Report
Jean-Baptiste Rouphael

ESG exclusions: which companies that we cover are concerned?

>Normative and sector ESG exclusions - The gathering pace of ESG funds and indices has an impact on the valuation of European companies, echoing the 2020 performance of stocks in the renewable energy sector, driven by ETFs. Conversely, a number of companies would be undervalued, victims of SRI (socially responsible investment) exclusion policies. There are two major categories of exclusion: Normative exclusions, which target companies accused of not r...
Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Jean-Baptiste Rouphael

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