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Robyn Grew on Portfolio Construction

Masters in Business

CHAPTER

How to Conciliate ESG With Strategy

ESG is often tied to how well oil companies are doing, and it's a major component. Some studies have shown that ESG doesn't generate any form of alpha out performance. How do you reconcile these different data points? Or is it all in the framing and the definition of what ESG is? "It has something to do with strategy," he says.

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