Practical analysis for investment professionals

ESG


SEC Scrutiny of ESG-Related Disclosures: What to Expect

What should investors know about the SEC filing review process and how it may affect ESG-related disclosures?

Partnering for Impact: Institutional Investors and the Net-Zero Transition

A well-managed, low-carbon transition requires systemic change from all corners of the global economy.

Do ESG Funds Have Higher ESG Scores?

The first step in testing whether ESG funds deliver higher ESG scores is to determine what to compare them against.

What ESG News Matters Most to the Market?

Not all ESG news events are associated with significant changes in stock price.

ESG (In)Efficiency

Passive ESG investing has become increasingly active. It’s time for a rethink.

ESG Fixed-Income Exposure: Index Providers Respond to Asset Manager Demand

The rapid expansion of ESG indexes continues to gain momentum and diversify across asset classes.

Asset Owners “COP” In on Climate Change

As COP27 is set to kick off, 85% of asset owners believe ESG is “very” or “fairly” material to investment policy.

Book Review: Investing in the Era of Climate Change

Bruce Usher identifies both what the implications of climate change are for the investment community and how investment capital allows us “to save us from ourselves.”

Book Review: Purpose and Profit

The importance of ESG factors has been accelerated by the COVID-19 pandemic, making George Serafeim's book essential reading.

Book Review: Your Essential Guide to Sustainable Investing

Larry Swedroe and Samuel Adams's book is a good starting point for those seeking to understand the history and current practices of sustainable investing.