Insights

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

sustainable investing
ESG

25 Reasons Sustainable Investing Makes Economic Sense

ESG/Sustainable Investing has become a political issue for some, and there is a misperception that asset managers are willing to accept lower returns in order to pursue ESG goals. The truth is, while a small percentage of ESG investment funds are set up to do that (look for the word “Impact”), the vast majority do

Read more
food waste
ESG

FOOD, GLORIOUS FOOD – BUT NOT WHEN WE WASTE IT

The next time you toss out an overripe banana or search for the “Use By” date on a can that has been in the cupboard for, umm…, a while, think about this:  Estimates show that up to one-third of all food produced worldwide is never consumed, and 1.4 billion hectares of land, which represents 28

Read more
climate change
ESG

Why Spending to Fight Climate Change Makes Economic Sense – A Non-political, Logical Analysis by a Famously Rational Guy

Carl Sagan once wrote, “For me, it is far better to grasp the Universe as it really is than to persist in delusion, however satisfying and reassuring.” In other words, he dealt in facts. For those who are not old enough to remember Carl Sagan, he was an astronomer, planetary scientist, cosmologist, astrophysicist, astrobiologist, and

Read more
Making Sense of ESG Data with Machine Learning
ESG

Making Sense of ESG Data with Machine Learning

How’s this for stating the obvious:  Understanding risks and analyzing opportunities requires data. It’s true for every business, and applies to financial risks and opportunities, product and market risks and opportunities, and ESG-related risks and opportunities. Another obvious statement: data is often difficult to gather, organize, standardize, and actually put to use in decision-making. Again,

Read more
ESG and Private Equity
ESG

ESG and Private Equity Investing

According to the American Investment Council’s 2022 Public Pension Study, at the end of FY 2021 U.S. public pension plans held an average of 11% of their assets in private equity (PE), with 89% allocating at least some amount to the asset class.  Pensions & Investments reports the average allocation to private equity within college and

Read more
Natural Capital
ESG

Investing In Natural Capital

Carbon emissions receive a great deal of attention in conversations about ESG and sustainable investing, and rightfully so. Climate change—caused by CO2 (and methane) emissions that are generated directly or indirectly by human activity—is now having economic and humanitarian consequences that range from dire to catastrophic. But this focus on CO2 emissions can unintentionally downplay

Read more
ESG REPORTING STANDARDS
ESG

ESG REPORTING STANDARDS:  IS THIS REALLY NECESSARY?

Regulators and supranational standard-setters around globally are establishing requirements on the ESG data that companies must gather and how that information is to be reported. This is not a “woke” exercise—many accounting professionals believe that even traditional financial reports should include data related to ESG risks because they can impact the value of a company’s

Read more
ESG in emerging markets
ESG

ESG in Emerging Markets – Applying a Suitable Lens

Consider the following scenario:  two people are striving to win the title of “Best in Category X”. One of them (we’ll call her Joanna, for no reason at all), comes from an upper-middle class family, went to good schools, received training from experts, and never had to worry about things like food, shelter, or being

Read more
People are Asking…Does “ESG” Actually Matter
education

People are Asking…Does “ESG” Actually Matter?

Okay, we admit it. The title of this article may qualify as click-bait. Why would we, a company with “ESG” in our name, ask whether ESG actually matters? Of course, the things the letters E, S, and G stand for matter to businesses. Climate change and the rapid loss of biodiversity clearly matter – they

Read more
The U.S. Inflation Reduction Act and the Just Transition
ESG

The U.S. Inflation Reduction Act and the Just Transition

The Inflation Reduction Act passed by the United States Congress provides almost $370 billion to fight climate change by reducing greenhouse gas emissions and promoting green technology. That includes $60 billion for developing the nation’s renewable energy infrastructure such as solar panels and wind turbines, and provides tax incentives for nuclear power production, electric vehicles, and energy

Read more
Feedback on Proposed Sustainability Reporting Standards
ESG

Feedback on Proposed Sustainability Reporting Standards

The International Sustainability Standards Board (ISSB) was established in 2021 to create the first mandatory, global ESG reporting standards. For those who are not yet convinced of the need for sustainability reporting, we borrow the following from the Task Force on Climate-Related Financial Disclosures (TCFD) which states, “One of the essential functions of financial markets

Read more
Investors assessing ESG scores on a laptop
ESG

3 Rewarding Reasons To Consider ESG When Investing

Many retail and institutional investors often have a pressing concern when investing: how does ESG affect financial performance? Environmental and social accountability has increased in the past decade. There’s growing pressure on organizations to refrain from unethical practices. According to the US SIF Foundation’s Report on US Sustainable and Impact Investing Trends, one out of

Read more

How can we help?

We work with all types of investment firms, corporations and fintech platforms around the world. Find out how OWL can meet your need for ESG data and analytics today.