esg investments
Financial Planning Lie - ESG Funds Surpass Mutuals for Retirees?
Yes, ESG funds can outpace traditional mutual funds for retirees when allocated strategically, delivering modest extra returns while aligning with sustainability goals. In 2023, ESG equities outperformed comparable non-ESG benchmarks by 0.7% per year, according to Morningstar’s ten-year study, challenging the long-held belief that green investing sacrifices performance.