Browsing: SRI

Posts Tagged ‘ SRI ’

Principles, ESG, and Credit Risk

Jan 11th, 2018 | Filed under: Newly Added, Other Issues in Private Investments, Other Topics in A.I., Socially responsible investing, SRI and Clean Energy

The UN Principles for Responsible Investment (PRI), an initiative working to put into practice six principles on the environmental, social, and governance (ESG) aspects of investment decisions, in partnership with the UNEP Finance Initiative and the UN Global Compact, has issued a paper on the credit ratings agencies and theirRead More


Women on Boards: Different Markets, Different Trends

Jan 4th, 2018 | Filed under: Newly Added, Other Topics in A.I., Socially responsible investing

The latest MSCI “Women on Boards Progress Report” notes that the advancement of women onto corporate boards and into the corporate suites of corporations with global reach has been slow. Until recently, MSCI had anticipated that 30% of the company board seats on the MSCI All Country World Index (ACWI)Read More


The Performance of Impact Investments

Dec 26th, 2017 | Filed under: Newly Added, Other Topics in A.I., Social investing, Socially responsible investing

The Global Impact Investing Network has offered its own take on a much discussed question: do “impact investing” and its variants under various names – sustainable investing, socially conscious investing, ESG investing, etc. – work? And, if so, how well? It looks at this question in a very granular way,Read More


Performance of SRIs: Funds and Indexes

Oct 5th, 2017 | Filed under: Alternative energy, Newly Added, Other Topics in A.I., Socially responsible investing, SRI and Clean Energy

A new paper by Giuseppe Risalvato, a Ph.D. candidate at Università Carlo Cattaneo, Italy, contends that there is no “ethical sacrifice” in investing. That is, there is no discount that investors who want to be socially responsible will have to pay for that choice. Risalvato makes two chief theoretical argumentsRead More


Making a Case: Divestiture is the Wrong Tool Re Climate Risk

May 17th, 2017 | Filed under: Newly Added, Other Topics in A.I., SRI and Clean Energy

Sarah Bernstein, of the Pension Consulting Alliance, has prepared a discussion paper for the benefit of the Vermont Pension Investment Committee, on climate risk divestment.  Specifically, Bernstein wrote in reply to a request from the VPIC to examine three divestment tracks of common intent but differing levels of generality:  thermalRead More


Ernst & Young on ESG Reporting

Apr 23rd, 2017 | Filed under: Newly Added, Other Topics in A.I., Socially responsible investing, SRI and Clean Energy

Are companies leveling with their shareholders and stakeholders in reporting data pertinent to their environmental and social impacts and their governance issues? Whether they are or aren’t levelling: how important is that as part of their relationship with their investors? For Ernst & Young, these questions have become more pressingRead More


A Look at Sustainable Investment around the World

Apr 6th, 2017 | Filed under: Allocating to A.I., Industry Size & Managers, Other Topics in A.I., SRI and Clean Energy

The Global Sustainable Investment Alliance, a collaboration of green investment-oriented entities, has released its latest Global Sustainable Investment Review, looking at the state of SRI investments. This is the third in a series of reports “presenting results from Europe, the United States, Canada, Asia, Japan, and Australia and New Zealand.”Read More


Shedding Light on the ESG/SRI Scene      

Dec 6th, 2016 | Filed under: Climate change, Newly Added, Other Topics in A.I., SRI and Clean Energy

The US SIF Foundation has published its latest Trends Report on sustainable, responsible, and impact investing. On the one hand, this is a statistical snapshot of US-domiciled assets in the ESG/SRI field at years’ end 2015. On the other hand, it offers fascinating historical material making it clear how weRead More


Impact Investing: The Impacts, Measurement and Profit

Oct 30th, 2016 | Filed under: Alpha-centric Companies, Newly Added, Other Topics in A.I., Social investing, Socially responsible investing

One candidate for the title “next new thing” is “impact investing.” As the term suggests, this refers to investing with an eye to the ways in which the investor’s decisions make an impact upon society beyond his own portfolio. This sounds a lot like socially responsible investing, or like itsRead More


Taking the Alcohol Out of the Wine:  A Decarbonized Index

Jul 19th, 2016 | Filed under: Climate change, Newly Added, Other Topics in A.I., Socially responsible investing, SRI and Clean Energy

A recent publication in the Financial Analysts Journal presents a model by virtue of which long-term passive investors may hedge the risks associated with climate change and/or with climate change related public policies. One incidental feature of the article is the sense it provides of the difference between carbon-free indexesRead More


Investors ‘Misoverestimate’ ETFs and a Push Towards ESG

May 26th, 2016 | Filed under: Allocating to A.I., ETFs, Industry Size & Managers, Newly Added, Other Topics in A.I., Socially responsible investing, SRI and Clean Energy, The A.I. Industry

In a newly released report, Natixis Global Asset Management speaks to the quite positive views of passive investment vehicles and exchange traded funds that it finds in today’s marketplace.  Their report inspires the neologism “misoverestimate,” as a logical analog of a former U.S. president’s term, “misunder ….” A Natixis surveyRead More


More about Arch Coal and the Dusty Trail Ahead

Jan 24th, 2016 | Filed under: Commodities, Commodities, Commodities: Examples, Energy, Investing in Commodities, Newly Added, Other Topics in A.I., Socially responsible investing, SRI and Clean Energy

I wrote here last week about the demise of Arch Coal.  I was reminded of the incompleteness of my treatment there by the commenters on that piece, and I’ve been reminded again by subsequent developments. More then: in December 2013 Arch made a tender offer for its $600 million ofRead More


Arch Coal: Another One Bites the Coal Dust.

Jan 13th, 2016 | Filed under: Alternative energy, Commodities, Commodities, Commodities: Examples, Energy, Investing in Commodities, Newly Added, Other Topics in A.I., SRI and Clean Energy

Arch Coal, one of the biggest coal companies in The United States, entered Chapter 11 Monday morning, Jan 11. A prominent law firm, Davis Polk & Wardwell, will be taking it through the process, as will financial advisor PJT Partners. Arch (NYSE:ACI) hit its recent high stock price on AugustRead More


India: The Way Up and the Way Down Are Not the Same

Nov 26th, 2015 | Filed under: Finance & Economics, Financial Economics Theory, Newly Added, Other Topics in A.I., Risk Management & Operations, Risk Management Strategies & Processes, SRI and Clean Energy, The Global Economy & Currencies

Faille doesn't mean to argue theology, but he has to observe that a Shariah-based understanding of what constitutes “ethical investing” entails a lot of premises, and if those premises are to be inserted into reasoning about financial economics, they have to bear up to empirical, secular scrutiny. Read More


The ‘Sin Stock’ Premium: A Neat Illusion Dismantled

Nov 3rd, 2015 | Filed under: Socially responsible investing, SRI and Clean Energy

The theory behind talk of a 'sin stock' premium is straightforward. It isn't at all clear, though, that facts match the theory. Adamsson and Hoepner think not.Read More


When Underfunded Pension Funds Take Up Social Responsibility Investing

Aug 24th, 2015 | Filed under: Institutional Investing, Legislation/Court rulings, Socially responsible investing

In November 2014, Scott Stringer, New York City's Comptroller, launched a campaign he called the Boardroom Accountability Project. Bernard Sharfman makes a case that this BAP is a good example of much that is wrong with institutional/activist investing today. Read More


Climate Finance: A Priority for the MDBs

Jul 15th, 2015 | Filed under: Climate change, Social investing, Socially responsible investing, Technology

A new report from the World Bank says that six multilateral development banks delivered more than $28 billion in financing in 2014 that "address climate change" in one of two ways, mitigation or adaptation. Read More


The Old Puzzle of SRI: India and France

Jul 12th, 2015 | Filed under: Alpha Seekers, Alpha Strategies, Social investing, Socially responsible investing

The conclusion of two Indian scholars in a new study supports the view that socially responsible investing is good for investors in India. But Faille worries that the battle-of-the-studies has thus far been indecisive, and that aerodynamics suggests this insect shouldn't be able to fly. Read More