News & Commentaries by Ron Robins ————————————————————- How To Read The European Union’s New Guidelines On Sustainable Investing. “Under the proposed taxonomy regulation, institutional investors marketing environmentally sustainable investment products would be required to explain whether, and how, they used the taxonomy criteria. Alternatively, investors could disclose their own preferred approach to determine that their…

News & Commentaries by Ron Robins ————————————————————- Many Institutional Investors Confuse ESG with Socially Responsible Investing. “Institutional investors must be careful when navigating the legal issues relating to environmental, social, and governance (ESG) factor integration, or they may risk running afoul of their fiduciary duties, according to a white paper from Randy Bauslaugh, a partner…

News & Commentaries by Ron Robins ————————————————————- Opinion: Here’s how to check the animal-friendliness of your investments. “It’s easy to check which individual stocks are ‘cruelty-free,’ but you can’t yet invest in a vegan investment index.” [COMMENTARY]This article provides a good overview for not only animal-friendly investing but also for vegetarian and vegan investing styles.…

News & Commentaries by Ron Robins ————————————————————- Why ESG Is Too Nuanced for Index Investing. “Active management brings deeper analysis and nimbler choices into building socially responsible portfolios.” [COMMENTARY]The article makes a strong case for active management! Why ESG Is Too Nuanced for Index Investing, Frances E. Tuite, March 26, 2019, ThinkAdvisor, USA. ————————————————————- What…

News & Commentaries by Ron Robins ————————————————————- Sustainable and ethical standards are in vogue, but only governance is affecting ratings, Fitch finds. “The credit rating agency, however, found that less than one per cent of financial institutions have ESG factors that have actually driven a ratings change, with governance risk being the biggest issue. Governance…

News & Commentaries by Ron Robins ————————————————————- Twitter allows me to cover more–and breaking news–to help you do better! Advisers not sold on ESG fund strategies. “A new report from Cerulli Associates, a Boston-based research and consulting company, shows it’s fund providers that want these products, not financial advisers. While 46% of issuers see unmet…