News & Commentaries
Institutional support grows for ESG, political spending transparency, report shows.
"Based on the analysis of 4,090 shareholder meetings held in the first half of 2018, nearly 29% of institutional investors supported such proposals, a new high compared to 26% in 2017, 21% in 2016, and 18% in 2015. The numbers appear in stark contrast to the support of retail investors, only 16% of which supported…
More Than Just Doing Good, ESG Investments Help Manage Volatility.
"A report by State Street Global Investor′s SPDR Practice Management Team showed that 69 percent of ESG investors said the investments helped them manage volatility. In fact, that was one reason they chose to invest that way—67 percent said lower volatility and 54 percent said lower downside risk were important reasons they incorporated ESG into…
Responsible Investing Accelerates as Investment Merits Gain Traction, RBC Global Asset Management Survey Finds.
"Ninety percent of institutional investors believe environmental, social and governance (ESG) integrated portfolios are likely to perform as well or better than non-ESG integrated portfolios, according to a new global survey by RBC Global Asset Management (RBC GAM)." [COMMENTARY]Finally, it seems that most institutional investors now understand that an ESG orientation doesn’t mean poorer returns.…
Do companies with bad ESG scores make better investments.
"In the US, poorly-rated companies that were upgraded generated the strongest rewards. Those stocks with CCC ESG rating, but eventually received a two-notch upgrade, outperformed the S&P 500 Index by more than 5% in the 12 months following the upgrade." [COMMENTARY]It’s a case of looking for the ’turnaround’ ESG situation. Seems like it a new…
The Next Wave of Socially Responsible Investors Has Arrived.
"Swell Investing′s 2018 ’Money Meets Morals’ study finds that the vast majority of Gen Z investors aged 18-24 (84%) are either already invested in socially responsible or impact investments or plan to invest in the future. The study was conducted online by Harris Poll on behalf of Swell Investing and gathered insights from more than…
[UK] Ethical funds beat market but struggle for breakthrough.
"UK investors hold £16.7 billion in funds with an ethical remit, but that accounts for just 1.3% of Investment Association (IA) funds… ’Ethical fund sales are ticking up, albeit from a relatively low base’, [said Laith Khalaf, senior analyst at Hargreaves Lansdown.]" [COMMENTARY]The above data provides further validation of my comment immediately below. In the…
