Insights

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

education

Can You Afford to Ignore ESG? 

A new study suggests many investors are missing out on the benefits of ESG because they — or their advisors — don’t understand why or how to use it.  Despite growing evidence, over a third of survey respondents do not think ESG is an alpha source, and another third aren’t sure. That leaves less than a

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sustainability

Investor demand drives growth of sustainable investing

Sustainable and responsible investing continues to claim a growing portion of investments in the US, now at over one-fifth of professionally managed assets — that’s $8.72 trillion out of $40.3 trillion — up 33% from one-sixth in 2014. “Client demand is one of the major drivers for money managers that introduce products that take ESG

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education

The natural history of ESG

The investing world is fast embracing ESG data to inform investment decisions — likely because, as stacks of studies show, on the whole ESG scores are an indicator for performance. But what is this information? Why is it important? Where does it come from? Is all ESG alike? In short, how is ESG made? Don’t

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ESG

ESG is not an investment strategy

We keep seeing articles fingering ESG for the sub-benchmark performance of some socially responsible investment (SRI)-themed funds. That’s like cursing the hammer for your sore thumb when you’re the one swinging it. That the terms ESG and SRI have become so popularly confused is not just unfortunate; it is wrong, and this mistake can be

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sustainability

Investing in optimism with long-term thinking: The Long Now

The Long Now Foundation is like nothing else out there. The institution was founded to encourage long-term thinking — beyond quarterly or annual cycles, beyond the decades of a human lifespan, beyond centuries or even a millennium — a perspective stretching forward 10,000 years and further.

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ESG

Sustainable activism

Shareholder engagement can be a powerful force in steering a company toward better practices, but it can also backfire. A recent Harvard Business School paper examined 2,665 cases of shareholder proposals, finding that 58% of these engagements focused on immaterial issues — with materiality determined using ESG standards from the Sustainable Accounting Standards Board (SASB). According

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ESG

Does ESG have an image problem?

In a recent article, the editors at Chief Investment Officer demonstrate some of the common misperceptions surrounding the use of environmental, social, and governance (ESG) data when investing, from characterizing it as for tree-huggers to dismissing it as former Editor-in-Chief Kip McDaniel does, saying, “I just don’t believe asset owners can save the world.” If even

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education

Five steps to become an E-S-Genius

Lots of recent articles talk about the benefits of using ESG data to invest. But what does that mean in a practical sense? How does ESG help make better investment decisions? Whether your aim is sustainable investing or increased returns (or the sweet, sweet overlap of both), here are five resources to get you started.

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education

New investors can learn the ropes risk-free

New to investing? Whether you’ll be working with an advisor or finding your own way, a little education can help you trade effectively and make better decisions. Ustocktrain is a fun, safe way for novice home traders to get their feet wet, “a risk-free trading simulator that uses real-time market data and virtual currency to buy and

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Impact

How can families invest responsibly?

Are you concerned with the footprint of your business or investments? Check out The ImPact to explore how simple changes in your investment strategy can have a wide impact on the world.  The site is pitched toward philanthropic families (and family offices) who are considering impact investing, but there’s good information for anyone who perceives its

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education

Our favorite owls

It’s no secret that we at OWL ESG like owls; heck, it’s right there in our name. And what’s not to like? Owls have excellent vision, particularly for spotting things far distant or in deep darkness, times when few others see clearly. Owls are listeners, adapted to suss their surroundings with acute hearing, even in complete darkness.

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ESG

Should we divest?

What’s the best strategy for creating positive impact? Institutions with a mandate to consider the environment struggle with controversy over whether to keep or sell investments in fossil fuels. Recently, University of Toronto President Meric S. Gertler took a stand, saying blanket divestment isn’t sustainable. Find out how the U of T will satisfy fiduciary responsibility

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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.