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27 June 2024 | 1:10 PM - 2:00 PM

Thorny Questions You Wouldn't Ask at Sunday Dinner: ESG, Politics, and Performance Tradeoffs

ESG investing has gone from a fund manager's darling to a political lightning rod in less than 5 years. And while some investors are staunchly pro- or anti-ESG, most find themselves somewhere in the middle. Industry experts discuss the thorny questions you've always wanted to ask about ESG: when does ESG help or hurt a portfolio's performance, what should investors expect from ESG-branded funds, and what are politicians doing in the middle of it?

Speakers

Head, Portfolio Advisory Group East Division

Matthew Morris

Head, Portfolio Advisory Group East Division
UBS Financial Services Inc.
Senior Vice President, Director of Environmental, Social, and Governance (ESG) Investing

John Oxtoby

Senior Vice President, Director of Environmental, Social, and Governance (ESG) Investing
Ariel Investments
Associate Director

Alyssa Stankiewicz

Associate Director
Morningstar Research Services LLC
Portfolio Manager

Margaret Vitrano

Portfolio Manager
ClearBridge Investments