How can investors include human rights and worker safety in their valuation analysis? And what’s the best way to engage with companies on these social issues? ESG disclosures matter but they may not provide the full picture. In this episode of the All Angles podcast, Rob Wilson, Director of Global ESG Integration at MFS, delves into the use of increasingly available labor data to question corporate management and help make long-term investment decisions.
(0:36) Rob’s professional background
(3:42) Turning point from traditional equity analyst to sustainability specialist
(9:13) The intersection of human rights issues and investments
(12:35) Using hard data as well as corporate disclosures to make informed decisions
(15:27) How median pay data helped to compare consumer discretionary companies
(20:13) The rich opportunity set for active, long-term investors
(23:21) Example of collaborative approach to questioning corporate management
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Please keep in mind that a sustainable investing approach does not guarantee positive results and all investments, including those that integrate ESG considerations into the investment process, carry a certain amount of risk including the possible loss of the principal amount invested.
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