We are now publishing ESG links on a monthly basis. You can check out the previous set of links including a look at just how hot the market is for green bonds.
Quote of the Day
"Investing well is hard enough, and introducing your personal values into the mix only compounds the confusion."
(Ron Lieber)
Fund management
- JP Morgan Asset Management is fully integrating ESG factors into its investment processes. (institutionalinvestor.com)
- ESG is as much about risk management than returns. (klementoninvesting.substack.com)
- Big institutional investors often override shareholder service recommendation on sustainability matters. (ft.com)
- Passive ESG management is an oxymoron. (ft.com)
- ESG funds look a lot like tech funds. (wsj.com)
Research
- By this measure, there has been little return difference between stocks based on ESG factors. (morningstar.com)
- Lower ESG risks imply lower costs of capital. (msci.com)
- A list of the 100 most sustainable companies in America. (barrons.com)
Philosophy
- Tyler Cowen, "I’ve yet to see a conception of social impact investing that I find convincing." (bloomberg.com)
- What, if anything, does divestment solve? (papers.ssrn.com)
- Is the rush to ESG causing a bubble? (bloomberg.com)
Carbon
- The rapid energy transition is likely to strand some carbon assets on the balance sheets of resource companies. (ft.com)
- BP ($BP) says it will slash its own greenhouse gas emissions to net zero by 2050. (washingtonpost.com)
Education
- ESG 101. (morningstar.com)
- A three-step process to building a greener portfolio. (nytimes.com)
- An investor's guide to ESG ETFs. (etf.com)
- A visual history of ESG investing. (morningstar.com)
Fixed income
- VanEck filed to launch a an actively run Sustainable Muni ETF. (investmentnews.com)
- There is still no investable, green bond index. (news.yahoo.com)
