2025-05-15-Jefferies-邀请全球ESG市场现状-最新动态_6页_80kb

报告摘要

Report Focus: The document provides an update on the Global ESG Market, challenging claims of record outflows due to ESG backlash, as reported in some media outlets. The Jefferies team argues these reports exaggerate the demise of sustainable funds.
Key Topics:
- Changes in Assets Under Management (AUM) and net flows for sustainable funds across different regions in the first quarter of 2025.
- Performance comparison of Article 6, 8, and 9 funds over various timeframes.
- Identification of best and worst-performing sustainable themes for the year-to-date.
- Determination of the best-performing sustainable investing style.
Event Details:
- A virtual call on Thursday, May 22, 2025, at 2:00 PM BST with Luke Sussams, who will present the analysis.
- Registration link provided; no replay available.
Market Position: Jefferies emphasizes that sustainable fund inflows vary by region, and some narratives misrepresent trends, which are not universally negative. This counters media reports linking outflows to ESG backlash.
Valuation and Risks: The report includes Jefferies' rating system (Buy, Hold, Underperform) based on expected total returns, along with considerations of conflict of interest and risk factors for investors.
Audience: Intended for Jefferies clients as part of their equity research, with extensive disclosures to fully inform clients regarding legal, ethical, and investment-related matters.