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 ESG as a standalone return factor.
Quote of the Day
"Like most areas of life, investing is not something you have to do perfectly in order to succeed – even socially responsible investing."
(Mr. Money Moustache)
Asset management
- ESG funds now have more than $100 billion in AUM. (ft.com)
- The launch of the SPDR S&P 500 ESG ETF ($EFIV) seems like a no-brainer. (riabiz.com)
Factors
- ESG is not some magic bullet that will protect your portfolio from a stock market crash. (papers.ssrn.com)
- How money manager AQR is using ESG data as a signal and in the proxy voting process. (institutionalinvestor.com)
Department of Labor
- The comments are in and the opposition to the Department of Labor's proposed ESG rules are overwhelming negative. (morningstar.com)
- The Department of Labor has failed to make a case for banning ESG from an ERISA perspective. (riabiz.com)
Diversity
- Alternative managers need to be ready to answer questions about diversity. (institutionalinvestor.com)
- How gender equity, racial and social justice, social inform how Rachel Robasciotti, founder and CEO of Robasciotti & Philipson, invests for clients. (morningstar.com)
Greenwashing
- Investors need to be wary of ESG opportunism on the part of fund managers. (allaboutalpha.com)
- Corporate responsibility initiatives can actually attract hedge fund activists who fear 'greenwashing.' (ft.com)
Climate
- Some big investors are calling on companies to have mandatory disclosures on matters relating to climate change. (ft.com)
- Norway's largest private money manager has divested itself of more than two dozen companies due to climate concerns. (wsj.com)
- Ten things we know about the environment and ESG investing. (mutualfundobserver.com)
ESG
- Samantha Lamas, "In other words, interest in ESG investing is not going anywhere, and investment professionals would be well-served by incorporating it into their practices." (morningstar.com)
- Every crisis the world face serves to increase interest in impact investing. (nytimes.com)
- What level of accuracy should we demand of ESG screeners? The case of Boohoo. (ft.com)
- A visualization of the growth in green bonds. (visualcapitalist.com)
