Hermes Investment Management: Is a new dawn rising in Japan?

Louise Dudley, a global equities portfolio manager at Hermes Investment Management, says that focusing on ESG factors may boost returns for investors looking at Japan. Dudley explains, in Portfolio Adviser, that Japanese equities present an opportunity to buy into this positive change story. A study by the Hermes global equity team showed that well-governed companies tended to outperform governed companies by an average of 30bps per month, over a period of five years.