We are now publishing ESG links on a monthly basis. You can check out the previous set of links including a look at the barriers facing female money managers.
Quote of the Day
"Women are better leaders. I am not neutral on this. I am sexist in favour of women. Women have better people skills, more altruistic, better able to control their impulses. They outperform men in university at graduate and undergraduate levels."
(Tomas Chamorro-Premuzic)
Funds
- Building the world's cheapest ESG ETF portfolio. (etf.com)
- Five things to know about sustainable funds. (morningstar.com)
Strategy
- Some additional research from Axioma that ESG-focused portfolios have outperformed of late. (ft.com)
- Impactive Capital LP, a new activist hedge fund, is notable both for its managers and its approach. (wsj.com)
- Daniel Grioli talks with Mike Cantara of MFS about ESG strategies. (marketfox.org)
Climate
- Shareholder proposals related to climate change are on the rise. (wsj.com)
- The markets understand climate change. (papers.ssrn.com)
- Individual action won't change the planet but it still makes, even when investing. (mutualfundobserver.com)
Companies
- The 100 most sustainable US companies. (barrons.com)
- The 20 most sustainable foreign companies. (barrons.com)
- Is sustainability still a differentiator or simply table stakes at this point? (hbr.org)
Diversity
- The 2019 KPMG report on gender diversity in the alternative industry. (assets.kpmg)
- Does diversity make a company more productive? (hbr.org)
ESG
- Why the stigma, as it were, around ESG is fading. (barrons.com)
- The big credit rating agencies are now taking ESG factors into account. (ft.com)
- ESG data can only get better over time. (ft.com)
- A round-up of recent ESG research. (capitalspectator.com)
- The ideas behind ESG are not new. Roger Lowenstein reviews James O'Toole's "The Enlightened Capitalists: Cautionary Tales of Business Pioneers Who Tried to Do Well by Doing Good." (wsj.com)
