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Style Research Blog

Not all ESG factors contribute equally to performance

An increasing body of evidence shows companies that score well on environmental, social and corporate governance (ESG) metrics also tend to perform better than the market average. This combined with strengthening notions of fiduciary duty means ESG has become a practical element of investment management. But analysis by Style Research showed the three categories that made up ESG did not contribute equally to returns. 

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Monthly Style Summary to End March 2015

Equity markets were mixed during March as a confusing array of statistics variously forecast gaining economic momentum or, alternatively, continuing slow growth with near zero price inflation and weakening final demand in many major Western economies.  Confronted with these conflicting scenarios, it is no surprise that Value stocks underperformed while Growth continued to gain.  Small cap stocks also outperformed in Asia ex Japan and the Emerging Markets.

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