News & Commentaries
ESG Signal Enables Global Outperformance, Truvalue Labs’ Backtest Shows.
“Truvalue LabsTM, the pioneer in AI-driven environmental, social, and governance (ESG) data, today announced the results of a new research study that finds significant annual outperformance versus numerous global benchmarks over a 12-year period, due to ESG data sourced from publications in 12 languages.” [COMMENTARY] This study appears to set a new benchmark in ESG…
Canadian RI Assets Surpass $2 Trillion: Canadian RI Trends Report.
"$2.13 trillion in RI assets under management (AUM); 41.6% growth in RI AUM over a two-year period; RI represents 50.6% of Canada′s investment industry, up from 37.8% two years ago; Retail RI mutual fund assets increased from $8.26 billion to $11.07 billion, or 34% over two years." [COMMENTARY]Canadian responsible investing continues momentous growth with institutions.…
BlackRock stakes claim on ‘sustainable investing′ revolution.
"Fink forecasts such ETF assets will rise from $25bn to over $400bn in a decade… ’We are going to see evidence over the long term that sustainable investing is going to be at least equivalent to core investments. I believe personally it will be higher,’ Larry Fink." [COMMENTARY]Larry Fink is restating what was obvious to…
Only 6% of Older Investors Are Familiar With ESG Investing: Survey.
"Only 40% of investors older than 60 were familiar with values-based investing, compared with 84% of millennials, and a mere 6% of senior investors knew what environmental, social and governance investing involved, versus 80% of millennials." [COMMENTARY]These are unsurprising results. There are more interesting findings in this survey of particular interest to advisors.Only 6% of…
2018 Disruptive ETF Virtual Summit Live Update: ESG Investing Poll [among financial advisors] Shows Mixed Results.
"ESG investing is still looking to gain more broad acceptance from investors as the space continues to expand with a greater outreach… Very interested and want ESG compliant portfolios–23.6%; Want ESG compliant portfolios but only if there is no extra cost–33%." [COMMENTARY]Nothing new here, but further confirmation that interest in ESG is gaining among financial…
Ethics & Trust in Finance Prize.
"It aims to encourage high-quality management of banking, insurance and financial services based on trust and integrity. Launched in 2006 and now in its 7th Edition, the global competition for the Prize for Innovative Ideas for Ethics & Trust in Finance is open to young people, aged 35 years or younger, from throughout the world.…
