News & Commentaries
ESG investing faces challenges from all sides. Can it survive?
“The problem with ESG as an investment approach is the lack of standardized criteria for what makes an investment sustainable… A recentpaperfrom researchers at MIT and the University of Zurich, for instance, found very little consistency in the assessments of ESG rating agencies, making it tricky to evaluate the ESG performance of companies, funds, and…
The Coming Wave of “Natural Capital” and Biodiversity Shareholder Activism and Stewardship Pressure on Boards.
“With natural capital depletion and biodiversity loss estimated to result in adeclinein global GDP of $2.7 trillion annually by 2030, institutional investors are increasingly defining and grappling with these issues, forming organized coalitions, and deciding to press public companies for action, enhanced board oversight and new disclosures.” [COMMENTARY] Since the earliest days of my investing…
Follow the Demographics: Why ESG Investing Wins.
“The up-and-coming workforce of today is simply not interested in aiding and abetting the very industries that threaten their health, their safety and the welfare of the planet.” [COMMENTARY] Since younger people care more about the long-term health of the planet — and their ability to live comfortably on it — the opposition to ESG…
Why ESG Investing Is ‘a Mess’ and What to Do About It.
“The world of investing with environmental, social and governance factors is in a shakeup.” [COMMENTARY] The author of this article cites the recent announcement of the big reduction in US sustainable assets given by the US SIF Foundation. The big takeaway for me in their announcement is something I’ve long desired: segregating the real sustainable…
How Devoted Is Your Fund Manager to Sustainable Investing?
“The ESG Commitment Level is a qualitative measure that aims to help investors better understand which asset managers are committed to delivering the sustainability outcomes that best meet investors’ preferences.” [COMMENTARY] This Morningstar article is important reading for all ethical and sustainable investors. It provides insight into the commitment to sustainability of many fund managers.How…
A Suggested Corporate Target For House Hearings On ESG: NextEra Energy.
“I’ll bet a breakfast at that West Village cafe that NextEra Energy will be publishing an ESG Report and getting a Perfect 10 Woke Score in the years to come. And continuing its excellent financial performance while helping America get to net zero.” [COMMENTARY] Professor Eccles at the University of Oxford pokes fun at the…
