Topic: Investment Management

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

Research

ESG Issues from a Capital Provider Perspective 

BY: Robert Yates & Barry Greenblatt In this paper, we present the case that thoughtful ESG Risk Assessment Policies and Procedures are a critical component of underwriting and investment decisions. With proper execution these Policies and Procedures will lead to higher and more stable results for capital providers. This is the first of a three-part

February 6, 2024
Podcast

Episode 125: ESG Data – From Metric to Factor, with Conor Platt – and the Magnificent 7 Stocks

In our latest Armchair, Nate and Yates bring back Confluence Analytics CEO Conor Platt to look at the Magnificent 7 Stocks through a lens of applying ESG data to create factor analyses.

January 25, 2024
Podcast

Episode 122: Don’t Feed the Clowns, with Dale Wannen

In our latest Armchair, Nate and Yates talk with the author of “Don’t Feed the Clowns”, Dale Wannen.

January 9, 2024
Podcast

Episode 120: Where ESG is Already Mainstream – with Liz Simmie

In our latest Armchair, Nate and Yates talk with Liz Simmie of Honeytree Investments.

November 28, 2023
Research

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
Insights

The Short Report & ESG Signals

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
Podcast

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
Insights

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
Insights

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
Podcast

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.
Research

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
Insights

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

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.