Aldo Bonati (Italy)
Head of Research Department - ECPI Milan
ESG Investing: Opportunities in Emerging Markets
According to a recent Bloomberg survey of the global investor community, China and Brazil were both tied as the most attractive destination for investment in terms of potential returns, India is 3rd most attractive and the USA is 4th.
Emerging economies are now having to deal with unprecedented interest from investors outside of their borders. Tools are required to assist investment decisions in these markets, where environmental, social and corporate governance risks loom large and threaten the search for alpha.
ECPI will discuss a variety of case study emerging markets and industries, the ESG risks inherent, and how investors’ long-term returns benefit from an overlay of ESG research and analysis and by using indices. For instance, looking at China, we see how ESG data can provide clarity in otherwise foggy markets.