Virtual Event

Do Exclusions Impact Portfolio Risk and Diversification?

About this event

Exclusions are a widely used ESG strategy, but do they really affect portfolio risk and diversification? Our latest Scientific Portfolio study examines the financial impact of exclusion policies across 493 indices in Europe and the US, assessing their effects on tracking error, sector allocations, and risk factors.

Thursday, March 27, 2025
Access the On-Demand Replay
30 Minutes

Key Discussion Points:

  • How different exclusion policies impact portfolio risk and returns
  • The trade-offs between financial performance and ESG objectives
  • Comparing naïve vs. optimized reallocation strategies
  • Practical takeaways for investors applying ESG screens

Meet the speakers

Vincent Bouchet
Director of ESG & Climate
Research, Scientific
Climate Indices …………………………………….
Shahyar Safaee
Deputy CEO and Business Development Director, Scientific Climate Indices

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