Earth Week Chronicles: Investor Engagement During Earth Week
Earth Day serves as a yearly reminder of our impact on the environment and the pressing need to invest in a sustainable future. Amidst a changing climate (literally and figuratively), we as a people must deepen our understanding of our role in addressing these challenges urgently. 2023’s Earth Week: “Investing in Our Planet” was designed
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
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.
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.
Episode 120: Where ESG is Already Mainstream – with Liz Simmie
In our latest Armchair, Nate and Yates talk with Liz Simmie of Honeytree Investments.
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
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
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.
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
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
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.
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
