Practical analysis for investment professionals

ESG


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.

In Practice Summary: Social Responsibility (SR) Screens and Fund Performance

Does environmental, social, and governance (ESG) investing add or subtract value from investment portfolios? According to the findings of a trio of researchers, summarized in the new In Practice series, the answer is neither: Investors can both match index performance while also “doing good” for the environment and society.

Top Five Articles from May: Behavioral Finance, Blockchain, and ESG

Jason Voss, CFA, and C. Thomas Howard recommend replacing modern portfolio theory (MPT) with behavioral finance and dismantling the finance industry's closet indexing factory; Larry Cao, CFA, helps to define blockchain; Mark Harrison, CFA, considers issues of performance measurement in factor investing; and Christopher K. Merker, PhD, CFA, looks at the rising tide of environmental, social, and governance (ESG) investing, in the top Enterprising Investor posts from May.

Where Markets Fail: Markets Are Not Systemic

Markets are usually not systemic. Instead, from the bird’s-eye perspective of "Capitalism," many businesses are "opportunities" in the same way that it feels good to hit yourself in the head with a hammer: It's much better once you stop.

The Stampede into ESG

The recent stampede of asset managers into environmental, social, and governance (ESG) investing is reminiscent of another time and another industry, says Christopher K. Merker, PhD, CFA.

Selling Sugar Short?

The irresistible demand of public opinion has forced universal male suffrage, women’s suffrage, prohibition (and its repeal), civil rights, and anti-tobacco laws. Sugar may be the next big crusade. Investors should keep this in mind when looking at food companies and pharmaceuticals.

Weekend Reads for Investors: Brain Gain Edition

In this week's edition of Weekend Reads for Investors, Jason Voss, CFA, features articles about an unlikely encounter with George Soros, the intractability of the human mind, the environmental effects of nanotechnology, and translating our emotions into words.

Weekend Reads for Investors: Topsy-Turvy Edition

This week's edition of Weekend Reads from Jason Voss, CFA, features stories about the need for real economic theories based on data, how to restructure your mind, and ethics in Silicon Valley, among other topics.

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.

Weekend Reads for Investors: Post-Election Pick-Me-Up

Jason Voss, CFA, provides his picks for this week's edition of Weekend Reads. This post-US presidential election pick-me-up features principles of non-violent communication, the dangers of p-values, time crystals, and more.



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