Utilizing ESG as Criteria in Investment Analysis

Choate, Hall & Stewart LLP Podcast

23-10-2023 • 14分

In this episode of the Family Office Services Podcast Series, Choate Investment Advisors’ Erin Kerr and Alison Svizzero discuss how environmental, social, and governance (ESG) criteria are used by investors in evaluating companies, in addition to traditional fundamental analysis, to determine long-term performance. ESG has increased as an area of interest for investors over the past decade. Erin, who is a ChoateIA Chief Compliance Officer and the Chief Investment Officer, and Alison, a Portfolio Manager and the Head of Private Equity Investing, provide a comprehensive overview and debunk myths related to utilizing ESG as investment criteria.