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.…
What Sustainability Disclosures Actually Disclose
“We analyze more than 15,000 disclosure documents issued by over 2,100 Russell 3000 firms, covering more than 11,000 company-year observations…
Inside the $27B ESG Consulting Boom
“By leveraging innovative reporting methods that combine financial and non-financial criteria, companies are overhauling their strategies to protect long-term corporate…
‘A troubling precedent’: Businesses ask Senate to kill a plan to limit stock buybacks and dividends
“Businesses are urging Congress to strip a measure from a bill that would restrict defense contractors from issuing dividends or…
AI Can Measure How ESG Really Impacts the Bottom Line
“Advances in large language models are making rigorous sustainability analysis dramatically faster and cheaper, allowing investors and other stakeholders to…
Renewable Energy Beats Fossil Fuels On Speed-To-Power (Shocker!)
“Renewables Remain the Lowest-Cost New-Build Generation Despite Rising Cost Pressures, Lazard’s 2026 Levelized Cost of Energy+ Report Finds.” [COMMENTARY] If…
Expert dispels myths on renewable energy costs and reliability
“Griggs cites IRENA data showing most new renewables are cheaper than fossil fuels, with solar now 41% cheaper and onshore…
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…

