ESG - Does ESG Matter for Asset Allocation?



Fidante explores how to develop a simple framework for integrating ESG factors into the asset allocation decision


  • The integration of ESG factors into the investment process is increasingly becoming mainstream for institutional investors. However, investors struggle with how to incorporate ESG criteria into their top-down asset allocation decisions.
  • In this report we show how ESG criteria can be systematically and consistently integrated into the asset allocation process. Our approach can be used for almost any multi-asset portfolio without materially reducing return expectations or increasing portfolio risk.  


Average sustainability rank of equity indices

Source: RobecoSAM, MSCI, Fidante Partners.


To read the full report click here.


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