Is ESG a Factor?

Research Affiliates
By July 27, 2020 11:04

Is ESG a Factor?

  • Increasingly, investors are asking if ESG is a factor. We answer this question using the criteria set forth by our Research Affiliates colleagues in their 2016 Graham and Dodd Scroll–winning article, “Will Your Factor Deliver? An Examination of Factor Robustness and Implementation Costs.” We conclude that ESG is not a factor.
  • We do believe, however, that ESG could be a powerful theme as new owners of capital—in particular, women and millennials—prioritize ESG in their portfolios over the next two decades. Progress in aligning definitions of “good” and “bad” ESG companies will also enhance the ability of the ESG theme to deliver positive investor outcomes.
  • We conclude that ESG does not need to be a factor for investors to achieve their ESG and performance goals. 
Research Affiliates
By July 27, 2020 11:04

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