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 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
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
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
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
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,
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
