Enterprising Investor
Practical analysis for investment professionals

Socially Responsible Investment (SRI)


Climate Change Calculus: HNWIs and Sustainable Impact Investing

HNWIs understand that there is no backup planet to invest in or build on, and their capital allocations are beginning to align with that sentiment.

Book Review: 21st Century Investing

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

The ESG Performance Paradox

Without strong fiduciary standards, ESG may become an excuse for fund managers to underperform and charge higher fees.

Evolving into an Eco-Friendly System: The Real ESG Challenge

Capitalism will have to adapt to meet the green challenge.

Socially Responsible Investing (SRI): The Insiders’ Take

Leaders in socially responsible investing (SRI) shared their in-the-trenches perspective on this evolving space.

Book Review: The Ethical Investor’s Handbook

That investing responsibly is complicated does not imply that investors should abandon the effort, in Morten Strange’s view.

Water Neutrality: The Next Frontier in ESG?

ACTIAM, the Dutch asset manager, has set itself a groundbreaking goal: By 2030, it hopes to be water neutral. Hans van Houwelingen, the firm's CEO, talks to Monika Freyman, CFA, about this ambitious target.

Six Trends in College and University Endowments

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

Top Five Articles from July: Private Equity, ESG, High Yield Today

Why do professional investors talk about behavioral finance more than they apply its insights? How do single stocks influence factor returns? The leading Enterprising Investor posts from last month address these questions and more.

Four Challenges in the ESG Market: What’s Next?

It's time for environmental, social, and governance (ESG) investing to become more of a science and less of an art, says Christopher K. Merker, PhD, CFA.