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 how the pandemic is affecting ESG initiatives.
Quote of the Day
"Above all else, these plans should help people invest while minimizing the chance for mistakes--and that’s what I believe is the core problem with introducing ESG options. There is plenty of evidence that adding more fund choices to a plan increases the likelihood of investing blunders."
(Peter Lazaroff)
Podcasts
- Ted Seides talks with Lauren Taylor Wolfe is co-founder and Managing Partner of Impactive Capital, an activist hedge fund that engages with companies to drive long-term sustainable returns. (capitalallocatorspodcast.com)
- Ted Seides talks with Tony Davis who is the CEO and CIO of Inherent Group, a value-oriented hedge fund that invests across the capital structure and uses ESG factors to source and underwrite its investments. (capitalallocatorspodcast.com)
- Ted Seides talks with Reuben Munger whois the Managing Partner of Vision Ridge Capital, a private investment firm with over $1 billion in assets that focuses on sustainable real assets. (capitalallocatorspodcast.com)
Fund management
- Nuveen Investments has benefited from being at the forefront of impact investing. (msn.com)
- Vanguard is pushing harder into the ESG space, including green bonds. (riabiz.com)
- Seven questions to assess a manager's ESG bona fides. (morningstar.com)
Regulation
- What regulators should do to help clarify ESG for retail investors. (morningstar.com)
- SSGA is none too happy with the Department of Labor's ESG proposals. (ft.com)
Carbon counts
- Apple ($AAPL) aims to get its supply chain to carbon neutrality by 2030. (cnbc.com)
- Morgan Stanley ($MS) will become the first major U.S. bank to publicly disclose the how much its loans and investments contribute to climate change. (politico.com)
Green bonds
- The emerging market green bond movement is largley driven by companies 'looking to concrete investments in sustainable energy, cleaner water, more efficient transportation, or smarter buildings. (barrons.com)
- These are decidedly not 'green bonds.' (ft.com)
ESG as factor
- It's hard for investors to not take ESG factors into account these days. (alphaarchitect.com)
- Is ESG a standalone return factor? (researchaffiliates.com)
- What happens when you combine ESG and momentum in a portfolio? (quantpedia.com)
ESG
- The pandemic is some ways 'cementing in' interest in ESG investing. (ft.com)
- Are investors really sacrificing returns to go green? The evidence says no. (citywireusa.com)
- Impact investing is less about impact and more about setting a new example. (allaboutalpha.com)
- ESG investing works best when it can engage with problematic companies, not simply divest from them. (klementoninvesting.substack.com)
- ESG investors are putting biodiversity on their menus. (ft.com)
- Student activism is causing universities to divest from fossil-fuel investments. (wsj.com)
