News & Commentaries
Barclays Launches Systematic Study of ESG-Focused US Equity Funds.
“Barclays’ Quantitative Portfolio Strategy (‘QPS’) team finds that ESG-labelled funds do not necessarily provide more ESG exposure than conventional funds.” [COMMENTARY] This is interesting research. Of course, everything is in the details and I’d love to get some expert ESG opinion on Barclays’ findings.Barclays Launches Systematic Study of ESG-Focussed US Equity Funds, August 13, 2020,…
Barclays Launches Systematic Study of ESG-Focused US Equity Funds.
“Barclays’ Quantitative Portfolio Strategy (‘QPS’) team finds that ESG-labelled funds do not necessarily provide more ESG exposure than conventional funds.” [COMMENTARY] This is interesting research. Of course, everything is in the details and I’d love to get some expert ESG opinion on Barclays’ findings.Barclays Launches Systematic Study of ESG-Focussed US Equity Funds, August 13, 2020,…
Why ESG ratings need an overhaul.
“Under certain ESG standards, the ratings of fossil-fuel giant Exxon Mobil and electric car maker Tesla could well be the same.” [COMMENTARY] Such an anomaly as cited above has to do with ESG company raters not rating the ESG characteristics of a company’s products or services and issues with cross-industry scoring. ESG raters typically rate…
Why ESG ratings need an overhaul.
“Under certain ESG standards, the ratings of fossil-fuel giant Exxon Mobil and electric car maker Tesla could well be the same.” [COMMENTARY] Such an anomaly as cited above has to do with ESG company raters not rating the ESG characteristics of a company’s products or services and issues with cross-industry scoring. ESG raters typically rate…
Ethical CSR focus triggers hostile investor activism, study finds.
“This is because some activist investors view CSR as a sign that a company is wasting money rather than focusing on shareholder returns, according to research conducted by Pennsylvania State University’s Mark DesJardine, Erasmus University’s Emilio Marti and HEC Paris business school’s Rodolphe Durand.” [COMMENTARY] Note this study included years as far back as 2000.…
Ethical CSR focus triggers hostile investor activism, study finds.
“This is because some activist investors view CSR as a sign that a company is wasting money rather than focusing on shareholder returns, according to research conducted by Pennsylvania State University’s Mark DesJardine, Erasmus University’s Emilio Marti and HEC Paris business school’s Rodolphe Durand.” [COMMENTARY] Note this study included years as far back as 2000.…

