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ETF Specialist

These ESG Funds Have Style

A look at how ESG integration interacts with style biases.

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Interesting things happen when funds mix styles or factors with the integration of environmental, social, and governance considerations. Here, I will examine a pair of ESG funds to illustrate the issues that investors should consider when vetting funds that overlay ESG considerations on style or factor tilts.

Lan Anh Tran does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.