Most stock funds saw significant declines due to coronavirus and energy-related selling in Q1 2020. ESG funds - filtering their investments based on environmental, social, and governance criteria - on average outperformed their stated benchmarks.
Join our online discussion on July 9th, 1-2:00 pm EDT and learn from our panel of experts, representing diverse asset classes, why certain ESG portfolios experienced less volatility during these uncertain times, and how best to position your investments in the current market environment. The discussion will cover:
What is it about ESG funds that drove more moderate declines? Is this about risk management or are strong ESG scorers uncorrelated with the broad market performance during bearish times?
What balance of equity and fixed income in ESG portfolios is appropriate in different circumstances?
How has the recent volatility influenced decisions about allocating to active vs. passive ESG managers?
Should ESG integration be part of your risk management strategy?
Eric Glass, Portfolio Manager and a member of the Municipal Investment Policy Group, as well as the lead on the Municipal Impact Investment Policy Group at Alliance Bernstein. He is also a member of AB’s firm wide Responsible Investment Steering Committee and Corporate Social Responsibility Working Group. After joining the firm in 2000, Glass served as a research analyst and trader on the Municipal team. Before that, he was on the municipal research team at Moody’s Investors Service.
ICF Members can pre-register at no cost. Non-Members may join for a $15 registration. Membership is available at levels for $25, $50 and $95, learn more. Login instructions for this Zoom videoconference will be emailed after your registration is completed.
Impact Capital Forum is a 501(c)(3) nonprofit organization. New York, N.Y.