Browsing: ESG

Posts Tagged ‘ ESG ’

The New Generation of Behavioral Finance

Nov 26th, 2020 | Filed under: Newly Added, Risk management, Asset allocation, Behavioral finance, Socially responsible investing, Asset Allocation Models, ESG, Economics, Risk Management Strategies & Processes, Hedge Funds, Macroeconomics, Finance & Economics

Meir Statman, a professor of finance at Santa Clara University and a consultant to Avantis Investors, has focused his scholarly efforts for decades on behavioral finance, and those efforts have given us a recent book on the subject, Behavioral Finance: The Second Generation. In Statman’s view the first generation ofRead More


Growing a Green Decision Tree—Machine Learning and ESG

Nov 23rd, 2020 | Filed under: Newly Added, Technology, Artificial Intelligence, ESG, Machine Learning, Other Topics in A.I.

Assuming that the growth of environmental, social, and governance-based investing is not yet at, but is approaching, a tipping point, and assuming that knowing that tipping point with precision will yield alpha, can machine learning help find it? That is the question posed in a recent paper by the globalRead More


What Is the Future of Alternatives?

Nov 17th, 2020 | Filed under: Private Equity, Newly Added, Institutional Investing, Asset allocation, Asset Allocation Models, ESG, Institutional Asset Management, Hedge Funds, Private Investments, Other Topics in A.I.

By Grant Murgatroyd, senior writer EMEA at Preqin Preqin predicts that alternative assets under management will rise to $17.2 trillion in 2025. We believe the COVID-19 induced slowdown in 2020 will be temporary and lead to a larger, more efficient, and more sustainable industry. Assets under management (AUM) in alternativesRead More


OECD Works on Sorting Through the ESG Ratings Systems

Nov 8th, 2020 | Filed under: Newly Added, Risk management, Socially responsible investing, ESG, ETFs, Risk Management Strategies & Processes, SRI and Clean Energy, Other Topics in A.I.

A report from the Organization for Economic Cooperation and Development critiques “current market practices” in connection with Environmental, Social, and Governance investing. It says that the bewildering ratings, investment terminology, and individual metrics, “present a fragmented and inconsistent view of ESG risks and performances.” On the bright side, the OECDRead More


Micro Financing as a Sustainable Investment

Oct 26th, 2020 | Filed under: Microfinance, Newly Added, Socially responsible investing, Alternative Investments in Context, ESG, Emerging Alternative Investments, Other Topics in A.I.

Micro finance is a very contested subject within the realm of ESG investing. The idea, for which a Bangladeshi, Muhammad Yunus won a Nobel Peace Prize in 2006, is that very small loans to very small-scale entrepreneurs within large populations that have historically gone unbanked, and in particular that haveRead More


From impact intention to impact management: Are you ready for the change?

Sep 7th, 2020 | Filed under: Newly Added, Asset allocation, Asset Allocation Models, Other Issues in Private Investments, Alternative Investments in Context, ESG, Private Investments, Other Topics in A.I.

By Sara Olsen and David Pritchard of SVT Group and Yuwei Shi of Middlebury Institute of International Studies at Monterey *Please take a moment to complete the brief survey at the conclusion of this article. Every investment generates or destroys social and environmental value, aside from financial return. One ofRead More


ESG Hedge Fund Managers and the Agency Problem

Sep 1st, 2020 | Filed under: Hedge Fund Industry Trends, Hedge Fund Strategies, Newly Added, ESG, Hedge Funds, Other Topics in A.I.

Economists in general, and scholars of finance in particular, have long been concerned with the “agency problem,” the conflict of interest inherent in any relationship where X is expected, and perhaps required by law or contract, to act in the best interest of Y. The problem exists because, for example,Read More


What Covid-19 Teaches Us About Resilience

Aug 18th, 2020 | Filed under: Newly Added, ESG, Macroeconomics, Other Topics in A.I.

In late February and early March, we witnessed what the European Corporate Governance Institute calls an “an exogenous and unparalleled” crash, during which the S&P 500 shed one-third of its value, dropping from approximately 3,300 on Feb. 20 to close at 2,200 one month later. This provided a natural experimentRead More


‘Expectations Will Increase’ on E(E)SG

Jun 30th, 2020 | Filed under: Newly Added, Asset allocation, Asset Allocation Models, ESG, Allocating to A.I., Other Topics in A.I.

 Adam O. Emmerich of the corporate and securities law firm Wachtell Lipton in a recent memo cautioned the firm’s corporate clients that the expectations on them with regard to transparency on environmental, social, and governance matters will increase in the months ahead. His emphasis is on the social part ofRead More


UK Stewardship Code: Stepping Up as Corporate Guardians

Jun 14th, 2020 | Filed under: Newly Added, Institutional Investing, ESG, Institutional Asset Management, Other Topics in A.I.

It has been 10 years since the United Kingdom introduced a Stewardship Code, drawn up by its Financial Reporting Council (FRC), a quasi-governmental agency. The code was meant to remedy some of the inadequacies in the system of corporate governance that, it was thought, the crises of 2007-2008 had revealed.Read More


How Often Do Investors Google ‘Climate Change’?

Jun 2nd, 2020 | Filed under: Newly Added, Socially responsible investing, Alternative Investments in Context, ESG, Climate change, Other Topics in A.I.

Two scholars at Copenhagen Business School, Denmark  have devised what they call a “text-based sustainability sentiment measure,” that is, a quantification of when and to what extent concerns about climate change are rising amongst investors, with a likely consequence for the success of an ESG-oriented trading policy. The authors areRead More


The Algorithms that will Find the ESG Tipping Point

Apr 16th, 2020 | Filed under: Newly Added, Technology, Artificial Intelligence, ESG, The A.I. Industry, Machine Learning, Other Topics in A.I.

A recent literature review conveys the state of scholarly understanding of ESG alpha.It also discusses how machine learning may help alternatives managers to track, and at the right time to pounce upon, a critical tipping point. Joachim Erhardt, a managing director at Landesbank Baden-Württemberg (LBBW) and an independent scholar, startsRead More


Hedge Funds, Sustainable Investing, and the Data Gap

Apr 12th, 2020 | Filed under: Newly Added, ESG, The A.I. Industry, Hedge Funds, Other Topics in A.I.

KPMG and CREATE have collaborated on a new report on the involvement of hedge funds in sustainable investing, which they define as investing that aims at three interlocking results: avoid harm and mitigate ESG risks; benefit all stakeholders; and contribute solutions to societal problems. The involvement of hedge funds inRead More


The Unmasking of ESG 

Apr 6th, 2020 | Filed under: Newly Added, What about beta?, ESG, SRI and Clean Energy, Other Topics in A.I.

By Bill Kelly, CEO, CAIA Association PPE has entered the global vernacular, courtesy of another (deadly) acronym now known as COVID-19. The latter needs no additional introduction, as the former (Personal Protective Equipment) has been one of the many combat weapons to staunch the relentless march of what is now a global pandemic. Of the many things we are learningRead More


Wedding ESG with Modern Portfolio Theory

Mar 29th, 2020 | Filed under: Newly Added, Socially responsible investing, ESG, The A.I. Industry, Other Topics in A.I.

Three executives at AQR Capital have proposed a new variant on modern portfolio theory, an elaboration of the classical idea of an efficient frontier. The idea, going back to Markowitz’ 1952 paper, is that there exists a set of possible portfolios such that each achieves the best possible risk-return tradeoff.Read More


ESG ETFs: A Warning About Opacity

Mar 15th, 2020 | Filed under: Newly Added, Liquid Alts, ESG, ETFs, The A.I. Industry, Liquid Alternative Investiments, Other Topics in A.I.

A recent paper by two legal scholars warns of the absence of transparency, of the opacity, that investors may face in ESG funds and ESG exchange-traded funds. “Buyer Beware: Variation and Opacity in ESG ad ESG Index Funds,” is the work of Dana Brackman Reiser and Anne M. Tucker, whoRead More


Are there any ‘real’ ESG unicorns?

Mar 10th, 2020 | Filed under: Private Equity, Debt Types of Private Equity, Newly Added, Venture capital, Equity Types of Private Equity, ESG, The A.I. Industry, Private Investments, Other Topics in A.I.

Unicorns (privately owned start-ups with a valuation of at least $1 billion) have long been the great sought-after beasts of the VC and PE worlds. But are they good for the planet? The unicorn boom was driven by the combination of easy credit and old-fashioned hype, combined with the wayRead More


ESG vs Low-Carbon Investing

Mar 1st, 2020 | Filed under: Newly Added, Liquid Alts, ESG, ETFs, The A.I. Industry, Liquid Alternative Investiments, Allocating to A.I., Other Topics in A.I.

By Nicolas Rabener of FactorResearch @FactorResearch INTRODUCTION Investors seeking exposure to global equities with a low carbon footprint could consider the iShares MSCI ACWI Low Carbon ETF (CRBN) or SPDR MSCI ACWI Low Carbon ETF (LOWC). CRBN has $500 million of assets under management, compared with $90 million for LOWC.Read More


Wall Street Tackles Sustainable Development Goals

Feb 25th, 2020 | Filed under: Retail Investing, Newly Added, Institutional Investing, Socially responsible investing, ESG, The A.I. Industry, Institutional Asset Management, SRI and Clean Energy, Other Topics in A.I.

In 2015 the United Nations defined 17 Sustainable Development Goals [no poverty, no hunger, health & well-being, etc.] along with 169 targets that were devised to allow for quantitative measurement of progress. It also set 2030 as the bull’s eye for the attainment of the goals. Since governments alone areRead More


Lessons from CAIS 2020

Feb 11th, 2020 | Filed under: Debt Types of Private Equity, Newly Added, Institutional Investing, Socially responsible investing, Equity Types of Private Equity, Artificial Intelligence, CAIA Alternative Viewpoints, Alternative Investments in Context, ESG, Economics, Climate change, Institutional Asset Management, Hedge Funds, Macroeconomics, Private Investments, Personalities in AI, SRI and Clean Energy, Allocating to A.I., Other Topics in A.I.

John Bowman, CFA, Senior Managing Director at CAIA Association “You’re a kite dancing in a hurricane, Mr. Bond.” (Mr. White to 007, Spectre) Despite the crystal blue island water, softly rolling Caribbean tide, and perfect skies outside the hotel all week, I opened my conference wrap-up panel reminding delegates forRead More


Climate: The ‘OUR’ Between Dog and Wolf

Feb 10th, 2020 | Filed under: Newly Added, Institutional Investing, Media Coverage of Hedge Funds, Socially responsible investing, The Global Economy & Currencies, What about beta?, Alternative Investments in Context, ESG, Economics, Climate change, Institutional Asset Management, Hedge Funds, Macroeconomics, Private Investments, SRI and Clean Energy, Finance & Economics, Other Topics in A.I.

By Bill Kelly, CEO, CAIA Association While this week’s post may harken to a certain book written by John Coates, there is a different play on the metaphor at work here, with our wheezing planet spinning in the center. Consider the wolf: powerful, aggressive, and risk-seeking. The wolf is alsoRead More


Biofuels and Deforestation: A CSR/ESG Cautionary Tale

Feb 9th, 2020 | Filed under: Newly Added, Alternative energy, ESG, Energy, Climate change, The A.I. Industry, Commodities, SRI and Clean Energy, Other Topics in A.I.

The Republic of France, in March 2019, decided that it would no longer consider fuel made from palm oil to be a “biofuel,” effective as of January 2020. So that  redefinition is now in effect. Meanwhile, the EU recently set tariffs on palm oil coming in from Indonesia or Malaysia:Read More


Beyond the Meat; Beyond the Traditional

Feb 6th, 2020 | Filed under: Private Equity, Newly Added, Equity Types of Private Equity, CAIA Alternative Viewpoints, ESG, Hedge Funds, Private Investments, Allocating to A.I., Other Topics in A.I.

By Aaron Filbeck, CFA, CAIA, CIPM, Associate Director, Content Development at CAIA Association Building the Burger I love when our industry uses analogies to describe investment concepts, so I must applaud one of the introductory pieces to JPMorgan’s 2020 Global Alternatives Outlook. In their introduction to the report, the authorsRead More


The Case for ESG as a Performance Additive

Feb 4th, 2020 | Filed under: Retail Investing, Newly Added, Institutional Investing, ESG, The A.I. Industry, Institutional Asset Management, Other Topics in A.I.

Sustainability-sensitive investing has a net positive impact on performance, according to a paper released by Robeco. According to the paper written by Chris Berkouwer, a Robeco equity analyst, ESG was responsible for 20% of the outperformance of a Robeco fund over a period of three years. His findings are presentedRead More


SASB + TCFD = Common ESG Disclosure Standards?

Jan 26th, 2020 | Filed under: Newly Added, Institutional Investing, Risk management, ESG, Climate change, The A.I. Industry, Institutional Asset Management, Risk Management Strategies & Processes, Macroeconomics, Risk Management & Operations, Other Topics in A.I.

The Sustainability Accounting Standards Board (SASB), a non-profit organization has developed industry-specific standards across environmental, social, and governance topics, working toward a consensus on the sorts of disclosures that the issuers of securities should and will make to their investors. In November 2018, SASB released complete standards for 77 industries.Read More


ESG: Why the Ratings Diverge

Jan 20th, 2020 | Filed under: Newly Added, Socially responsible investing, The Global Economy & Currencies, Business News, ESG, The A.I. Industry, SRI and Clean Energy, Allocating to A.I., Other Topics in A.I.

A recent MIT Sloan research paper looks at the degree to which various environmental, social, and governance (ESG) ratings diverge and why. The paper is the work of Florian Berg and Roberto Rigobon, both of MIT Sloan, and Julian F. Kolbel, who is affiliated with the University of Zurich’s departmentRead More


Fossil Fuel: Divestment By the Numbers

Jan 16th, 2020 | Filed under: Private Equity, Social investing, Debt Types of Private Equity, Newly Added, Venture capital, Socially responsible investing, Equity Types of Private Equity, Alternative energy, Other Issues in Private Investments, The A.I. Industry, Private Investments, SRI and Clean Energy, Allocating to A.I., Finance & Economics, Other Topics in A.I.

Bill Gates, the founder of Microsoft and one of the world’s wealthiest humans, attracted a good deal of attention last fall by saying, “Divestment, to date, probably has reduced about zero tons of emissions.” He thereby put his finger on a key fault line amongst those who regard ESG investmentRead More


How Expensive Are ESG Stocks?

Jan 12th, 2020 | Filed under: Social investing, Newly Added, Socially responsible investing, The A.I. Industry, Other Topics in A.I.

By Nicolas Rabener, FactorResearch (@FactorResearch) INTRODUCTION Europeans seem far more focused on the environment than Americans, which might be considered unusual given that both share an interest in the outdoors and have great national parks. Perhaps this is explained by Europe’s higher population density, which puts living space at aRead More


Ebenezer Scrooge: An Alternative View

Dec 23rd, 2019 | Filed under: Alpha-centric Companies, Social investing, Industry Size & Managers, Newly Added, Asset Managers, Institutional Investing, Socially responsible investing, What about beta?, The A.I. Industry, Institutional Asset Management, Hedge Funds, SRI and Clean Energy, Other Topics in A.I.

By Bill Kelly, CEO, CAIA Association Ebenezer Scrooge was not exactly a cuddly CEO. The way he treated poor Bob Cratchit alone would not have exactly put Scrooge & Marley Ltd. in the top quartile of the Sustainalytics’ ESG Risk Ratings, as he routinely gutted any notion of social responsibility.Read More


Investment Management: Time for New Leaders and Exiting Comfort Zones

Dec 10th, 2019 | Filed under: Hedge Fund Industry Trends, Consultants, Private Equity, Industry Size & Managers, Newly Added, Institutional Investing, Socially responsible investing, Equity Types of Private Equity, Other Issues in Private Investments, Business News, The A.I. Industry, Institutional Asset Management, Hedge Funds, Private Investments, SRI and Clean Energy

Disruption is the trend of the moment in many industries and the investment world is no exception. Deloitte Insights has just posted an article that takes a comprehensive look at the investment world today, traditional and alternative. Its theme is that this world is in search of new leadership andRead More


Eurekahedge: The Return of Alpha

Sep 29th, 2019 | Filed under: Hedge Fund Strategies, CTA, Equity Hedge Funds, Newly Added, Indexes, Event-Driven Hedge Funds, The A.I. Industry, Macro and Managed Futures Funds, Hedge Funds, Commodities, Structure of the Hedge Funds Industry

The Eurekahedge Hedge Fund Index was up in August, 0.17%, easily outperforming the global equity market, as measured by MSCI ACWI, which was down 2.37%. The August number brings the Eurekahedge HFI’s year-to-date result to 6.58%. Approximately 32.6% of the funds Eurekahedge tracks are in double-digits (positive) territory for theRead More


‘Greenwashing:’ Why the Glass is Half Full

Sep 19th, 2019 | Filed under: Social investing, Newly Added, Socially responsible investing, Other Issues in Private Investments, Operationally Intensive Real Assets, The A.I. Industry, Emerging Alternative Investments, Private Investments, SRI and Clean Energy, Other Topics in A.I.

The term “greenwashing” is not a compliment. It isn’t supposed to be a good thing. Greenwashing means the re-spraying of old products and services so that they seem to comply with standards for socially responsible investment. Many investors want to put their money to work in ways that reflect theirRead More


ESG: WHAT’S UNDER THE HOOD?

Jul 14th, 2019 | Filed under: Social investing, Newly Added, Socially responsible investing, The A.I. Industry, SRI and Clean Energy

By Nicolas Rabener of FactorResearch (@FactorResearch) ESG INVESTING – SIMPLE OR COMPLEX? Investing is complicated as it is simple and complex at the same time. Common advice for new investors is to pursue a buy-and-hold approach for long-term wealth creation. Although this strategy has worked out great in the U.S.Read More


The Environmental Road to the Future is Paved…in Green

Jul 1st, 2019 | Filed under: Social investing, Newly Added, Socially responsible investing, Climate change, The A.I. Industry, SRI and Clean Energy, Other Topics in A.I.

By Diane Harrison In January of this year, the World Economic Forum published an article, A Business Model for Sustainability, which highlighted a couple of key points relating to the growing interest in green business practices: Global finance is also inching toward sustainability. For example, environmental, social, and governance assetsRead More


A Move from Otherness to Better Global Governance 

Dec 10th, 2018 | Filed under: Newly Added, The Global Economy & Currencies, What about beta?, Economics, Macroeconomics

By Bill Kelly, CEO, CAIA Association The resolution season will soon be upon us. Many will aspire to eat less, exercise more, be better partners or parents, or maybe even sit for the March 2019 CAIA Exam. Resolve doesn’t always make it across the finish line though, even with the very best ofRead More


10 Climate Change Actions for Pension Fund Managers

Oct 28th, 2018 | Filed under: Consultants, Social investing, Newly Added, Institutional Investing, Socially responsible investing, Climate change, The A.I. Industry, Institutional Asset Management, SRI and Clean Energy, Other Topics in A.I.

The International Centre for Pension Management (ICPM) has put out a paper on climate change and on the difference it makes for investments. The issue of climate change has, in recent years, gone from “being considered a niche issue to one of potentially major financial consequences for all investors,” oneRead More


The View from Amundi: Absolute Return and Factor Models

Jun 10th, 2018 | Filed under: CAPM / Alpha Theory, Newly Added, Finance & Economics

On May 30, CAIA France sponsored a panel discussion on absolute return strategies, held at the headquarters of Amundi Asset Management, on the Boulevard Pasteur in Paris. Frederic Hoogveld, the head of investment specialists, index and smart beta for Amundi, spoke that evening on dynamic factor allocation. As a review:Read More


Whence Corporate Social Responsibility?

Mar 4th, 2018 | Filed under: Due Diligence Process, Newly Added, Socially responsible investing, SRI and Clean Energy, Risk Management & Operations, Other Topics in A.I.

A new scholarly paper, forthcoming in the Journal of Financial Economics, delves into the question whether institutional investors are the driving force behind corporate social economy. I.J. Alexander Dyck and three other scholars looked specifically at the environmental and social performance of firms across 41 countries. They found that ownershipRead More


Institutional Investors Wary of Passivity

Mar 1st, 2018 | Filed under: Alpha & Beta, Newly Added, Institutional Asset Management, SRI and Clean Energy, Allocating to A.I., Other Topics in A.I.

Natixis’ Center for Investor Insight surveyed 500 institutional investors in the fall of 2017 about long-term objectives, short-term opportunities, and the concomitant pressures. In a new paper, Natixis discusses the Center’s take-a-ways from this survey Geopolitical events are the most worrisome prospect on the minds of the decision makers atRead More


Ceres Report Evaluates Value of Early-Stage Clean Energy

Feb 4th, 2018 | Filed under: Private Equity, Newly Added, Venture capital, Socially responsible investing, Alternative energy, Other Issues in Private Investments, Commodities: Examples, Energy, Emerging Alternative Investments, Private Investments, SRI and Clean Energy, Other Topics in A.I.

A recent publication from Ceres, a nonprofit organization devoted to promoting sustainability as a goal in both investing and corporate governance, looks at the value that early-stage clean energy products offer venture capitalists. The publication is the work of a team of five “lead authors and key contributors,” including threeRead More


Searching for the Right Infrastructure Manager: 3 Case Studies

Jan 14th, 2018 | Filed under: Infrastructure, Newly Added, Institutional Investing, Operationally Intensive Real Assets, Institutional Asset Management, Real Assets, Allocating to A.I.

A new paper from bfinance (an independent financial services consultancy headquartered in London) discusses the “dramatically different era” into which infrastructure investing has entered over the last two years. The paper, “DNA of a Manager Search: Infrastructure,” looks at three recent unlisted infrastructure searches, in order to glean some insightRead More


Principles, ESG, and Credit Risk

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

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


The Performance of Impact Investments

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

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: Newly Added, Socially responsible investing, Alternative energy, SRI and Clean Energy, Other Topics in A.I.

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


A Call to Norway to Invest in Renewables

Sep 14th, 2017 | Filed under: Newly Added, Socially responsible investing, SRI and Clean Energy, Other Topics in A.I.

A new paper from the Institute for Energy Economics and Financial Analysis looks at Norway’s pension fund, which is now in the process of increasing its investment in stock from 62.5% of the portfolio to 70%. The total portfolio value is now $7.5 trillion NOK, or about US $976 billion.Read More


An Alternative Approach to Responsible Investing

Jul 31st, 2017 | Filed under: Newly Added, Socially responsible investing, SRI and Clean Energy, Other Topics in A.I.

On May 18, 2017, CAIA’s Boston Chapter held a panel discussion at the InterContinental Boston on “An Alternative Approach to Responsible Investing.” Moderated by Bill Kelly, CEO, CAIA Association, panelists included leading ESG investing experts Tim Brennan, Treasurer & CFO, Unitarian Universalist Association; Jeff Finkelman, CFA, Research Associate, Impact Investments,Read More


What They’re Saying About Smart Beta, Tactics, and Strategy

Jun 13th, 2017 | Filed under: Newly Added, Liquid Alts, Smart Beta, Liquid Alternative Investiments, SRI and Clean Energy, Other Topics in A.I.

For four years now, FTSE Russell has surveyed global institutions, asking about their interest in smart beta indexes and about their allocations to investable products based on same. The 2017 survey results are in. The new survey finds (as did the earlier ones) that risk reduction, return enhancement, and improvedRead More


Institutions that Integrate ESG Considerations: 6 Types

Jun 8th, 2017 | Filed under: Social investing, Newly Added, Alternative energy, Climate change, SRI and Clean Energy, Other Topics in A.I.

A new white paper from the Investor Responsibility Research Center (the IRRC Institute) in conjunction with Sustainalytics looks at the various approaches that investors, institutional investors in particular, might and do take to integrate ESG issues into their portfolio decisions. Specifically, the IRRC and Sustainalytics, two Manhattan-based research groups longRead More


ESG Concerns Have Multi-Factored Impact on Performance

May 2nd, 2017 | Filed under: Newly Added, SRI and Clean Energy, Other Topics in A.I.

The Cornerstone Capital Group, in a new white paper, looks at some of the specific interactions between ESG and investment factors. The paper, by Michael Geraghty, a global equity strategist for Cornerstone,  begins with a review of five of the factors most thoroughly studied in academia: value, the capture ofRead More


Ernst & Young on ESG Reporting

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

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