ESG Attribution Analysis: What Traditional Attribution Doesn’t Explain About Values-Based Portfolios

Published on September 21, 2026

Traditional performance attribution shows which active exposures added value to a portfolio and which detracted value. But for ESG mandates, it can lead to a misleading interpretation because it doesn’t explain why certain exposures exist.

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Schwab Market Perspective

September 21, 2026
This month, our experts discuss how Federal Reserve tightening has historically affected the markets; whether European stocks might be worth a second look; and the news from the most recent Federal Open Market Committee (FOMC) meeting. We provide the supporting documentation for all claims summarized below in the linked articles.

Lines Blurring Between RPAs and Institutional Investment Consultants

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The competition to win the convergence race is heating up.