“It is both possible and practical to own gold that is responsibly sourced: science, technology, and public and regulatory focus are improving the industry and standards of sourcing and production are recognised as paramount when buying any form of gold asset in seeking to ensure adherence to socially and environmentally responsible values.” [COMMENTARY] Investing in…

“While the recognition of all things ESG is finally happening, there is no time to waste to add a ‘T’ for technology — making ESGT — to include the vast and growing array of technology and digital issues, risks and opportunities.” [COMMENTARY] The case is compelling when you see the list of reasons for this…

“While the recognition of all things ESG is finally happening, there is no time to waste to add a ‘T’ for technology — making ESGT — to include the vast and growing array of technology and digital issues, risks and opportunities.” [COMMENTARY] The case is compelling when you see the list of reasons for this…

“Last week, the OECD released its 2020 business and finance outlook report, Sustainable and Resilient Finance. The reports delivers a consequential and timely conclusion: ESG scoring and reporting has the potential to unlock a significant amount of information on the management and resilience of companies, but will require agreed global data standards and regulations.” [COMMENTARY]…

“Last week, the OECD released its 2020 business and finance outlook report, Sustainable and Resilient Finance. The reports delivers a consequential and timely conclusion: ESG scoring and reporting has the potential to unlock a significant amount of information on the management and resilience of companies, but will require agreed global data standards and regulations.” [COMMENTARY]…

“Asset managers need to do more to explain how sustainability measures actually benefit stakeholders, according to the Thinking Ahead Institute. In its new report, Sustainability: Understanding impact and value creation, the institute warns that investment organisations need to be wary of the gap between their positive intentions for a more sustainable economy and their ability…

“Asset managers need to do more to explain how sustainability measures actually benefit stakeholders, according to the Thinking Ahead Institute. In its new report, Sustainability: Understanding impact and value creation, the institute warns that investment organisations need to be wary of the gap between their positive intentions for a more sustainable economy and their ability…

“In recent years, ESG-related investments have consistently outperformed their counterparts. That, however, could be an accident — many ESG funds invest heavily in tech companies, and tech most likely is rallying for reasons that have nothing to do with ESG. Many ESG funds exclude fossil fuel investments, but fossil fuel investments could also be doing…

“In recent years, ESG-related investments have consistently outperformed their counterparts. That, however, could be an accident — many ESG funds invest heavily in tech companies, and tech most likely is rallying for reasons that have nothing to do with ESG. Many ESG funds exclude fossil fuel investments, but fossil fuel investments could also be doing…

“The Schroders survey found only 4% of respondents wouldn’t invest because they fear worse performance.” [COMMENTARY] What a turnaround! When Americans were asked in all previous years a similar question the answers would’ve been completely the reverse! It was the widespread belief among investors that ethical-sustainable–ESG investing would underperform. This change of understanding among investors…

“D&I Week is a week of education and insights for investment professionals to advance diversity and inclusion in their organizations and their portfolios. Join us for 10 live, interactive webcasts with industry leaders and virtual networking.” [COMMENTARY] Canada has a week every year devoted to the promotion of ethical, sustainable, and responsible investing. This year’s…

“The Schroders survey found only 4% of respondents wouldn’t invest because they fear worse performance.” [COMMENTARY] What a turnaround! When Americans were asked in all previous years a similar question the answers would’ve been completely the reverse! It was the widespread belief among investors that ethical-sustainable–ESG investing would underperform. This change of understanding among investors…

“D&I Week is a week of education and insights for investment professionals to advance diversity and inclusion in their organizations and their portfolios. Join us for 10 live, interactive webcasts with industry leaders and virtual networking.” [COMMENTARY] Canada has a week every year devoted to the promotion of ethical, sustainable, and responsible investing. This year’s…

“Investors underestimate the negative consequences of high environmental, social and governance (ESG) risks, and underreact to prior negative ESG events. High ESG risks destroy shareholder value.” [COMMENTARY] The research described in this article is worth reviewing and understanding for all investors.The Performance of Stocks with the Worst ESG Scores, by Larry Swedroe, September 21, 2020,…

“Investors underestimate the negative consequences of high environmental, social and governance (ESG) risks, and underreact to prior negative ESG events. High ESG risks destroy shareholder value.” [COMMENTARY] The research described in this article is worth reviewing and understanding for all investors.The Performance of Stocks with the Worst ESG Scores, by Larry Swedroe, September 21, 2020,…

“A new European regime on sustainability-related disclosures in the financial sector will come into force from March 2021, after first being announced in 2018 during the European Commission’s Action Plan on Sustainable Finance.” [COMMENTARY] As covered previously, these new requirements will make it easier for investors to understand individual fund strategies and goals.European ESG Disclosure…

“At the annual Morningstar Investment Conference in Chicago, BlackRock CEO Larry Fink said that by the end of this year, 100% of its portfolios will integrate ESG metrics, up from 70% at the end of April, Financial Planning reports.” [COMMENTARY] As the world’s largest asset manager with $7.4 trillion in assets, BlackRock is setting the…

“A new European regime on sustainability-related disclosures in the financial sector will come into force from March 2021, after first being announced in 2018 during the European Commission’s Action Plan on Sustainable Finance.” [COMMENTARY] As covered previously, these new requirements will make it easier for investors to understand individual fund strategies and goals.European ESG Disclosure…

“At the annual Morningstar Investment Conference in Chicago, BlackRock CEO Larry Fink said that by the end of this year, 100% of its portfolios will integrate ESG metrics, up from 70% at the end of April, Financial Planning reports.” [COMMENTARY] As the world’s largest asset manager with $7.4 trillion in assets, BlackRock is setting the…

“In January-June 2020: U.S.-based sustainable equity funds outperformed their traditional peers by a median of 3.9%. U.S.-based sustainable taxable bond funds outperformed their traditional peers by a median of 2.3%.” [COMMENTARY] This is the first such data I’ve seen on green bond funds for the first half of 2020. It’s good to know that they…