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The Opportunity

 

  • U.S. ESG portfolios have grown 5x in the last decade

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  • 79% of all U.S. investors are interested in ESG investing

 

  • Global AUM is expected to exceed $50T by 2025 *

ESG categories

The Challenges

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Need for more products

  • Over half of consumers (58%) perceive a lack of available ESG products. *

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  • We design new ESG stock portfolios that can help meet demand.

Overcoming performance concerns

  • Greater growth is possible if we overcome performance concerns     (e.g., 70% of consumers perceive a trade-off between ESG and returns).

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  • Our ESG stock portfolios seek to generate alpha while managing risk.

Finding signals in complex and dynamic systems

  • Large amounts of ESG and finance data

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  • Web of relationships among ESG and financial variables is not stable across industries or over time

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  • Our proprietary framework predicts stock performance by using artificial intelligence to find signals among these complex and dynamic relationships

* sources:  Morningstar Direct; https://www.morningstar.com/lp/sustainable-funds-landscape-report; https://www.morganstanley.com/assets/pdfs/2021-Sustainable_Signals_Individual_Investor.pdf;

https://www.bloomberg.com/company/press/esg-may-surpass-41-trillion-assets-in-2022-but-not-without-challenges-finds-bloomberg-intelligence/

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