Investment fund ESG rating review 2024 – XPS Investment

Review of investment managers' approach towards ESG.

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... To help their clients identify whether ESG considerations are appropriately embedded within their investments, XPS conduct an annual review of all their clients’ funds. Last year, XPS have analysed detailed information provided by 43 investment managers covering 184 funds to understand their current approach towards incorporating ESG factors and climate change risk management into their funds. The findings show overall green ratings increased to 40% (2023: 36%); however, progress has been mixed across different asset classes.

Publication date: November 2024.

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