“As energy stocks surged and tech tumbled, sustainable portfolios had a tough quarter.” [COMMENTARY]I argue that most ESG funds are…Continue readingIt’s Been a Rough Start to 2022 for Sustainable Investing Stock Strategies.

“Climate-related financial risks are getting growing attention — but a new survey from BCG casts doubt on how seriously institutional…Continue readingESG — A Mystery and a Shock Poll.

“Investors have been keen to show their green credentials by shunning carbon-intensive industries. The cost of that virtue signalling is…Continue readingWhy investors may need to pivot from ESG towards carbon-intensive industries.

“None of the high sustainability funds outperformed any of the lowest rated funds… companies in the ESG portfolios had worse…Continue readingAn Inconvenient Truth About ESG Investing.

“The purpose of this project is to assess the degree to which companies with a stated social purpose are governing,…Continue readingThe Social Purpose Transition Pathway.

“Amy Domini, one of Time’s 100 Most Influential People, started one of the first socially responsible funds 30 ago. She…Continue readingESG Is The Third Wave Of Change In Asset Management After Graham And MPT.

“These proposals, though few, are increasing and contribute noise to analyses of ESG voting… Issues include ideological diversity of the…Continue readingThe Rise of Anti-ESG Shareholder Proposals

“Finally we are looking at the possibility of one comprehensive global standard for disclosure on sustainability and ESG, which will…Continue readingESG Standards Talk: A Step Towards One Global Disclosure Standard?

“As the war in Ukraine rages, finance professionals on Wall Street and in Europe recently attracted outrage by suggesting that…Continue readingGreen investing: the global system for rating companies’ ethical credentials is meaningless.

“SEC Chairman Gary Gensler recently announced plans to formulate a human capital disclosure requirement for public companies. Reporting metrics might…Continue readingWhy ESG Investors Put Too Much Emphasis on the Environment.

“Hedge funds keen to get a piece of the $40 trillion ESG market are voicing growing frustration over what they…Continue readingHedge Funds Balk at ‘Really Problematic’ Rules Steering ESG.

“The EU Taxonomy aims to align market participants on definitions of sustainability, but investors need to dig deeper to know…Continue readingClarity AI: Only 7% of a Sample of 31,000 Equity Funds Have More Than 10% ‘Green Revenues,’ as Defined in the EU Taxonomy.

The momentum and support for environmental, social and governance (ESG) integration into the investment process has reached critical mass. Most…Continue readingComing to Terms with a Maturing ESG Landscape.

“But do ESG ratings really deliver on the promise? Are highly-ranked ESG businesses really more caring of the environment, more…Continue readingThe False Promise of ESG.

“Speaking with Barron’s Advisor, Hale says sustainable-fund active managers may need to tweak their approach to continue outperforming. He weighs…Continue readingMorningstar’s Jon Hale: Advisors’ ESG ‘Wave-Off’ Is History.

“In a just-published series of critical articles in The Wall Street Journal, columnist James Mackintosh outlines the ‘failed promise’ of…Continue readingThe failed promise of ESG and the Wall Street Journal.

“GenderSmart recently created an investor toolkit that applies an impact lens of justice, equity, diversity and inclusion (JEDI). Financial advisors…Continue readingWill Financial Advisors Need to Become JEDI Masters to Retain their Clients?

“94 funds had ‘ESG’ in their names yet 60 of those earned a ‘D’ or an ‘F’ on one or…Continue readingESG Funds’ Lack Truth in Labeling: Study.

“What should the S in ESG refer to? It is logical to assume that it refers to social outcomes associated…Continue readingESG Investing Needs to Expand Its Definition of Materiality.

“The ESG mobilisation of capital faces the Sisyphean challenges of political loggerheads and the slow crawl towards commercial-scale data.” [COMMENTARY]The…Continue readingThere is no silver bullet for ESG standardisation.