Ethical Investing News/Commentaries
Commentaries by Ron
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Pension funds need to look beyond ESG
fund ratings. "These environmental,
social and governance (ESG) ratings 'do not tell the
whole story' and each set can provide very different
conclusions for the same companies, the investment
manager [Kames] argued."
I think most investors are aware of the above.
That's why some might want to add a do-it-yourself
approach and hence my new and free
Introductory DIY Ethical-Sustainable Investing
Webinars. The next webinars are Saturday,
September 30, 4 pm EST and Tuesday, October 10, 7 pm
EST. All are welcome.
Pension funds need to look beyond ESG fund ratings,
by James Phillips, August 31, 2017, Professional
Why FAs Are Still Reluctant to Jump on
ESG Bandwagon. "Asset managers and
major brokerages think there’s big money to be made
shilling these funds to advisors, with the likes of
BlackRock, Bank of America and UBS highlighting the
growing acceptance and mainstream popularity of SRI
and 'impact investing' strategies. But many advisors
don’t seem to be biting. A survey of advisors from
the Financial Times’ list of top RIAs last year
showed just 4% of firms were focused on SRI
Advisors in this piece argue there's little demand
by clients for SRI products. However, I wonder if
they even ask their clients about potential interest
in SRI/ESG investing? In most investor-advisor
surveys the advisors fail to ask that question.
Why FAs Are Still Reluctant to
by Murray Coleman, August 16, 2017,
Financial Advisor, USA.
The Carbon Clean 200 2017 Q3 Update is
now available. "A growing movement of
investors representing more than $5.2tn in assets
under management have signed a pledge to divest some
portion of their fossil fuel holdings. But where to
invest this capital?
The Clean200 list ranks the largest publicly
listed companies by their total clean energy
revenues, with environmental, social, and governance
screens to help ensure the companies are indeed
building the infrastructure and services needed for
the 'Great Energy Transition' in a just and
equitable way. Notably, this new report highlights
the fact that clean energy investments greatly
outperform stagnating fossil fuel stocks."
The Clean 200 is an important listing for ethical
investors of the leading carbon clean
companies globally. Perhaps one of the most
surprising findings is that China leads with 68
companies, double that of the USA!
Click here for
The Carbon Clean 200 2017 Q3 Update, August 15,
2017, Corporate Knights/AS YOU SOW.
Millennials are driving a $9 trillion
change in investing. "Millennials are
driving the nearly $9 trillion sustainable investing
market, according to a survey of 1,000 investors by
Morgan Stanley's Institute for Sustainable
Morgan Stanley's research confirms the results of
other surveys. (And still, too many advisors and
brokers aren't aware of this.)
Millennials are driving a $9 trillion change in
investing, by Frank Chaparro, August 10, 2017,
Business Insider, USA.
20 Undervalued, Sustainable Stocks --
Morningstar. "We screened the
Morningstar US Sustainability Index to find some
undervalued stocks that score well on ESG metrics.
Sustainability assessments are provided to
Morningstar by researcher Sustainalytics (of which
Morningstar has a 40% ownership stake)."
I'm delighted to see that Morningstar is starting to
freely share some of the individual Sustainalytics
stock ratings. This is good news for all investors
who don't have access to Sustainalytics individual
stock ratings' services.
20 Undervalued, Sustainable Stocks -- Morningstar,
by Karen Wallace, August 9, 2017, Morningstar, USA.
The race to embrace ESG ratings.
"Major investment firms are snapping up
environmental, social and governance (ESG) ratings
companies at a rapid clip — three hookups within
just the past year."
It's to be expected that many of the rising ESG
raters would be acquired by somewhat related and
established firms. It demonstrates ESG's
coming-of-age. Is it good or bad for investors? Only
in five, ten, or more years will we know.
The race to embrace ESG ratings, by Anya
Khalamayzer, August 10, 2017, GreenBiz, USA.
More Evidence of Solid Performance From
Sustainable Funds. "Investors in funds
that incorporate environmental, social, and
governance factors into their process appear not to
suffer a performance penalty."
Morningstar's Jon Hale has another insightful post
reviewing the recent performance of ESG funds. And
he says these funds continue to demonstrate good
More Evidence of Solid Performance From Sustainable
Funds, Jon Hale, August 3, 2017, Morningstar,
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