Practical analysis for investment professionals

ESG


Headwinds Approaching: Are ESG Investors Prepared?

What happens if the tailwinds that have driven returns for ESG investors turn to headwinds?

Investing in the Age of Engagement

Heather Brilliant, CFA, defines engagement as “proactively, constructively, and collaboratively engaging with the management teams of the companies in which we invest.”

The Seven Asset Owner Approaches to ESG

What role do asset owners have to play in environmental, social, and governance (ESG) investing?

ESG Investing: Can You Have Your Cake and Eat It Too?

Do companies with high environmental, social, and governance (ESG) ratings outperform their lower-ranked counterparts?

ESG and the Commons: From Tragedy to Governance?

Sustainable investing will become the rule and no longer the exception. But this transition comes amid a disquieting change in how we must view capital, production, and their attendant effects.

The Equality Equation: Three Reasons Why the Gender Investing Gap Is Closing

Women are narrowing the investment gap and will soon close it, according to Barbara Stewart, CFA, and Duncan Stewart, CFA.

Seven Trends in Investment Management: Ronald N. Kahn

Investment management is evolving into three distinct branches, says Ronald N. Kahn: indexing, smart beta/factor investing, and pure alpha.

Six Trends in College and University Endowments

What trends are influencing endowment investing in today’s market?

ESG Investing: Too Good to Be True?

The notion that companies that care about the environment, look after their employees, and exhibit good governance outperform is likely a mirage, says Nicolas Rabener.

Top Five Articles from September: ESG, Mutual Fund Momentum, the US Economy

The ascent of environmental, social, and governance (ESG) factors, plus Nicolas Rabener on mutual fund momentum chasing and liquid alternatives are among the leading posts from September.