Part 1: Aligning portfolios with ESG values in Australia

Investors are increasingly looking for straightforward ways to align their investments with their personal views on environmental and societal issues. Our analysis, as examined in our paper on this topic, shows that combining ESG screens with a transparent, rules-based index construction methodology results in indexes that are close substitutes for the underlying indexes with which investors are most familiar.

This blog is the latest in a series of research articles focused on global sustainable-investing strategies. Our research paper presents six-year case studies for the FTSE Australia 300 Choice and FTSE Developed ex Australia Choice indexes, two market-capitalization-weighted indexes employing a rules-based methodology that enables investors to apply robust ESG-values-based exclusion directives to a broad market index.

You can now read the full blog post at the link below