We are now publishing ESG links on a monthly basis. You can check out the previous set of links including a look at the year in ESG ETFs.
Quote of the Day
"The psychocultural barriers women investors face are hard to overcome precisely because they are not obvious."
(Ellen Carr)
Funds
- The world's cheapest ESG ETF portfolio just got cheaper. (etf.com)
- A list of the top sustainable mutual funds. (barrons.com)
- ESG is systematically exposed the low vol and quality factors. (factorresearch.com)
- Do religious-themed ETFs have a future? (etfa-mag.com)
Investing philosophy
- The state of socially responsible investing. (hbr.org)
- What constitutes ESG is often in the eye of the beholder. (qz.com)
- Are ESG funds just marketing? (ft.com)
Ratings
- How 'green ratings' could become like credit ratings. (ftalphaville.ft.com)
- Just because a company has high ESG ratings doesn't mean it won't run into trouble. (bloomberg.com)
- 'Green bonds' require additional disclosures traditional bonds don't. (ft.com)
Governance
- Activists are urging Blackrock ($BLK) to get tougher on company managements. (ft.com)
- Larry Fink's letter to companies Blackrock ($BLK) is invested. (blackrock.com)
- SSGA is formally asking company boards to "review their companies’ cultures and explain its alignment with their strategy." (ft.com)
- CEOs are under more pressure to push for societal change. (axios.com)
Climate
- PG&E is the first company to go bankrupt due in large part to climate change. It won't be the last. (wsj.com)
- Can you have meaningful action on climate change without our financial system taking note? (bigthink.com)
- A look at the companies most exposed to climate change risk. (barrons.com)
- Should corporate directors be judged by the company's approach to climate change? (ft.com)
Gender
- Why female entrepreneurs raise less capital than men. (feld.com)
- Female managers are making inroads in the CLO market. (wsj.com)
ESG links
- Matthew Weatherly-White, "The debate we should be having is not about whether or impact investing “works” or is “here to stay.” It’s about what kind of solutions it will offer, and how quickly they can get here. " (barrons.com)
- High profile economists come out in favor of a carbon tax, call it a 'no-brainer.' (washingtonpost.com)
- Evidence shows that sustainability spreads across industries. (papers.ssrn.com)
- Why value investors are should be natural allies with environmentalists. (insecurityanalyst.com)
- Corporations are by definition a broader part of society and owe an obligation to all its stakeholders. (johnkay.com)
