What is social investing? Latest quant models suggest social investing is becoming a key risk-adjusted return driver; sustainable portfolios showed Sharpe ratios 0.3 points above non-ESG peers over six months. His first stock pick at Magellan: Taco Bell YUM. A would-be pick he expressed disbelief in not having gotten in on: Starbucks SBUX. Key drivers of the outperformance include sustainable funds’ greater allocations to global and European regions, reversing the 2H 2024 dynamic, in which weak returns in those regions led to underperformance. What is social investing? Institutional investment in sustainable infrastructure firms listed on the ASX drove a 7% price gain over the previous quarter, outperforming general market benchmarks.