“Despite the urgency coming from Russia’s invasion of Ukraine, a transition from fossil fuels to clean energy cannot happen without…Continue readingMoving to Clean Energy–Will It Take a War?

“As energy stocks surged and tech tumbled, sustainable portfolios had a tough quarter.” [COMMENTARY]I argue that most ESG funds are…Continue readingIt’s Been a Rough Start to 2022 for Sustainable Investing Stock Strategies.

“Climate-related financial risks are getting growing attention — but a new survey from BCG casts doubt on how seriously institutional…Continue readingESG — A Mystery and a Shock Poll.

“Investors have been keen to show their green credentials by shunning carbon-intensive industries. The cost of that virtue signalling is…Continue readingWhy investors may need to pivot from ESG towards carbon-intensive industries.

“None of the high sustainability funds outperformed any of the lowest rated funds… companies in the ESG portfolios had worse…Continue readingAn Inconvenient Truth About ESG Investing.

“The purpose of this project is to assess the degree to which companies with a stated social purpose are governing,…Continue readingThe Social Purpose Transition Pathway.