Practical analysis for investment professionals

ESG


Index + Factors + Alpha, ESG: Financial Analysts Journal Editor’s Snapshot

The last Financial Analysts Journal issue of 2021 features examinations of machine learning. tax-loss harvesting, and more.

Sustainability, ESG, and the Future of Investing: A Review

This curated collection of Enterprising Investor's ESG coverage showcases the key sustainability issues through the perspectives of both ESG proponents and critics.

When Assets “Disappear,” Climate Risk and ESG Data Needs Remain

Once sold by major public firms, fossil fuel assets don’t disappear. Neither does the need for relevant, reliable risk disclosure.

Greenwashing at a Tipping Point: Marketing Jargon Brings Regulatory Risk

The environmental, social, and governance (ESG) fund industry reached a crossroads on 26 August 2021.

Book Review: 21st Century Investing

William Burckart and Steve Lydenberg, CFA, argue persuasively that systemic issues have important implications for future returns.

ESG Asset Managers: Define the Why

Clients today want their investments to produce a genuine positive impact as well as a return. Asset managers need to define how they plan to do that.

ESG Ratings: Navigating Through the Haze

How severe is the lack of correlation among ESG ratings?

ESG: Full Speed Ahead, with GPS

The Index Industry Association (IIA) surveyed 300 asset managers about how they perceive ESG.

Green Carrots and Sticks: Incentivizing Climate Solutions

If the carrots are tasty and the incentives are right, oil and mining companies will gladly invest in green technologies.

A Framework to Drive ESG Financial Discipline

A focus on intangible value creation can bring more financial discipline to ESG investments.