We are now publishing ESG links on a monthly basis. You can check out the previous set of links including some skeptical takes on second market ESG investing.
Quote of the day
“Shareholder resolutions and engagements are helping some of the world’s largest corporations come to terms with climate change, which is a good thing for the world.” – Jon Hale
Chart of the day
A timeline of all the female S&P 500 CEOs since 2000. (Visual Capitalist)
Investing
- Why simple screening isn't enough when it comes to ESG portfolio management. (etf.com)
- Quants are looking for ways to turn ESG criteria into viable factors. (ft.com)
- Historically there has not been a return shortfall investing in even simple ESG strategies. (blogs.cfainstitute.org)
Wall Street
- Why has Wall Street never had a female CEO? (fortune.com)
- Why so many fund managers are men. (behaviouralinvestment.com)
- Why is Wall Street still so white. (fastcompany.com)
Ratings
- Muni bond investors are not pricing in the risk of climate change. (barrons.com)
- Moody’s and S&P enter race to provide environmental, social and governance scores. (ft.com)
ESG funds
- Canadians still don't have the best ESG fund options. (theglobeandmail.com)
- Three myths about ESG funds debunked. (morningstar.com)
- There is now an ESG junk bond fund, the Nuveen ESG High Yield Corporate Bond ETF ($NUHY). (marketwatch.com)
Asset owners
- Is investing in a traditional index fund 'immoral'? (marketwatch.com)
- Why the big three index fund managers should do even more on the shareholder front. (institutionalinvestor.com)
- From an asset owner perspective, ESG is still in the early stages. (blogs.cfainstitute.org)
- It's not always the biggest ESG investors who generate the most change. (wsj.com)
Guns
- CEOs are urging the Senate to act on gun legislation. (nytimes.com)
- Wal-Mart ($WMT) is curtailing ammunition sales. (bloomberg.com)
- Americans are favorably disposed to companies that take a stand on gun safety. (axios.com)
More ESG stuff
- Why a Green New Deal looks inevitable. (thereformedbroker.com)
- A look at a Goldman Sachs ($GS) report on the effects of climate change. (markets.businessinsider.com)
- Bill Gates is skeptical about the benefits of fossil-fuel divestment. (ft.com)
- A lot of companies recognize Trump's environmental deregulation is going to be a blip. (bloomberg.com)
- Food companies are coming under the focus of ESG more and more. (ft.com)
- Companies that emphasize CSR attract higher quality job candidates. (papers.ssrn.com)
