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Shareholder Values

"Forty-five percent of U.S. households prefer an environmental, social and governance (ESG) approach to investing… Among those between the ages of 30 and 39, this increases to 64%, and for those younger than 30, it is 67%."
-- Cerulli Associates
    October 2018

"The vast majority of Canadian investors are interested in responsible investments (RI) that incorporate environmental, social and governance (ESG) issues, and they would be more likely to choose responsible investments if their financial advisor suggested suitable RI options for them."
-- Responsible
    Association (RIA)
    June 2017

"70% of people [in UK] want to invest ethically but the financial services industry is failing to respond." Referencing research by Abundance.
-- Acquisition
(UK) June 2015


Ethical Investing News/Commentaries
August 2017


Commentaries by Ron Robins

If a link does not work, please e-mail us. Link may only be valid a limited time.

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."

[COMMENTARY] 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 Pensions, UK.

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 opportunities."

[COMMENTARY] 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
Jump on ESG Bandwagon, 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."

[COMMENTARY] 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 Investing."

[COMMENTARY] 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)."

[COMMENTARY] 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."

[COMMENTARY] 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."

[COMMENTARY] Morningstar’s Jon Hale has another insightful post reviewing the recent performance of ESG funds. And he says these funds continue to demonstrate good relative performance.
More Evidence of Solid Performance From Sustainable Funds, Jon Hale, August 3, 2017, Morningstar, USA

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Disclaimer: This website does not make investment recommendations. Nothing in this site should be interpreted as a recommendation or solicitation to buy/sell any securities or investments. Investing for the Soul is a source of general information and resources for ethical investing and socially responsible investing (SRI). Investors should consider their actions thoroughly and consult their financial advisers and other professionals, prior to taking any investment action. This website does not necessarily agree with the opinions expressed in articles on its pages or offered on the web pages to which it might be linked. Such opinions are the responsibility of the writers themselves. Furthermore, this site does not offer or provide any warranties, representations, guarantees, implied or otherwise, as to the accuracy, legality, copyright compliance, timeliness or usefulness of the information, materials or services on this, or other sites, to which it is linked. Also, Mr. Ron Robins is not an investment advisor, nor is he licensed with any professional investment related body, and thus is not able to, nor does he make, any investment recommendations.


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