In this video, Alex Rowe, a portfolio manager at Nomura Asset Management, outlines how company reporting is changing regarding ESG criteria.
In the recent past, he says, many companies refused to report on certain ESG criteria. The picture investors received was often incomplete. However, there has been a significant change in the commitment many companies – particularly small cap and emerging market firms – have to reporting. As a result, there is now a lot more ESG data available to make investment decisions. How should investors process these changes?
Nomura Asset Management’s Global Sustainable Equity Fund focuses on the UN SDGs via a portfolio of 30-40 global equity stocks in sectors such as healthcare, renewable energy and fintech.
