DM Monthly Report – November 2020

WHAT WILL THE PANDENIC MEAN FOR ESG? – The widespread inclusion of environmental, social, and governance (ESG) factors in analytical models has been one of the most significant developments in investment management over the past decade and the current crisis may actually accelerate this push. Within the broad economy, a sharper focus on workplace safety and best practices, propelled by a vivid reminder of the connection between our health and our environment, could provide a positive legacy from an otherwise grueling year. At the same time, money managers will be increasingly asked to support and encourage this positive corporate behaviour.

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