We are now publishing our ESG links on a monthly basis. However the coronavirus pandemic has taken the wind out of ESG coverage and commentary. We will continue to monitor the space for now. You can check out the previous set of links including a look at the increased scrutiny of ESG ratings providers.
Quote of the Day
"Unlike socially conscious investing, ESG investing seeks to be more than prohibitive screens. Its goal is far more ambitious. From the outset, the intention of ESG’s proponents was to create a comprehensive set of fiduciary principles that would replace the precept of shareholder value, as the single global standard."
(John Rekenthaler)
Growth
- Investors are continuing to invest in ESG funds through the crisis. (wsj.com)
- What could knock ESG off its current growth trajectory? (morningstar.com)
- Why ESG adoption will accelerate on the other side of the pandemic. (investmentnews.com)
Gender
- What is next for gender-lens investing strategies? (blogs.cfainstitute.org)
- The barriers to entry for women in asset management are still there. (ft.com)
Returns
- Let's not kid ourselves, much of ESG's outperformance has come from energy's dismal performance. (barrons.com)
- If factor returns flip, ESG investors could be in for a tough time. (blogs.cfainstitute.org)
Motivation
- If ESG investing is all about returns, then you're doing it wrong. (klementoninvesting.substack.com)
- ESG investors need to understand their motivations. (peterlazaroff.com)
Funds
- Direct indexing is custom made for ESG strategies. (marketwatch.com)
- Three ESG ETFs off the beaten path. (etf.com)
ESG
- The ESG space derives its power from a dispersion in beliefs and preferences. (privpapers.ssrn.com)
- ESG strategies have a bias against companies with a large workforces. (ftalphaville.ft.com)
- Is dividend policy withing the purview of ESG? (ft.com)
- Money managers have been quick to sign the U.N. Principles for Responsible Investment but it doesn't show up in their portfolios. (barrons.com)
- Aspiration which has positioned itself as a socially- and environmentally-conscious neo-bank has raised a $135 million Series C funding round. (fortune.com)
