May Sustainable Investment Update

As we approach the midway point in the year, we have seen a markedly negative shift in sentiment around ESG. This has largely been attributable to year-to-date performance challenges, exaggerations of positive ESG impacts (greenwashing), and criticisms from state officials and outspoken billionaires alike. The most recent target is one of the largest U.S. credit rating agencies, which has been accused of incorporating “politically subjective” ESG criteria in its assessment of public debt. This month, we also highlight an empirical study that supports our approach to ESG analysis, as well as trends we are monitoring in human capital, product safety, and supply chain management.

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