I’ve yet to be convinced of the value proposition of incorporating ESG into the investment decision-making process. What are the definitions of the “Environmental” and “Social” elements of ESG and how are each directly correlated to alpha generation? You are preaching to the choir as it relates to “Corporate Governance” – the “G” in ESG. No other variable is as important to a company’s success as is the Management Team/CEO. The composition of the Board of Directors is a close second.
Link to the full TEK2day ESG article: https://tek2day.com/2021/05/31/g-is-where-the-value-is-in-esg/
Here is the link to the TEK2day Electricity Generation article referenced in the episode: https://tek2day.com/2021/05/19/evs-musk-biden-and-homer-simpson/
view more