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ESG stands for Environmental, Social and Governance. It’s a way to evaluate public companies – in addition to financial research – to decide whether they are good investments. Each category has different criteria, but they all add up to a goal of selecting investments that have the potential to perform well, by doing good.
Investors may be familiar with SRI, which stands for Socially Responsible Investing. SRI investing has been around since the 1960s, and several different types of investing fall under the umbrella, including ESG. For both, it is fundamentally about performing research on public companies by establishing various screens that determine whether the stock being analyzed meets the criteria the investor is looking for. The difference between ESG and SRI is that where SRI screens out investments that don’t meet certain criteria, ESG screens are about actively identifying companies to invest in that meet these... ...
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