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Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri

Bogleheads On Investing Podcast

CHAPTER

How to Invest in an ESG Fund

In general ESG funds are just going to probably match the benchmark, you know, over the long run. But we kind of looked at a different tact and said, what is-what are you really getting with ESG in terms of your correlation coefficients? We found that if you invest in an ESG fund, you're taking on more small cap risk and more tech risk. And because of that, you actually had close to the same level of correlation with the change in oil prices,.

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