About this event

The journey of ESG (Environmental, Social, and Governance) integration within U.S. actively managed equity funds has reached a critical and contentious juncture. Once heralded as an unstoppable trend, ESG is now facing headwinds of political polarization, investor skepticism, and market complexities that challenge even the most thoughtful investors. Behind the noise of public debate lies a set of uncomfortable but essential questions: how many active managers in U.S. equity markets genuinely integrate ESG in a way that aligns with meaningful sustainable investment objectives? How compatible are common investment strategies, such as growth and value, with real-world ESG constraints? And what are the trade-offs for investors who wish to remain committed to ESG principles while seeking competitive returns in an evolving U.S. market landscape? We examine the current ESG profiles of active U.S. equity funds through a quantitative lens. In a changed political climate, and as (supposedly ESG-friendly) tech stocks face a market reckoning, our report examines the evolving landscape.

Join us for a 15-minute webinar, where our experts will explore insights from our recent Market Review- Examining ESG in Active U.S. Equity Funds.

Key takeaways:

• A data-driven evaluation of less-ESG-compatible stocks in active U.S. equity funds, including a style lens.
• Insights on the impact of ESG screens on portfolio holdings and risk factors;
• The implications of regulatory and market shifts on ESG-focused investment strategies