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Postings and Commentaries by Ron Robins

 


 

  • Podcast: June 2026 Sustainable Stock and ETF Picks

    June 2026 Sustainable Stock and ETF Picks. Includes articles on the best fuel cell stocks and Canada’s most sustainable companies. Transcript & Links, Episode 168, June 26, 2026 Hello, Ron Robins here. Welcome to my podcast episode 168, published on June 26, 2026, titled “June 2026 Sustainable Stock and ETF Picks.” Now, before I begin,…

  • Meta-study underlines ties between ESG and corporate success.

    “Researchers from the NYU Stern Center for Sustainable Business and Rockefeller Asset Management looked at 1,141 peer-reviewed papers and 27 meta-reviews — themselves based on roughly 1,400 studies — published between 2015 and 2020… The meta-study finds a positive link between ESG and financial performance in 58 percent of the corporate studies, with 13 percent…

  • Introducing the 2021 Carbon Clean200: Investing in a Clean Energy Future.

    “Corporate Knights and As You Sow have released the annual Clean200 list of publicly traded companies that are leading the way with solutions for the transition to a clean-energy future.” [COMMENTARY] Always an eagerly sought-after list by a very competent team.Introducing the 2021 Carbon Clean200: Investing in a Clean Energy Future, by Andy Behar and…

  • Introducing the 2021 Carbon Clean200: Investing in a Clean Energy Future.

    “Corporate Knights and As You Sow have released the annual Clean200 list of publicly traded companies that are leading the way with solutions for the transition to a clean-energy future.” [COMMENTARY] Always an eagerly sought-after list by a very competent team.Introducing the 2021 Carbon Clean200: Investing in a Clean Energy Future, by Andy Behar and…

  • S&P Global makes over 9,000 ESG Scores publicly available to help increase transparency of corporate sustainability performance.

    “S&P Global (NYSE: SPGI) launched a new public webpagehighlighting S&P Global’s full suite of environment, social and governance (ESG) solutions, and for the very first time, access to S&P Global ESG Scores on 9,200 companies. S&P Global ESG Scores are the key factor for selecting companies for the Dow Jones Sustainability Indices(DJSI).” [COMMENTARY] The range…

  • S&P Global makes over 9,000 ESG Scores publicly available to help increase transparency of corporate sustainability performance.

    “S&P Global (NYSE: SPGI) launched a new public webpagehighlighting S&P Global’s full suite of environment, social and governance (ESG) solutions, and for the very first time, access to S&P Global ESG Scores on 9,200 companies. S&P Global ESG Scores are the key factor for selecting companies for the Dow Jones Sustainability Indices(DJSI).” [COMMENTARY] The range…

  • A Little-Known Green Fund Soared 114% in 2020. We Caught Up With Its Manager.

    “Thanks to its investments in disruptive technologies, the little-known Shelton Green Alpha Fund (ticker: NEXTX) soared 114% in 2020, winning a covetedfive-star Morningstar rating.” [COMMENTARY] Of course the real test is how the fund performs long-term! Now, was the fund into a few lucky segments and companies? Time will tell.A Little-Known Green Fund Soared 114%…

  • S&P Global annual report finds record ESG disclosure.

    “The yearbook, published since 2004, covers a record 7,032 companies, compared with 4,700 in 2020, across 40 countries and 61 industries, and is now publicly available.” [COMMENTARY] These numbers confirm the rapid adoption of ESG and sustainability reporting by the world’s largest corporations. I’ve waited over forty years for these days!S&P Global annual report finds…

  • A Little-Known Green Fund Soared 114% in 2020. We Caught Up With Its Manager.

    “Thanks to its investments in disruptive technologies, the little-known Shelton Green Alpha Fund (ticker: NEXTX) soared 114% in 2020, winning a covetedfive-star Morningstar rating.” [COMMENTARY] Of course the real test is how the fund performs long-term! Now, was the fund into a few lucky segments and companies? Time will tell.A Little-Known Green Fund Soared 114%…

  • S&P Global annual report finds record ESG disclosure.

    “The yearbook, published since 2004, covers a record 7,032 companies, compared with 4,700 in 2020, across 40 countries and 61 industries, and is now publicly available.” [COMMENTARY] These numbers confirm the rapid adoption of ESG and sustainability reporting by the world’s largest corporations. I’ve waited over forty years for these days!S&P Global annual report finds…

  • $1 trillion in oil and gas pipelines worldwide could become stranded assets, new report warns.

    “The pipeline industry faces growing questions about whether it’s wise to build a massive network of pipelines that could become obsolete well within their projected 50-year-plus lifespans.” [COMMENTARY] I suspect most of those connected with the development of new pipelines are concerned for the next 5-15 years. Beyond that is too far into the future…

  • $1 trillion in oil and gas pipelines worldwide could become stranded assets, new report warns.

    “The pipeline industry faces growing questions about whether it’s wise to build a massive network of pipelines that could become obsolete well within their projected 50-year-plus lifespans.” [COMMENTARY] I suspect most of those connected with the development of new pipelines are concerned for the next 5-15 years. Beyond that is too far into the future…

  • What Happens When a Company Gets an A From One ESG Rater and an F From Another?

    “With the explosion of ESG data and ratings, there’s little agreement on what makes a company good or bad.” [COMMENTARY] I agree that ESG reporting metrics and information should be standardized. However, what particular metrics and information are favored by raters should be up to them. Hence, there should still be lots of room for…

  • What Happens When a Company Gets an A From One ESG Rater and an F From Another?

    “With the explosion of ESG data and ratings, there’s little agreement on what makes a company good or bad.” [COMMENTARY] I agree that ESG reporting metrics and information should be standardized. However, what particular metrics and information are favored by raters should be up to them. Hence, there should still be lots of room for…

  • Advisers expect half recommended assets will be ESG within five years.

    “Financial advisers expect demand to rise sharply for ESG assets according to new researchfrom the lang cat. They estimate that the proportion of ESG investments recommended in five years will be 48%, compared to just 19% today. The findings form part ofCrossing the ESG Event Horizon–an adviser’s guide, a new report from the lang cat,…

  • Advisers expect half recommended assets will be ESG within five years.

    “Financial advisers expect demand to rise sharply for ESG assets according to new researchfrom the lang cat. They estimate that the proportion of ESG investments recommended in five years will be 48%, compared to just 19% today. The findings form part ofCrossing the ESG Event Horizon–an adviser’s guide, a new report from the lang cat,…

  • 2021 Global 100 ranking by Corporate Knights.

    “The 17th annual cohort of the world’s most sustainable corporations continue to soar above their peers.” [COMMENTARY]This is one of the best lists of its kind for ethical and sustainable investors.2021 Global 100 ranking by Corporate Knights, January 25, 2021, Canada.

  • 2021 Global 100 ranking by Corporate Knights.

    “The 17th annual cohort of the world’s most sustainable corporations continue to soar above their peers.” [COMMENTARY]This is one of the best lists of its kind for ethical and sustainable investors.2021 Global 100 ranking by Corporate Knights, January 25, 2021, Canada.

  • The ESG investment industry is broken.

    “Yet over time, I’ve come to realize that the ESG investment industry is by and large little more than a marketing mechanism, and will not lead to productive change… In 2015-16, for instance, I noticed that one of the largest positions held by Generation Investment Management – co-founded by former U.S. vice-president Al Gore and…

  • IIRC revises integrated reporting framework.

    “The International Integrated Reporting Council has published its revised Integrated Reporting Framework, incorporating some major changes since the IR Framework was first published in 2013.” [COMMENTARY]Some form of standardization of corporate ESG and sustainability reporting continues to gain momentum. We’ll soon see even the US SEC on board!IIRC revises integrated reporting framework, by Michael Cohn,…

  • Why ESG Funds Fail to Scale.

    “Many investment professionals might read these and believe that launching a new ESG investment firm or ESG offering will be an automatic success. Our analysis of the data shows that this is far from the truth: Most of these efforts fail.” [COMMENTARY]This analysis suggests that starting a fund small, not quickly gaining significant assets, and…