Explore the ESG landscape and consider how assessing material ESG issues can enrich traditional financial research, enabling you to pursue sustainable performance, manage risk and align investments with your values.
ESG, Tracking Error and Long-Term Performance
The market is replete with studies that research the relationship of ESG integration and performance. Tracking error is often discussed in conjunction with performance and the issue of tracking error against a strategic benchmark arises in most client conversations around ESG integration.
Fundamental Active Equities: Climate Debate and Carbon Pricing
ESG has long been central to State Street Global Advisors’ mission — we invest responsibly to enable economic prosperity and social progress.
We’ll continue to advance ESG data and analytics to design the next generation of ESG funds — and use our voice and vote to encourage portfolio companies to act on material ESG issues .
1 State Street Global Advisors, June 2020, based on Morningstar data as of May 31, 2020.
2 State Street Global Advisors,March 31, 2021.
The returns on a portfolio of securities which exclude companies that do not meet the portfolio's specified ESG criteria may trail the returns on a portfolio of securities which include such companies. A portfolio's ESG criteria may result in the portfolio investing in industry sectors or securities which underperform the market as a whole.
Investing involves risk including the risk of loss of principal.
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