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Causeway vice president and senior research analyst, Mo Khan, recently appeared on Investment Magazine’s Market Narrative podcast with Alex Proimos to discuss his work on ESG at Causeway. In the episode, Mo and Alex discuss the increased investor scrutiny on ESG issues over the past 10 years, the economic rationale between ESG and alpha, and the importance of developing an internal view of ESG factors and materiality. Also covered are topics such as how ESG differs at the stock-level versus integration at the portfolio-level, how ESG engagement can be viewed as an alternative to negative screens, standardization in ESG reporting, and the role of investor education and the sharing of research.


Important Disclosures

This market commentary expresses the views of Mozaffar Khan, a quantitative senior quantitative analyst at Causeway Capital Management LLC, as of November 2020 and should not be relied on as research or investment advice regarding any stock. These views and any portfolio holdings and characteristics are subject to change. There is no guarantee that any forecasts made will come to pass. Forecasts are subject to numerous assumptions, risks, and uncertainties, which change over time, and Causeway undertakes no duty to update any such forecasts. Information and data presented have been developed internally and/or obtained from sources believed to be reliable; however, Causeway does not guarantee the accuracy, adequacy, or completeness of such information. “Alpha” means performance exceeding the benchmark index.