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Yang Yang

Yang joined Nutmeg in 2017. He is passionate about quantitative analysis and optimization. Yang holds a PhD degree in Power Systems Economics from Imperial College London. He is a certified Financial Risk Manager (FRM) and holds the CFA UK Investment Management Certificate.

How do socially responsible portfolios perform?

|7 min

We know that the performance of socially responsible investment (SRI) strategies can be an area of concern for our clients. It’s sometimes assumed that investing with an SRI focus will incur trade-offs when it comes to performance, and potentially lead to lower returns. Here, we lay out how our socially responsible portfolios have performed and what we expect from them in the future.