It’s important for investors to look at what a fund is actually doing beyond just fund names and objectives – you might find yourself surprised.
This report looks more into the detail of ESG fund holdings, and why investors should take the time to look into the underlying stocks of funds they’re buying.
Access the full report to find out:
- How green ESG funds really are on their path to "responsible investing"
- Which sectors are overweight within these funds, and why
- How funds have they been performing compared to the market and their benchmarks, as they gain more attention.
$33bnThe prominent US ESG funds AUM
19%Assets of top 10 performing US ESG funds in FAANG Stocks
4 / 12Funds reported on that did not outpace the S&P 500