News & Commentaries
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…
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…
During Biden Administration, SEC will require Climate Change Risk and ESG Disclosure.
“Public companies will be required to disclose climate risks and greenhouse gas emissions under President-elect Biden’s administration. The Securities and Exchange Commission (SEC) will institute rulemaking and guidance on the federal monitoring of environmental, social and governance (ESG) issues.” [COMMENTARY] What a 180-degree turn this will be for the SEC and many public companies! See…
During Biden Administration, SEC will require Climate Change Risk and ESG Disclosure.
“Public companies will be required to disclose climate risks and greenhouse gas emissions under President-elect Biden’s administration. The Securities and Exchange Commission (SEC) will institute rulemaking and guidance on the federal monitoring of environmental, social and governance (ESG) issues.” [COMMENTARY] What a 180-degree turn this will be for the SEC and many public companies! See…
Doing Good: Where Sustainable Investing Gets It Wrong.
“But does a higher ESG score for an investment product necessarily translate into doing more good?” [COMMENTARY] Though not specifically addressed in this article — though I concur with its thesis — is that the services or products of a company are often left out of ESG sustainable performance ratings. So a few tobacco companies…
Doing Good: Where Sustainable Investing Gets It Wrong.
“But does a higher ESG score for an investment product necessarily translate into doing more good?” [COMMENTARY] Though not specifically addressed in this article — though I concur with its thesis — is that the services or products of a company are often left out of ESG sustainable performance ratings. So a few tobacco companies…
