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ESG Fund Research Report

May 10, 2019 BY Sean Beznicki

In our most recent Market Outlook & Strategy Report, we discussed the issue of climate change and how investing in Environmental,  Social, and Governance (ESG) funds can help create a positive impact in this area.  We also reviewed some of the more recent research on ESG and financial performance, most of which shows a strong correlation between good ESG practices and financial outperformance over time.  

This companion piece looks at five of the leading US large capitalization ESG index-based funds. 

In it, we begin by profiling how each fund is built and then go on to compare each funds’ performance, risk characteristics, style, sector exposure, and influence on corporate behavior. 

POSTED IN: blog, Investing

Sean Beznicki, CFA, M.B.A., is an investment advisor at Artemis Advisors. He specializes in developing and managing globally diversified portfolios with an appropriate mix of exposure to risk assets and downside protection to achieve an investor's long-term objectives in strategic coordination with their overall financial plan.

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