At the investment arm of JPMorgan Chase & Co., ESG managers are looking past the old tech behemoths that are this year’s big losers to focus instead on a new era of technology companies they predict will be key in driving returns.
Francesco Conte, a London-based portfolio manager at J.P. Morgan Asset Management, said he and his team are trawling the market for gems whose technology is “about to reach the point where we cannot live without” it.