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
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
Protecting Value-Creation in M&A: ESG and Due Diligence
By now, it’s a given—investors, asset managers, corporate executives, and boards of directors know that environmental, social, and governance (ESG) factors can affect a company’s financial performance and reputation (which affects financial performance). Both the persistent and growing demand among stakeholders for more ESG information and the increase in disclosure requirements in this arena reflect
Net Zero Alliances in the Financial Sector
Alliances and initiatives can be powerful. Consider NATO, arguably the strongest, most important political alliance in the world. Global health initiatives are successfully combating diseases from AIDS to malaria to tuberculosis around the world. In the fight against climate change, a wide range of alliances and initiatives have been formed. In this article, we focus
ESG Signals That Work
Give a baseball player signals that predict whether or not the next pitch is likely to be a curveball and there’s a good chance he will significantly improve his batting average (let’s assume there’s no cheating involved). Similarly, an active equity manager with access to signals about whether key risk factors for a stock are
