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September 01, 2022 11:59 AM


GLOBAL ESG EQUITY PRODUCTS GROW; PERFORMANCE STRONG UNTIL 2022 – INVESTMENT
METRICS

Hazel Bradford
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Global ESG equity products nearly doubled in assets from 2019 to 2021, and most
outperformed until 2022, according to a research paper by Investment Metrics, an
investment analytics provider.

The report by Brendan Cooper, senior research consultant, also found that 55% of
global ESG products are based in Europe, excluding the U.K., and few of them
have a value focus.

Investment Metrics studied 52 funds from 45 asset managers in a global ESG
equity peer group created by screening the broad IM global equity peer group for
products branded or focused on ESG.

Within the ESG peer group, 60% broadly focused on sustainable products, 30%
focused on the environment and 10% focused on impact or social themes.



The objective was to understand the performance and characteristics of products
winning the most business, an Investment Metrics spokeswoman said.

The research found that 80% of global ESG equity products outperformed over
three years, with a three-year median return of 8.5%, outperforming the
benchmark by 2.3 percentage points and the broader global large cap equity peer
group by 1.2 percentage points.

So far, 2022 has been less of a success for them. In the second quarter this
year, the median return for the global ESG equity peer group was -15.6%, 6 basis
points better than the MSCI ACWI index. For the first half of 2022, 78%
underperformed the benchmark, with the median underperforming by 2.5 percentage
points.


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From 2019 to 2021, assets in global ESG equity products increased 98%, with net
inflows of $25 billion in 2020 and $35 billion in 2021. By contrast, outflows
for global large-cap equity products dominated over the past eight years,
including $100 billion in 2021.

The research also found that "concentrated, strong-performing funds integrating
ESG into their investment process win the most business."

The biggest global ESG equity funds by asset size "tend to have a focused
approach with, on average, 50-70 holdings — the more concentrated, the more
powerful the performance," Mr. Cooper said in the report.

The top 20 funds by size have performed in the 29th percentile, and half of the
large ESG funds are in the top quartile, the paper said.

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