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How ESG Benefited My Clients in 2020

These selected sustainable funds held their own during a choppy year for the markets.

Mentioned: , , , , ,

There aren't a lot of good things to say about 2020, except that the stock market ended up doing well. Plus, many investments with environmental, social, and governance tilts did even better. That was particularly good news for my firm's clients.

Just under a year ago, I wrote about how Rowling & Associates had integrated ESG-focused mutual funds into all our client portfolios. I explained our rationale--that companies adequately considering ESG factors should be subject to less business risk and thus would produce better risk-adjusted returns over time--and how we approached portfolio construction.

Sheryl Rowling has a position in the following securities mentioned above: ACIIX, DEVIX, DFSPX, PFPMX, POSIX, PRILX. Find out about Morningstar’s editorial policies.