Performance Reporting Considerations: Environmental, Social and Governance Investment Strategies

Environmental, Social and Governance (ESG) investment strategies and other portfolio management strategies that accentuate societal impact into the investment management process are burgeoning in popularity. Changing attitudes and demographics suggest that clients are increasingly interested in using their investment dollars to make positive impacts. These new impact strategies challenge traditional investment performance reporting. This article examines the core characteristics of impact investing, barriers to improved performance reporting, and tools to navigate this changing landscape.

Laurie J. Hesketh, CIPM, PMP