Since 2002
Postings and Commentaries
by Ron Robins
Podcast: August 2026 Sustainable Stock and ETF Picks
August 2026 Sustainable Stock and ETF Picks. Includes articles on the top clean-tech companies, AI infrastructure stocks, and ESG funds.…
New “Ex-Elon” ETFs Aim To Strip Tesla (NASDAQ: TSLA) And SpaceX From Investor Portfolios
“Subversive Markets Lab LLC has filed with the SEC to launch two new ETFs designed to track major U.S. indexes…
ESG ratings and new EU supervision as of 2 July 2026
“As of 2 July 2026, the ESG Ratings Regulation (Regulation (EU) 2024/3005, the Regulation) will start to apply. Adopted in November…
Why ESG frameworks are not a barrier to investing in defense assets
“While certain regulatory frameworks continue to impose constraints, evolving policy guidance increasingly recognizes defense as compatible with social sustainability objectives.…
Canada’s Best 50 Corporate Citizens
“But this year, the companies on Corporate Knights’ Best 50 Corporate Citizens list are reorienting their business models around energy…
Asset Owner Perspectives Survey 2026 Qualitative Insights
“Now entering our fifth year for this survey, this year’s qualitative phase gathered perspectives and insights from a series of…
ESG and Anti-ESG Shareholder Proposals in 2026
“As of May 31, 2026, approximately 135 ESG-related proposals have been voted on by public company shareholders, constituting almost 35%…
ESG disclosure is no longer compliance – it is a capital markets differentiator
“For capital markets and investors, ESG stopped being a narrative a long time ago: ESG drives trade-offs and decision-making. For companies,…
Excessive Executive Compensation: Investor Guidance
“In recent decades, the average CEO of the largest U.S. company has made around 300 times as much as the…
Perspectives In ESG And Sustainable Investment: ESG and the Sustainable Economy Handbook
“In sum, many institutional investors are still feeling their way as they develop their strategy for dealing with whether and…
Stocks Are Booming. What About Corporate Governance?
“The problem is that the governance structures in these companies are adolescent at best, ill-equipped to handle their rapid rate…
How DEI Shareholder Proposals Are Faring in 2026
“This year, anti-DEI proposals represent the dominant form of DEI-related shareholder activism, while pro-DEI proposals have receded significantly in both…
Faith-Based Investing Is a Small, But Growing, Niche
“There were about 150 faith-based mutual funds and ETFs with nearly $97 billion in assets in Morningstar’s database as of the…
The push to standardize ESG scores could make corporate greenwashing easier, not harder
“Critics, including law professor Lucian Bebchuk at Harvard University and economist Alex Edmans at London Business School, have argued that tying executive compensation…
How Investors Are Adapting to the SEC’s Deregulatory Agenda, and What to Do About It
“Investor engagement may become even more critical in an environment that reduces required disclosures to shareholders. Boards and management teams…
Attacks on ESG Investing are Also Attacks on Company Support for Sustainability
“In the last few years there have been mounting attacks against ‘woke capitalism’ and ESG investing…. Yet, literally thousands of…
Will SpaceX Change The Fiduciary Role Of Corporate Directors?
“Will SpaceX Change The Fiduciary Role Of Corporate Directors?” [COMMENTARY] Even after SpaceX becomes a public company, Elon Musk will…
Shareholder activists are changing tactics for promoting sustainability
“Climate-aligned investors are focusing more on private dialogues and corporate transition plans than ESG resolutions.” [COMMENTARY] The success of sustainability,…
Shareholders Press Big Tech Over AI Energy Use and Climate Goals
“Activist investors want Amazon, Google and Meta to explain how they’ll reconcile power-hungry data centers with their pledges to cut…
The future of responsible investing
“Summary of findings from the Future of Responsible Investing Asset Owner Group and broader project, convened by the PRI (United…
Too many ESG standards?
“For many business leaders, ESG reporting can feel less like following a map and more like navigating a maze. There…

