for an Exclusive Webinar on Sustainable Investing
 
Exclusions are a widely used ESG strategy, but do they really affect portfolio risk and diversification? Our latest Scientific Portfolio study examines the financial impact of exclusion policies across 493 indices in Europe and the US, assessing their effects on tracking error, sector allocations, and risk factors.

Key Discussion Points:

• How different exclusion policies impact portfolio risk and returns
• The trade-offs between financial performance and ESG objectives
• Comparing naïve vs. optimized reallocation strategies
• Practical takeaways for investors applying ESG screens