Insights
September 10, 2025
ESG investment performance: drivers and management
PERSPECTIVES Special | September 2025
Key takeaways
• Performance still requires effective investment selection and asset allocation.
• Index comparisons need detailed interpretation: indices change over time.
• Sector level analysis can provide insight on reasons for performance variation.
Contents
How does ESG investing really perform compared to traditional strategies? This PERSPECTIVES Special – ESG investment performance: drivers and management explores the nuances behind the numbers, showing that ESG performance depends heavily on how it's defined, implemented and measured. Using global and regional indices, we highlight periods of alignment and divergence, driven by policy shifts, macroeconomic trends and sector-specific dynamics.
Clean energy’s volatile journey, defence sector debates, and index composition quirks all reveal how ESG outcomes are shaped by more than just sustainability goals. Portfolio-level analysis shows that asset selection, exclusions and adaptability are key to long-term success. ESG is not a fixed formula, it’s a social construct that evolves with public consensus and market realities.
Further links on the topic
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Authors: Markus Müller, Chief Investment Officer ESG & Global Head of Chief Investment Office - Daniel Sacco, Investment Officer
I documenti in lingua inglese sono rivolti esclusivamente ai clienti in possesso delle competenze necessarie. Il presente materiale viene divulgato unicamente a scopo informativo e non deve essere interpretato come un’offerta, una raccomandazione o un invito all’acquisto o alla vendita di investimenti, titoli, strumenti finanziari o altri prodotti specifici, per la conclusione di una transazione o la fornitura di servizi di investimento o di consulenza sugli investimenti o per la fornitura di ricerche in materia di investimenti o raccomandazioni in merito agli investimenti, in qualsiasi giurisdizione. Per maggiori informazioni si prega di leggere la sezione ”Informazioni importanti” presente nel del report completo scaricabile dal link di cui sopra.
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