Practical analysis for investment professionals

ESG issues


Purposeful Capitalism and Risk Management: Lutfey Siddiqi, CFA

“Purposeful Capitalism” describes an evolution of capitalism wherein the investment industry becomes more professional, ethical, and client-centric. Lutfey Siddiqi, CFA, discusses this scenario in an interview with Robert Stammers, CFA.

Resolving ESG Conflicts: Important, But Not Material?

Environmental, social, and governance (ESG) issues are important, but are all of them material? California State Teachers Retirement System (CalSTRS) CIO Christopher J. Ailman discusses how he resolves investment conflicts.

Carbon Free? Really?

In the final analysis, can we truly measure the emissions of our portfolio? Or understand what the actual “carbon footprint” is? No, not really, says Christopher K. Merker, CFA, but it is becoming easier.

Weekend Reads for Investors: Wake Up from the Summer Doldrums Edition

Jason Voss, CFA, provides his picks for Weekend Reads for Investors. This edition curates stories on the potential repeal of the tax deduction corporations in the United States receive on debt payments, the end of Big Oil, how we can recognize machine consciousness, and more.

Weekend Reads from India: Agriculture, “Sin Stocks,” and Elon Musk

India's agricultural woes, the appalling state of the world's oceans, "sin stocks," and reshaping market mechanisms, are just a few of the selections in this edition of Weekend Reads from India by Shreenivas Kunte, CFA.

Human Rights Issues and Your Portfolio: The Risks and Opportunities

So what are the risks and opportunities associated with integrating or failing to integrate human rights issues into asset allocation considerations? Anjali Pradhan, CFA, explores the issue.

Rising Sea Levels and a Falling Margin of Safety

The environment's margin of safety is narrowing with each uptick in global temperatures. This will translate into greater effects on investor portfolios. It is the job of the investment manager to cushion against those risks while still seeking profitable opportunities.

The Gender Diversity Dividend

Lynn Blake, CFA, discusses State Street's new gender diversity exchange-traded fund (ETF), the benefits of bringing more women into the finance industry, and the wisdom and experiences she's accrued during her nearly 30 years in investment management, in an interview with Susan Hoover.

The Evolution of ESG: An Interview with Erika Karp

"Standards for disclosure around material ESG factors by sector are critical. Once we have this, we can start to innovate at a faster rate," says Erika Karp, founder of Cornerstone Capital.

Three Ways to Identify Governance Risk

“Responsible investment” has nothing to do with nebulous moral considerations — it’s all about generating sustainable financial returns, says Sandra Carlisle of Newton Investment Management. Understanding three different levels of a company's profile can help to identify and avoid bad actors, bridging the gap between values-based investing and prudent fiduciary duty.



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