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Industry Analysis
Hedge Funds & ESG

In collaboration with MSCI ESG Research LLC, Novus presents this interactive, introductory tool to study environmental, social, and governance trends among hedge funds, including a look at both long and short data. To do this, we leverage publicly available databases, and enrich them with ESG scores and ratings provided by MSCI.

This dashboard provides the latest data for the following questions:

  • Among the top hedge funds, which are the cleanest & dirtiest for each factor?
  • Compared to the stocks available, do hedge funds tend to invest in more well-rated or low-rated stocks?
  • Does investing long in clean names pay off? How about shorting dirty stocks?

Herein we provide the latest available data on the following: (1) How the largest US funds score across ESG factors, including the best and worst funds by E, S, and G, (2) How hedge funds are investing in aggregate across ESG themes, compared to the wider market, on both the long and the short side, (3) How each exposure bucket is performing.

Managers and allocators can provide similar analyses on their own portfolios to measure the impact of their ESG investments.

Please note:

This report is provided for information purposes only, does not constitute investment advice, or an offer to buy or sell securities, and should not be deemed to be a recommendation to make any investment. Novus is not an investment adviser, broker dealer, or financial institution and does not offer or provide advice regarding analysis of securities or effecting transactions in securities.

Although Novus Partners, Inc’s information providers, including without limitation, MSCI ESG Research LLC and its affiliates (the “ESG Parties”), obtain information from sources they consider reliable, none of the ESG Parties warrants or guarantees the originality, accuracy and/or completeness of any data herein. None of the ESG Parties makes any express or implied warranties of any kind, and the ESG Parties hereby expressly disclaim all warranties of merchantability and fitness for a particular purpose, with respect to any data herein. None of the ESG Parties shall have any liability for any errors or omissions in connection with any data herein. Further, without limiting any of the foregoing, in no event shall any of the ESG Parties have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.

Data Source: 
13F
Update Frequency: 
Quarterly