News & Commentaries
Winners of 2018 IRRC Institute Research Award Examine Pressing, Big Picture Investor Issues.
"An academic research paper examining the corporate stewardship of index fund managers and a practitioner paper looking at how to measure the amount of sustainable investing in equity portfolios are the winners of the 2018 Investor Responsibility Research Center Institute (IRRCi) annual investor research competition. Each winning research team will share a $10,000 award." [COMMENTARY]The…
Lies, damned lies and ESG rating methodologies.
"CLSA picks out one company which is a really good example — yes, it’s our old friend Tesla. According to CLSA, as of 17 September FTSE rated Tesla last for global auto ESG. MSCI, meanwhile, rated it best. In Sustainalytics’ rankings, it fell around the middle of the pack." [COMMENTARY]So, thinking about Tesla’s ESG ratings…
The 2018 [Canadian] RIA Investor Opinion Survey.
"Based on an Ipsos poll of 800 individual investors in Canada, found that 80% of respondents are concerned about climate change and the environment. It also found most investors view climate change as a financial issue: 70% of respondents believe climate change will have negative financial impacts on companies in some industries within the next…
Why Are Advisors Reluctant to Hop on the ESG Train?
"Some reasons found in a recent survey by financial consultant Practical Perspectives include lack of interest by clients, lack of training and education, or lack of a compelling reason to use ESG products. One advisor called it “a fad.” [COMMENTARY]Several things remain unsaid here. They include: advisors’ compensation is often tied to particular products; advisors…
Companies must address ESG issues to be deemed trustworthy by investors — Edelman survey.
"Results of the second annualEdelman Trust Barometer Special Report: Institutional Investors show that 89% of investors have changed their voting and/or engagement policy to be more attentive to ESG practices, with 63% reporting that this change has taken place in the past year." [COMMENTARY]Edelman is renowned for the quality of its surveys. This data, together…
Education ‘main barrier′ to engaging in responsible investing.
"The survey [by First State Investments and research firm Kepler Cheuvreux], which assessed the attitudes of more than 400 millennials globally about SRI, found that while more than four in five (81%) would be interested in investing in socially responsible or sustainable investment products, a similar proportion (82%) believe more education is needed to drive…
