1 / 6

Responsible Investment in Passive Management Strategies

Responsible Investment in Passive Management Strategies. Julie Fox Gorte Senior Vice President for Sustainable Investing Pax World Management LLC www.paxworld.com jgorte@paxworld.com. Advantages of Passive Approaches. Lower cost Performance Proof of concept.

rex
Download Presentation

Responsible Investment in Passive Management Strategies

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Responsible Investment in Passive Management Strategies Julie Fox Gorte Senior Vice President for Sustainable Investing Pax World Management LLC www.paxworld.com jgorte@paxworld.com

  2. Advantages of Passive Approaches • Lower cost • Performance • Proof of concept

  3. Considerations in Passive Investment Construction 1 • Broad market funds with ESG thresholds v. themed indexes • Purpose: to track a specific sector of the market, or to provide noncorrelated products to improve asset allocation? • To benefit from growing sustainability markets, or to boost sustainability?

  4. Approaches to Passive RI: Broad Market Source: http://www.msci.com/resources/factsheets/MSCI_ESG_Indices.pdf

  5. Approaches to Passive RI: Themes Source: http://www.ftse.com/Analytics/FactSheets/Home/FactSheet/Regions/RESPINV/1/WRLD/1#?fromftse=true

  6. Considerations in Passive Investment Construction 2 • Cap weighting vs. fundamental weighting • Advocacy • Turnover • Performance/tracking error • Replication • Asset allocation

More Related