Practical analysis for investment professionals

Socially Responsible Investment (SRI)


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.

Conflating ESG Disclosures . . . Out of Need, Not Choice

“Beware lest you lose the substance by grasping at the shadow.” The same goes for integrating ESG factors into investing, says Bryan Esterly, CFA.

The Evolution of ESG: An Interview with Erika Karp

"Standards for disclosure around material ESG factors by sector are critical. Once we have this, we can start to innovate at a faster rate," says Erika Karp, founder of Cornerstone Capital.

Responsible Investing Is Coming of Age

With social responsibility now firmly established across the financial services spectrum, Steve Lydenberg, CFA, sees the potential for responsible investing to go beyond mere product innovation and deliver fundamental changes to the operating norms of the global financial system.

Integrating ESG into Fixed-Income Portfolios

Christoph M. Klein, CFA, explains how including ESG factors in fixed-income analysis can reduce idiosyncratic and portfolio risk and improve portfolio performance.

Climate Change and Financial Stability: Which Risk Is Most Critical?

No word resonates more with investment professionals than "risk," and climate change is becoming the risk of the 21st century. As the threats posed to financial markets by climate change are understood with greater clarity, some investors seem to be taking note.

Sustainable Investing and Fiduciary Responsibility: Conflict or Confluence?

An interview with David Blood reveals why sustainability is integral to fiduciary duty.

ESG: A Material Information Advantage

Firms with good performance on material sustainability issues, using the Sustainability Accounting Standards Board (SASB) framework, and concurrently poor performance on the immaterial issues, have the best future stock performance.

David Swensen on the Fossil Fuel Divestment Debate

Many educational endowments and other investment organizations are struggling with the question of whether to comply with the widespread demands of students and other constituencies to divest their fossil fuel stocks. Some have announced decisions to divest, whereas others have announced decisions not to divest.



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