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Releasing research on ESG with some thoughts on how to improve ESG investing. Customization, Alpha Factors and overcoming challenges with ESG data.https://osam.com/Commentary/esg-the-right-way …
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Travis Fairchild proslijedio/la je Tweet
Lesson I've Learned: In every field I've learned deeply, I realize 90%+ of people are clueless. They imitate, mimic & play act with no idea what's really going on. I didn't believe it until I had the same experience in 3 unrelated fields (h/t
@nntaleb) (exception: MMA)Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Travis Fairchild proslijedio/la je Tweet
New Podcast! I talk with my colleague
@tbfairchild about@OSAMResearch's recent ESG paper. Paper: https://www.osam.com/Commentary/esg-the-right-way … Podcast:https://osampodcast.libsyn.com/esg-the-right-way-ep08 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
We had similar findings and are designing a platform to address this. We would like to hear from those frustrated by these surprise holdings in ESG funds to make sure we get it right https://www.osam.com/pdfs/research/2019-09%20-%20ESG%20the%20Right%20Way%20-%20Customization%20and%20Not%20Scale_with%20Canvas.pdf …https://twitter.com/fpinvesting/status/1198978299361402880 …
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Recent WSJ article echoes a lot our our sentiments in recent paper we did. We are hoping to solve several of these issue with customization. https://www.osam.com/pdfs/research/2019-09%20-%20ESG%20the%20Right%20Way%20-%20Customization%20and%20Not%20Scale_with%20Canvas.pdf …https://twitter.com/akaneotani/status/1193914291512057857 …
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Travis Fairchild proslijedio/la je Tweet
Nice work
Some thoughts 1/ I feel the fossil fuel example is a general issue for our (or every) industry: explain it to your client. As a professional investor read for example MSCI ESG Leaders methodology and then you see OK these type type of energy companies can be in thereHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Travis Fairchild proslijedio/la je Tweet
We just published a paper on our work so far in the world of ESG data: https://osam.com/Commentary/esg-the-right-way … It is a fascinating and constantly changing field with lots of nuance. Partnerships are essential here. Please reach out
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Travis Fairchild proslijedio/la je Tweet
We are looking for an ESG focused RIA to be one of our original Canvas partners. This firm would: - Be one of the final "first 10" partners (see image) - Heavily influence the tools+research we build for positive and negative ESG screening & reporting https://canvas.osam.com/
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One sized fits all ESG often waters down the values investors want; including performance factors like Value, Momentum and Quality. Without customization investors may realize their ESG portfolio is not investing as close to their values as they thought.
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The investor wanted to tilt to green revenue, like renewable energy, more than the broad definition (heavily represented in lower right) and also to penalize fossil fuel and high carbon intensity companies (heavily represented in upper left) more than the broad definition did.
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The bottom left and top right quadrants, highlighted in blue, represent cases where companies’ Sustainalytics score and the custom ESG score are in alignment. The dots in the other quadrants highlight misalignment for this investor if they were to use a broad definition.
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Using a custom ESG score can better capture an investor’s values. To illustrate with an example the graph below charts a custom ESG scoring system we tailored for an investor on the vertical and a broad ESG score on the horizontal.pic.twitter.com/5ZQlxpbyYQ
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Tailored portfolios are needed. Using a broad ESG rating is not wrong if investor goals align with a broad definition. But if they want a unique/smaller set of ESG issues represented then going broad can tilt them away from values they want highlighted in the portfolio
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In order to scale, the largest ESG products are designed to be one size fits all. This approach waters down and often tilts away from the values investors want. Broadly defined ESG screens and tilts can lead to portfolios not aligned with investors’ goals.
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If one dataset rewards revenue tied to environmental impact themes but ignores controversies while another data base focuses specifically on controversies but no weight to green revenues, then they can be combined to create a custom ESG score for the investor that wants both.
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ESG Data quality and availability has a long way to go but some criticisms are exaggerated. Low correlations across vendors is a common grievance, but differences allow for more flexibility and granularity to solve a wider range of ESG goals.
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Active elimination of poor-quality companies has historically been more effective at improving returns within ESG portfolios than in non-ESG strategies. The most pronounced results of removing low quality is in ESG All Stocks universe with underperformance of 4.8% annualizedpic.twitter.com/viU37fWvOn
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The following plots the range of valuations of top ESG portfolios (gray bar) compared to the valuation of the underlying broader index (blue). In most cases, the broader benchmark is at the very bottom of the range.pic.twitter.com/bGQhiYkM4A
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Good ESG is not always equivalent to a good investment. Factors can help combine good ESG and good investments. But performance factors are often a secondary objective for many ESG funds resulting in tilts towards expensive and/or low quality names.
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The way I like to explain initial coin offerings is that “they’re like if the Wright Brothers sold air miles to finance inventing the airplane.”
@matt_levinehttps://twitter.com/matt_levine/status/1183779573378535426 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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