Sustainable Investing
Does investor overreaction to ESG controversies create the opportunity for abnormal returns?
ESG's growing prominence requires that investors expand their toolkits.
Capitalism will have to adapt to meet the green challenge.
Women are narrowing the investment gap and will soon close it, according to Barbara Stewart, CFA, and Duncan Stewart, CFA.
Environmental, social, and governance (ESG) issues are important, but are all of them material? California State Teachers Retirement System (CalSTRS) CIO Christopher J. Ailman discusses how he resolves investment conflicts.
“Beware lest you lose the substance by grasping at the shadow.” The same goes for integrating ESG factors into investing, says Bryan Esterly, CFA.
"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.
An interview with David Blood reveals why sustainability is integral to fiduciary duty.
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.
ESG issues are not receiving due consideration among institutional investors. This is perplexing. If there is no disagreement that ESG issues need to be factored into investment decisions for economic reasons, why are they not receiving the attention they deserve?