News & Commentaries
Fidelity, Vanguard Rank Lowest in Morningstar’s New ESG Rating.
“Some of the country’s largest asset managers, including Vanguard, Fidelity and American Century, received low marks in Morningstar’s first assessment of asset managers’ commitment to incorporating ESG factors in their investment processes and strategies. Others, like BlackRock, which has stressed sustainability as its ‘new standard for investing,’ and Pimco, received the second-to-lowest rating of ‘Basic.’”…
Fidelity, Vanguard Rank Lowest in Morningstar’s New ESG Rating.
“Some of the country’s largest asset managers, including Vanguard, Fidelity and American Century, received low marks in Morningstar’s first assessment of asset managers’ commitment to incorporating ESG factors in their investment processes and strategies. Others, like BlackRock, which has stressed sustainability as its ‘new standard for investing,’ and Pimco, received the second-to-lowest rating of ‘Basic.’”…
Companies that pay fair wages weather downturn better.
“Just Capital’s researchers found that the top 20% of firms enjoyed a 6.5% higher average annual return versus their industry peers. Companies whose miserly pay packets landed them in the bottom quintile were found to earn 3% less than their industry peers.” [COMMENTARY] The data looks convincing. Questions I have and not sure they’re answered…
Companies that pay fair wages weather downturn better.
“Just Capital’s researchers found that the top 20% of firms enjoyed a 6.5% higher average annual return versus their industry peers. Companies whose miserly pay packets landed them in the bottom quintile were found to earn 3% less than their industry peers.” [COMMENTARY] The data looks convincing. Questions I have and not sure they’re answered…
The US SIF Foundation’s Biennial “Trends Report” Finds That Sustainable Investing Assets Reach $17.1 Trillion.
“The total US-domiciled assets under management using sustainable investing strategies grew from $12.0 trillion at the start of 2018 to $17.1 trillion at the start of 2020, an increase of 42 percent. This is 33 percent – or 1 in 3 dollars – of the total US assets under professional management.” [COMMENTARY] The value of…
The US SIF Foundation’s Biennial “Trends Report” Finds That Sustainable Investing Assets Reach $17.1 Trillion.
“The total US-domiciled assets under management using sustainable investing strategies grew from $12.0 trillion at the start of 2018 to $17.1 trillion at the start of 2020, an increase of 42 percent. This is 33 percent – or 1 in 3 dollars – of the total US assets under professional management.” [COMMENTARY] The value of…

