News & Commentaries
84% of investors apply, or are considering, ESG – Morgan Stanley.
"Among the 70% of owners who already are incorporating environmental, social and governance factors into their investment decisions, 60% began doing so in the past four years and 37% within the past two years." [COMMENTARY]Another survey indicating that ESG analysis is now mainstream. It seems that most investors now realize there can even be some…
Do Investors and Advisors Have a Failure to Communicate?
"Interestingly, the top sustainable holdings differ by generation. Younger millennials invest in banking and finance (banks helping communities), housing and water preservation, whereas boomers hold clean technology, health care and pharmaceutical sustainable investments." [COMMENTARY]This survey for Oppenheimer Funds is important reading for all advisors. It details the investment priorities of investors and what advisors think…
Why a Tobacco Company Made the 2018 100 Best Corporate Citizens List.
"We do have a qualitative screen to catch companies that have had reputation concerns or behave as bad actors in the relevant calendar year. This past year we used the UN Global Compact as such a screen. Twelve wonderful companies got red or amber signals, flagging negative issues, and we published that information as well.…
FTSE Russell Study Highlights Investment Opportunities in Green Economy.
"Over the last five years, green companies generated higher returns than the broader stock market." [COMMENTARY]The study suggests the growth of the green economy could see green stocks continuing to increase their capitalization faster than the economy as a whole. President Trump should take note.FTSE Russell Study Highlights Investment Opportunities in Green Economy, by Leila…
(1) How Advisors View Socially Responsible Investing & (2) SRI: Where Are the Clients?
"A lot of financial advisors say their clients just aren′t interested… That′s partly the conclusion of the 2018 Wealthmanagement.com survey on SRI investing, where lack of client demand, even more so than a perceived negative impact on portfolio returns, was cited as the primary factor keeping advisors from using these types of investment funds. Dan…
The 2018 Best 50 Corporate Citizens in Canada ranking.
"Corporate Knights has decided once again, with sponsorship support from the Canadian Industry Partnership for Energy Conservation (CIPEC), to carry forward the annual Best 50 Corporate Citizens in Canada ranking into its 17th year. CIPEC helps organizations increase profits by improving energy efficiency and reducing greenhouse gas emissions." [COMMENTARY]Always a terrific ranking. It’s admirable that…
