Topic: Investment Management

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


Taking ESG Investing Mainstream

Incorporating ESG factors into mainstream investing has grown on an absolute level, but relative adoption remains low against the entire market. While it takes time for markets to adjust, part of the reason for the delayed integration is the asymmetrical approach to investing for value and investing for values. This is changing. With reliable data

September 8, 2023

The Short Report

ESG signals can give strong indications that a stock is primed for a downturn and might be a good target for a short. With reliable data as the foundation, solid analytics map a correlation between two ESG signals, in particular, that have been remarkably predictive and would have resulted in positive returns over the course

September 5, 2023

Episode 109: Short Signals – ESG Investing Goes Mainstream

In the vast wilderness of ESG investing, Investors seek reliability. When ESG is as familiar as earnings. As fundamental as ROI. As quintessential as EBITDA. Then we will have achieved mainstream uptake.

September 1, 2023

ESG Industry Owes Financial and Wealth Advisors an Apology

Individual investors rely on their financial advisor or wealth manager to provide informed, unbiased advice, but with so many ESG investment choices that’s not always easy. We recently fell into a conversation with a seasoned Financial Advisor (FA) about how he explains ESG investing to his clients. His financial planning expertise is unquestionable and he

August 4, 2023
2rsquared Logo + Owl ESG logo dark background

2RSquared and OWL ESG announce ESG Data Partnership

OWL ESG, the US-based ESG data solutions provider, and 2RSquared, the cloud-based SaaS platform for investment design and delivery, are proud to announce an ESG data integration partnership. With this partnership, users of 2RSquared’s technology platform ‘LAB’ will have access to OWL ESG’s sustainability insights. LAB offers research capabilities and the ability to create tradeable

July 6, 2023

Episode 106: The Unlikely Intersection of Sustainability and Dividends

All investors are searching for yield, and mitigate risk with the dividend shield. But dividends that have a payment history often come from companies that aren’t quite green. We start from a place of carbon pricing, with a solution for both green and income investors alike.

June 27, 2023
Logo image for OWL ESG, featuring a stylized owl icon and the letters 'ESG' indicating the company's focus on environmental, social, and governance factors.

The Unexpected Intersection of Sustainability and Dividends 

Sustainable investing and long-term investing share significant overlap. Investors use both approaches to seek specific positive change over broad periods of time. Without financial returns, sustainable investing is futile, and blue-chip, dividend paying stocks are a critical component of many successful long-term investment strategies. These established companies tend to be more carbon-intensive for a number

June 23, 2023
Image featuring a computer monitor with the letters 'ESG' prominently displayed on the screen

What Do Individual Investors Really Think About ESG?

We always try to write about environmental, social, and governance (ESG)-related topics in a way that is informative, engaging, and understandable for everyone who may be interested in the subject. Nonetheless, we expect institutional investors, wealth managers, and corporate executives to be more comfortable in this arena than most individual investors. After all, wrapping your

June 15, 2023
Image displaying the logo of OWL ESG, a company committed to providing solutions and insights on Environmental, Social, and Governance (ESG) issues.

Word Choices about Sustainability and More

This title of a recent article in Reuters caught our eye: “Majority of global asset managers still not investing responsibly, ShareAction says.” The first line of the article goes on to say, “Global asset managers controlling trillions of dollars are failing to invest in a way that will protect climate, biodiversity, and people, despite efforts

March 16, 2023
Wealth Management & ESG Disclosure Requirements

Wealth Management & ESG Disclosure Requirements

Early last year, we posted a short article titled, “ESG and Wealth Management – Taking Off Or Stalled?” We think it’s already time to revisit the topic. First, let’s state a key underlying assumption that is not necessarily embraced across the entire wealth management space:  incorporating environmental, social, and governance (ESG) factors into the investment

February 21, 2023
greenwashing or a misunderstanding

Greenwashing, or Just a Misunderstanding?

Here’s something we’ll bet you already know:  there has been pushback in certain circles against investing based on environmental, social, and governance (ESG) criteria. While often described as “anti-ESG”, some—not all, but some—of that pushback is not actually an objection to ESG per se. It stems from a suspicion that some asset managers, mutual funds,

December 1, 2022

ESG and Private Equity – Part 2

ESG is getting more private. No, we don’t mean that ESG topics are becoming secretive, quite the contrary! By “private” we mean “private markets.” Sustainable funds and sustainable investing (not one and the same, but that’s a different topic!) are becoming more common in the private equity (PE) arena.  This is notable for a few

November 30, 2022

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