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.