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“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.

“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.

“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.

“Active share is a measure of how much a fund’s holdings deviate from its benchmark index, and funds with the…Continue readingThe Evidence Mounts Against Active Share.

“In ourannual survey of attitudes towards responsible investment, institutional investors cited fiduciary duty as the top reason for incorporating ESG…Continue readingHow Does Incorporating ESG Relate to Fiduciary Duty?

“The Clean200TM is an educational tool intended to give individuals the ability to research companies that are effectively balancing people,…Continue readingReport: Meet the top 200 companies investing in a clean energy future.