HomeRI ResourceNatixis Investment ManagersHow ESG Supercharged a Shiller Strategy
Research and White Paper

KEY TAKEAWAYS

  • Ossiam’s ESG Shiller strategy takes a straightforward and proven methodology and adds to it a transparent, comprehensible ESG overlay.
  • Ossiam combined its smart beta know-how and ESG expertise to create an ESG version of the high-performing Shiller Strategy, significantly reducing the carbon impact of the portfolio.
  • Over the long-term, the Shiller Strategy has proved its worth, and over a shorter timeframe the ESG overlay has added considerable value. That value, given economic, social and investment trends around sustainability, could persist.
CATEGORIES: Asset Classes: Equity Investment Style: Sustainable