News & Commentaries
Should impact investors aim for market returns?
"Impact investing launches are increasingly shedding the caveat that deep social impact results in a sacrifice of financial returns." [COMMENTARY]Though this article discusses impact investing in the UK environment, the arguments presented are universally applicable.Should impact investors aim for market returns? By Nicola Brittain, August 23, 2018, Portfolio Adviser, UK.
US SIF Foundation Releases 2018 Money Manager Roadmap: "Moving Forward with Sustainable, Responsible and Impact Investing: A Roadmap for Money Managers."
"The report provides best practices and practical steps asset managers can take to develop and enhance sustainable investing strategies." [COMMENTARY]The US SIF always produces excellent guides and information.US SIF Foundation Releases 2018 Money Manager Roadmap: "Moving Forward with Sustainable, Responsible and Impact Investing: A Roadmap for Money Managers, August 15, 2018, US SIF, USA.
Report: time to rethink ESG index construction.
"Traditional index construction not effective because it makes it difficult for investors to assess source of outperformance." [COMMENTARY]This interesting article discusses a study which highlights the difficulty in pointing to ESG factors as a standalone factor in ESG fund alpha. The report suggests ESG funds need improved construction to isolate all causes of outperformance.Report: time…
New: The Big Book of SI by Robeco.
"In our new, 102-page, The Big Book of SI, we analyze the present status of sustainability investing and the big trends that are shaping its future. The book also zooms in on sustainability reporting and the link between ESG and performance." [COMMENTARY]Netherlands-based Robeco has long been a pioneer in sustainable investing. The information and reports…
Companies with strong ESG scores outperform, study finds.
"Portfolios in large and medium-sized groups in developed markets, excluding the US, record best results." [COMMENTARY]Actually, the US portfolios did well too. Just not as well as those in Europe, most particularly. Incidentally, it’s interesting to see how the EU and US governments seem to be diverging on encouraging ESG in funds’ management. The US…
Majority of impact investors satisfied with investment performance: survey.
"The majority of impact investors said their investments have met their expectations for both impact (82 per cent) and financial (76 per cent) performance since inception, according to a report by the Global Impact Investment Network." [COMMENTARY]It’s great news that most impact investors are really happy with their investment results. Such data will inspire many…
