Practical analysis for investment professionals

Socially Responsible Investment (SRI)


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.

Carbon Free? Really?

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.

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.

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.

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.

The Female Asset Mix: Value Investor or Investor in Values?

Women and men want to invest in causes and concerns that matter to them, says Barbara Stewart, CFA. The big opportunity for the financial industry will be to understand these value preferences and to offer the best advice as to how clients can allocate some of these "value investments" via traditional equity markets.

Is Shareholder Value Maximization the Dumbest Idea in the World?

Is shareholder maximization the best way for a company to achieve sustainable success? Are there other parties who should be taken into account? Anjali Pradhan, CFA, tackles the issue in an interview with Robert Walker of NEI Investments.

Does ESG Boost Returns?

There is a link between strong performance on environmental, social, and governance (ESG) factors and what investors care about by definition: generating cash from business activity.

ESG in Emerging Markets and Beyond: Where Is the Alpha?

Taking environmental, social, and governance (ESG) factors into account and avoiding unsustainable investment choices is not a theoretical fad but a robust downside protection mechanism and an attractive outperformance opportunity deserving of attention.



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