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Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods.
The returns on a portfolio consisting primarily of climate and fossil fuel aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
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Sources:
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3 G. Unruh, D. K. (May 2016). “Investing For a Sustainable Future”. Boston: MIT Sloan Management Review.
4 Serafeim, G. (2014). Turning a Profit While Doing Good: Aligning Sustainability with Corporate Performance. Brookings Institution. Khan, M. Soon, Serafeim. (2015). Corporate Sustainability: First Evidence on Materiality. Cambridge: Harvard Business School.
5 Clark, G. L. (2014). From the Stockholder to the Stakeholder: How Sustainability Can Drive Financial Outperformance. Oxford University Smith School of Enterprise and the Environment.
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7 US Forum for Sustainable and Responsible Investment. (2016). 2016 Report on US Sustainable, Responsible and Impact Investing Trends. Washington: US SIF.
8 Institute for Sustainable Investing. (2017). Sustainable Signals: New Data from the Individual Investor. New York: Morgan Stanley.
Source: morganstanley.com
