Sustainable investing: a performance-oriented approach – Goldman Sachs Asset Management

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1. What happened and why?

The performance of sustainable funds has seen ups and downs in recent years. Analysis of the data shows that this dynamic was often driven by funds’ style and sector tilts rather than anything intrinsic to sustainability itself.

2. Focus on performance

Goldman Sachs Asset Management thinks performance will be the key driver of sustainable-investing market growth in the years ahead, with investors increasingly focused on linkages to alpha, value creation and the fundamentals of investing.

3. Investing at the intersections

The underlying secular themes driving the transition to a low-carbon economy are resilient, in their view. Investment opportunities may be found at the confluence of factors such as rising power demand, higher temperatures and aging infrastructure.

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Sustainable investing: a performance-oriented approach – Goldman Sachs Asset Management

Sustainable investing is entering a new phase.

Only members with restricted access (ie. academics, asset owners, government and regulatory, independent advisers/trustees and sponsoring employers) can view this article. Please login or join to view.

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