Column Thornburg Investment Management

ESG Investing: Active Management is More Needed Than Ever



Autor: Jake Walko

  1. ESG investors can adopt active management approaches to accommodate their individual objectives and challenges: As a result, the fundamentals of portfolio construction—such as valuation, liquidity, time horizon, and suitability—aren’t ignored.
  2. Many ESG issues are inherently complex, which makes them a good use case for active management, as competing considerations can be uncovered and balanced.
  3. We recently led a conversation on this topic as part of a UN PRI Roundtable, and we found that stewardship in favor of better disclosure is universally agreed upon.