ESG
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.
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.
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.
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 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.
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.
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.
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.
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.
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.