“For many business leaders, ESG reporting can feel less like following a map and more like navigating a maze. There is no shortage of standards, frameworks and disclosure models to choose from.” [COMMENTARY] As each country and region adopts often incompatible regulations and guidelines, it creates difficulties for companies. Investors need to be aware of…

“When Norway’s $2.2 trillion wealth fund — the world’s largest — sells a company’s ⁠shares ⁠over ethical concerns, should it explain why? This seemingly ⁠simple question has become a dilemma for its guardians, the finance minister told Reuters, as a government commission reviews the rules ​that have made the fund a global benchmark for ethical…

“Europe’s solar boom is powered by Chinese technology. But experts warn Chinese-made tech could threaten the continent’s safety and even create blackouts. Now, Brussels is aiming to reduce its dependence.” [COMMENTARY] The fears are centred around a possible security threat to European power systems and grids. One particular concern is that the heart of solar-powered…

“Our conclusion is similar regarding the effect of willing-to-sacrifice shareholders on the workings of the managerial incentive structure’s sticks and carrots. We show that only in narrow circumstances will their presence lead to the firm making decisions differently from where all shareholders prefer share value maximization.” [COMMENTARY] Though this paper is academic, it seems to…

“The DJ BIC are float-adjusted market capitalization weighted indices that track equity markets while applying a sustainability best-in-class selection process.” [COMMENTARY] The companies included in these indices usually have high ESG and sustainability credentials. It’s always interesting to see in any year who they drop and include. S&P Dow Jones Indices Announces Dow Jones Best-in-Class…

“Sentiment remains strong globally, even as average portfolio allocations edged down slightly. Expectations about returns continue to shape investment decisions.” [COMMENTARY] This Morgan Stanley survey shows continuing and strong allocations to sustainable investing. With growing concerns about fossil fuel-related energy supplies due to wars, etc., sustainable investing that emphasizes renewable energy, ev’s, and so forth,…