Sam Adams, CEO of Vert, wrote a response to Advisor Perspectives article A Survey of the Academic Literature on ESG/SRI Performance. The original article compiled many of studies on performance, and the author, Marianne Brunet tried to provide readers with a conclusion on performance. The conclusion was given that some studies determined ESG/SRI strategies helped performance, and others determined it hurt performance.
In Mr. Adams rebuttal article The Difference Between SRI and ESG Investing, he provides a framework to help advisors orientate their understanding of ESG/SRI strategies.
