Integrating ESG Criteria in Long-Term Portfolio Construction: Implications for Wealth Management and Family Offices
Abstract
This article examines the role of Environmental, Social, and Governance (ESG) criteria in the construction of long-term investment portfolios within the wealth management sector. Drawing on recent empirical research, it explores how ESG-focused portfolios compare with traditional portfolios regarding financial performance, and investigates the motivations behind the adoption of ESG products by high-net-worth individuals. The discussion extends to the practices of family offices in incorporating ESG filters into fund and company selection, highlighting both the increasing momentum and the heterogeneity of ESG implementation across regions and generations. The analysis reveals that while ESG integration is often rooted in a blend of risk management, value alignment, and evolving client expectations, it is also subject to influences of marketing and generational transitions. The article concludes that robust ESG integration can deliver competitive returns and long-term resilience, contingent upon rigorous strategy implementation and ongoing improvements in ESG standards and data quality.
Keywords
ESG Integration, Portfolio Management, Long-Term Investment, Wealth Management, Family Offices, Sustainable Investing, Risk Management, ESG Performance, High-Net-Worth Individuals, Generational Shift.
Citations
IRE Journals:
Aline Caroline Moraes Oliveira "Integrating ESG Criteria in Long-Term Portfolio Construction: Implications for Wealth Management and Family Offices" Iconic Research And Engineering Journals Volume 6 Issue 8 2023 Page 411-414
IEEE:
Aline Caroline Moraes Oliveira
"Integrating ESG Criteria in Long-Term Portfolio Construction: Implications for Wealth Management and Family Offices" Iconic Research And Engineering Journals, 6(8)
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