With a focus on corporate governance, can high-quality companies make a difference to returns.
16. Jan. 2020
Growing share of world’s population live in emerging countries with a:
growing middle class
consumer base that is getting wealthier
But emerging markets are riskier and can be difficult to navigate with differences in culture, governance standards, lack of disclosure, limited data availability
Big challenges in EM can create big opportunities to add value:
Using ESG analysis to differentiate between companies and pick potential winners
more variability in ESG disclosure, policy and practise standards
growth potential in domestic consumption if management teams perform well in these areas
keep companies accountable
Does ESG integration add value?
Emerging market performance over 5 years shows that the MSCI EM ESG Leaders index outperformed the MSCI Emerging Markets index
By incorporating ESG analysis, emerging market investors are seeing:
Rewards for companies seeking to improve ESG performance
Governance issues improving
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