Gold Peer Group ESG Analysis
ESG investing is now the fastest growing category for active fund managers. A number of large fund management groups are now refusing to invest in some types of mining companies, such as coal producers, because of their environmental impact. However, if this type of decision-making spreads to other mining categories, in the longer run, this might impact investment performance.
More likely in our view is that investors will insist on knowing which are the most suitable investments within a peer group, which could be guided by several key ESG metrics.