I forskningspapiret hedder det bl.a., at ”when we asked respondents to rate the financial materiality of ES performance on eight dimensions, 85% (including 78% of traditional investors) rated at least one ES issue as material. Both investor types view ES performance on employee and consumer-related issues as most important, potentially because they are internalized even in the absence of regulation. More sustainable than traditional investors view environmental issues as material. We next turned from long-term value to long-term returns, to study views on market pricing. 73% of sustainable investors expect good ES performers to deliver positive alpha, and a notable 45% of traditional investors agree. Unexpectedly, by far the most popular reason is that ES performance is correlated with other factors that improve shareholder returns, rather than mattering directly.”
Morten W. Langer