Esg

"My mailbox is filled every week with different constituencies, having particular social issues that they want to express in the way we run money," he says. "I think if I added it all up, we would exclude almost every company in the S&P 500." The other evolution in ESG for us is looking at broad ESG principles and how do they affect long-term value creation?" He adds: "We're finding companies are actually doing a better job beginning to disclose".