Topic: General ESG

All Investing has impact. Here we share how and why.

Green Bonds – What They Do, and Evidence from Academia

Green Bonds – What They Do, and Evidence from Academia

Governments and corporations issue green bonds to fund projects with positive environmental impacts, such as developing renewable energy, improving energy efficiency, controlling pollution, providing clean transportation, constructing or retrofitting green buildings, improving wastewater management, and supporting climate change adaption. According to the Climate Bonds Initiative, annual issuance of green bonds more than tripled in the

January 5, 2023
The Relationship between ESG and Bonds – A Quick Tour

The Relationship Between ESG and Bonds – A Quick Tour

The basic premise of incorporating environmental, social, and governance (ESG) factors into an investment analysis is that an investment’s value can be affected (positively or negatively) by those factors. There are many reasons this makes sense, across all three pillars of E, S, and G, and volumes have been written on the topic. Just to

December 23, 2022
Does ESG live in a “Material World”

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?

November 10, 2022

Things To Know About ESG

ESG stands for environmental, social and governance

August 12, 2022
Profit growth

ESG Scores: Why Consensus-Based Scores Are the Best

Many institutional investors have stringent constraints regarding particular ESG metrics that call for tailored approaches to selecting Exchange-Traded Funds (ETFs). When it comes to personal investors, most find generic ESG scores very helpful in comparing and selecting the right ESG ETFs. But what are ESG scores, who provides them, and which approach is the best? Keep

August 11, 2022

Greenwashing Litigation

Over the past couple of years, some well-known food and beverage companies and several large agriculture and food producers, have been sued in “greenwashing lawsuits”. In these legal actions, a company is accused of making false statements about its ESG practices, in an attempt to appeal to consumers who care about sustainable practices. The specifics

July 14, 2022

The Current State of ESG Maturity

When Tesla was dropped from S&P’s well-known ESG index, the move prompted more than just a few disparaging comments from Tesla CEO Elon Musk; it generated much discussion about the good, bad, and sometimes ugly state of ESG progress in different industries. ServiceNow (as discussed in this column in Forbes) sheds light on this issue

July 12, 2022

Cybersecurity and ESG: Think About It

Cybersecurity and ESG may not seem all that related, but if you take a minute or two to keep reading, we think you’ll see the connection, across all three pillar of E, S, and G. Before we get started, we note that this is just one example of how ESG research and analytics can help

June 28, 2022

Misconceptions About ESG Investing

For those who prefer “give it to me straight” over “beat around the bush”, we offer this opener from a recent article about misconceptions about ESG investing, published by GreenBiz:  “The market demands ESG discipline, period. Whether you view ESG as the alpha and the omega, an opportunity for capitalism to atone and course correct,

May 12, 2022
Image from OWL ESG displaying the cover of 'ESG Case Studies

ESG Case Study: Top 1000 Value Cap-Weighted, Filtered vs. Unfiltered

We’ve been doing case studies with a set of methods of applying ESG to various portfolios to see how they compare to the most common index weighting factor, market cap-weighting. If you haven’t been following along, visit our Insights page and look for the Case Studies graphic to see more. Meanwhile, check out today’s third study of

August 22, 2019

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

May 31, 2018

Does ESG Have an Image Problem?

Uncover common misperceptions about using ESG data in investing in this insightful article by Chief Investment Officer.

July 28, 2017

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.