ESG Metrics and Shareholder Advocacy Drive Appleseed’s Top Performance on Morningstar World Allocation
March 16, 2019 | EP. 37 | Carbon Emissions, Climate Change, ESG Disclosure, Investment Portfolio Analysis, SASB, Shareholder AdvocacyMatt Blume, Portfolio Manager and Head of ESG Research, Appleseed Capital
APPLX ended 2018 with performance in the top 5% of Morningstar’s World Allocation category for 1, 3 and 10 years. Blume tells us how shareholder advocacy can influence the integration of ESG metrics into the long term value creation of companies owned in the Appleseed Fund (APPLX), for which his firm is the adviser.