The untapped ESG assets destined for growth

Much has been written on the inflated size of global AUM reported to incorporate ESG principles and whether ESG adds alpha.

These are myopic knowledge barriers that overlook the underlying drivers which we believe are enduring.  Firstly, there is growing relevancy of sustainability challenges such as climate transition impacts and growing natural resource scarcity such as water stress. European investors remain sceptical on ESG Population growth is estimated to hit 10 billion by 2050, hence the ongoing pressure for resource use and efficiency. Alongside this, we are experiencing the largest generational transfer of wealth to millennials, representing changing investor preferences as they seek to alig...