For institutional investors in Norway

ESG: technology for good

Alison Porter, portfolio manager in the UK-based Global Technology Team explains the significance of ESG when it comes to investing in tech stocks and how the team proactively engages and manages their portfolios with this in mind.

 

Key takeaways

  • For the team, environmental, social and governance (ESG) considerations are not only about responsible investing but also key to identifying opportunities and generating returns for clients.
  • Technology companies are providing solutions to many key challenges facing the world today such as the ageing population and climate change - from artificial intelligence in hospitals to ride sharing, and electric or autonomous vehicles. ESG factors are crucial to the team’s decisions to invest in companies that can execute in line with these key solutions.
  • Responsible behaviour is important to sustain and trust in new technologies that are very disruptive. Being proactive on ESG factors helps sustain the virtuous cycle for technology and the potential for delivering attractive returns to investors over the longer term.
Alison Porter

Alison Porter

Portfolio Manager


24 Apr 2020
4 minute watch

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

 

Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

 

The information in this article does not qualify as an investment recommendation.

 

Marketing Communication.

 

Glossary

 

 

 

Alison Porter

Alison Porter

Portfolio Manager


24 Apr 2020
4 minute watch