ESG Research Specialist, Lightbulb Capital

Simon Peladeau

ESG Research Specialist

Lightbulb Capital

Thematic (Sector/Industry)

In an era of growing ESG (Environmental, Social &amp; Governance) requirements, doing nothing is simply not an option.As ESG integration requirements from asset owners become more demanding, those that have a framework in place are well positioned. The analysis of ESG data ultimately leads to a more holistic view of companies in areas such as social impact (e.g. employee turnover, training hours, gender diversity, etc.); environmental impact (e.g. energy usage, water usage, waste recycling, etc.); and reputational/regulatory risk (e.g. safety, data privacy, etc.).Key differentiators for active managers against the rise of passive investing include integrating ESG and corporate engagement. In instances of ESG nondisclosure or poor performance on material ESG factors, engagement is important.

In an era of growing ESG (Environmental, Social &amp; Governance) requirements, doing nothing is simply not an option.As ESG integration requirements from asset owners become more demanding, those that have a framework in place are well positioned. The analysis of ESG data ultimately leads to a more holistic view of companies in areas such as social impact (e.g. employee turnover, training hours, gender diversity, etc.); environmental impact (e.g. energy usage, water usage, waste recycling, etc.); and reputational/regulatory risk (e.g. safety, data privacy, etc.).Key differentiators for active managers against the rise of passive investing include integrating ESG and corporate engagement. In instances of ESG nondisclosure or poor performance on material ESG factors, engagement is important.

The Case for ESG in Active Management