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Tuning Trend-Following Strategies with Macro ESG Data
Journal article

Tuning Trend-Following Strategies with Macro ESG Data

Christian Morgenstern, Guillaume Coqueret and James N. Kelly
Journal of Impact and ESG Investing, Vol.2(2), pp.117-136
01/12/2021

Abstract

This article seeks to tilt traditional macro trend-following strategies toward countries with high Environmental, Social, and Governance (ESG) scores. The integration incorporates both ESG levels and changes (improvements or deteriorations in sustainability). Notably, the authors find that the international ESG exposure of the macro portfolios can be substantially increased without any cost in performance for both long-only and long–short portfolios. In some cases, transaction cost–adjusted Sharpe ratios can even benefit from a minor shift toward more ESG exposure.
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