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Making sense of ESG data.
How do we assess reporting around ESG?
ESG data can be complex and not always reliable; however, we know that everyone is looking for the easiest way to assess the environmental, social, and governance characteristics of an investment.
In our first of two videos, SEI’s sustainable research expert Aruran Morgan discusses how we consider ESG data.
IMPORTANT INFORMATION
This video has been created, issued and approved by SEI Investments (Europe) Ltd ("SIEL"). This video is not intended to constitute an offer to buy or sell, or a solicitation of an offer to buy or sell any particular product. Please note you may not be able to invest in any of the investment products described in the film directly.
While considerable care has been taken to ensure the information contained within this video is accurate and up-to-date and complies with relevant legislation and regulations, no warranty is given and no representation is made as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information.
Sustainability guidelines may cause a manager to make or avoid certain investment decisions when it may be disadvantageous to do so. This means that these investments may underperform other similar investments that do not consider sustainability guidelines when making investment decisions. There can be no assurance goals will be met. If a product or strategy is subject to certain sustainable investment criteria it may avoid purchasing certain securities when it is otherwise economically advantageous to purchase those securities, or may sell certain securities when it is otherwise economically advantageous to hold those securities. Sustainability is not uniformly defined and scores and ratings may vary across providers.
SEI considers ESG factors as part of its Portfolio Manager Research and due diligence process including an evaluation of each Portfolio Manager's approach to integrating sustainability risk in its investment process; however, no minimum threshold has been established with respect to these capabilities in order for a firm to be hired as a Portfolio Manager.
Past performance is not a reliable indicator of future results. Investment in SEI funds are intended as a medium to long-term investments. The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested. This video and its contents are for Institutional Investors only and not for further distribution.
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