News & Commentaries by Ron Robins ————————————————————- Divesting sectors. The impact on returns. Evidence that oil divestment may not impact returns. “Grantham and colleagues have looked at the S&P500, over the last 28 years, 60 years, and 90 years; excluding a major sub-component sector each time. Grantham′s overall conclusion it that it didn′t make much…

News & Commentaries by Ron Robins ————————————————————- Ethical funds reach record high in the UK. “Investors bought …138m in ethical funds in March 2018 compared to just …32m at the same point last year, according to the most recent data from the Investment Association. Ethical funds still make up a small proportion of the total…

News & Commentaries by Ron Robins ————————————————————- Three Risks That Are Haunting Big Oil. “In the UK, climate related risk has moved from the NGO agenda to that of asset managers. A recent survey reported that fund managers believe International Oil Companies (IOCs) will be negatively revalued within a few years due to climate change…

News & Commentaries by Ron Robins ————————————————————- Impact Investing: What It Is and How It Can Reshape Markets. “The Global Impact Investing Network, comprising several hundred institutional investors and asset managers, has released a roadmap to accelerate the development of impact investing, which has been growing in popularity among individual investors, too. Advisors with clients…

News & Commentaries by Ron Robins ————————————————————- It’s official: Sustainability strategies boost revenue. “The survey found the potential to expand revenues was the most important factor when deciding to implement sustainability strategies, with 39 percent of respondents citing revenue growth as a priority. Cutting costs was identified as the main driver for sustainability initiatives by…

News & Commentaries by Ron Robins ————————————————————- Just out, Corporate Knight’s 2018 Global 100. “Companies from 22 different countries made the 2018 list, with the U.S., France and U.K. leading the pack. European companies dominated the rankings, accounting for 69 per cent of listed companies, while North America and Asia accounted for 22 and 12…