Insights

All investing has impact. Here we share some insights about how and why.

ALPHABET SOUP IN THE EU
ESG

ALPHABET SOUP IN THE EU:  PAI AND DNSH IN THE SFDR

Every field, from accounting to sports to manufacturing, has its own vocabulary and acronyms that shorten otherwise cumbersome descriptions. If you know football, you know what a “Hail Mary” is – no need to explain.  The sustainable investment field hasn’t been around all that long but it has already generated a rather impressive collection of

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Does ESG live in a “Material World”
ESG

Does ESG live in a “Material World”? (sorry, Madonna fans)

When you read the notes to companies’ Annual Reports you will come across the concept of financial materiality. Should a company uncovers an error that caused it to misstate revenues, expenses, or valuations, if the amount of money involved does not exceed a certain threshold, it is not required to restate its financial results. Why?

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CUSTOMERS ACT BASED ON WHAT THEY LIKE
ESG

CUSTOMERS ACT BASED ON WHAT THEY LIKE

As the saying goes, consumers vote with their wallets. Every time we go into a store, click “Add to Cart” when shopping online, pick a restaurant, use a rideshare app, or stay at a hotel, we are expressing a preference. Similarly, by avoiding a particular store, website, or service, we are saying, “I don’t like

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KPMG’s 2022 Survey of Sustainability Reporting
ESG

KPMG’s 2022 Survey of Sustainability Reporting

The KPMG Survey of Sustainability Reporting (the Survey) is one of the most comprehensive pieces of global research in the sustainability arena. First published in 1993, the Survey is produced every two years. In this article, we summarize some interesting findings from the 2022 report,  titled “Big shifts, small steps.” The 2022 Survey analyzes Environmental,

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POOR GOVERNANCE – THE COMMON THREAD OF CORPORATE BLUNDERS
ESG

POOR GOVERNANCE – THE COMMON THREAD OF CORPORATE BLUNDERS

“Corporate governance” refers to the rules and oversight that dictate how a company operates, and how effectively those rules and regulations are implemented.  One goal of good governance is to align the interests of various stakeholders, including shareholders, employees, and customers. This involves meaningful internal controls, ranging from enforcing policies against harassment and discrimination in

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The Triple Bottom Line
Responsible Investing

Doing Well by Doing Good – the Triple Bottom Line

Improve the world and make money by doing so. Is this mostly public relations fluff and wishful thinking, or does it really work? In this article, we discuss what “doing well by doing good” and the Triple Bottom Line (TBL) mean and offer some examples that we find inspirational. Spoiler alert: this is not about

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SUSTAINABLE WATER MANAGEMENT
Responsible Investing

SUSTAINABLE WATER MANAGEMENT

In Pakistan, one-third of the land was submerged after devastating floods. Much of Nigeria is also flooded, and the gulf coast of the United States has been punished with hurricanes and torrential rains. In fact, extraordinary flooding has made headlines several times this year globally, and yet other regions do not have enough. Viral pictures

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Sustainability and Technology – A Good Pairing
ESG

Sustainability and Technology – A Good Pairing

Some people think about incorporating ESG priorities across company operations in a way that focuses on difficult trade-offs. Where is the balance between reducing carbon emissions and maintaining production at a level that meets energy demands? How can we invest more in our employees while preserving shareholder profit? Does pursuing good governance practices interfere with

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DO INVESTMENT FUNDS NEED AN INGREDIENTS LABEL
ESG

DO INVESTMENT FUNDS NEED AN INGREDIENTS LABEL?

Imagine going to the grocery store to shop for one person with food allergies, another person on a low-sodium diet, and someone who is pre-diabetic and has to stay away from added sugars. You would rely on the nutrition labels and lists of ingredients on the packaging to know what to buy. Now imagine that

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Facts versus Opinion the Principles for Responsible Investment
ESG

Facts versus Opinion: the Principles for Responsible Investment

One of our pet peeves is when someone states a derogatory opinion dressed up as a fact, and in doing so misleads others who are then likely to repeat the criticism to colleagues and friends, and then it snowballs. People who know the actual facts may try to dispute the opinion-stated-as-fact, but if the criticism

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Shades of Green – Can a firm stance impede progress
ESG

Shades of Green – Can a firm stance impede progress?

This summer, the European Parliament endorsed the European Commission’s decision to classify investments in natural gas and nuclear power plants as climate-friendly under the EU taxonomy. For those not familiar with the EU taxonomy, it’s goal is to define which economic activities are “environmentally sustainable” to help protect investors from greenwashing and guide companies to

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Data Security Crashes without Good Governance
ESG

Data Security Crashes without Good Governance

In case we needed another reminder that ESG is not just about “E”-related things, and that there are real risks, costs, and opportunities associated with each pillar (E, S, and G), here is a prime example. It shows why the “G” in ESG – Governance – matters for companies that care about data security and cybersecurity.

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