We are now publishing our ESG links on a monthly basis. You can check out the previous set of links including a look at ten big sustainability themes for 2021.
Quote of the Day
"Without the foundation of freedom in place, conventional ESG factors become less relevant to investors seeking to align their portfolios to their values, and less useful as a tool by which to measure the impact of their investments."
(Perth Tolle)
Podcasts
- Saira Rahman and Megan McShane talk with Liz Simmie who is the co-founder of Honeytree, a global asset management firm who focuses on responsible growth. (open.spotify.com)
- Daniel Crosby talks with Mike Carter about how mission-driven capitalism differs from ESG. (standarddeviationspod.com)
Companies
- Blackrock ($BLK) has a credit facility whose rate is tied to sustainable business goals. (wsj.com)
- JP Morgan Chase ($JPM) has pledge to help facilitate 'climate-conscious transactions over the next decade.' (wsj.com)
- Berkshire Hathaway ($BRK.A) is pushing back against a climate shareholder proposal. (nytimes.com)
- What HP ($HP) is doing to go carbon-free by 2040. (fortune.com)
Investing
- Properly accounted for, do ESG strategies actually outperform? (institutionalinvestor.com)
- Why ESG investors would do well to invest in cheaper funds and donate the difference. (herpersonalfinance.com)
- ESG is a lot of things, but it is not an investment factor. (evidenceinvestor.com)
Money management
- Asset managers can no longer avoid scrutiny over their shareholder voting practices. (realreturns.blog)
- How one manager is using ESG data to try to generate alpha. (institutionalinvestor.com)
- Wall Street is embracing ESG in large part because of the higher fees. (wsj.com)
- How 'Net Zero' pledges will change how money is managed. (realreturns.blog)
Greenwashing
- How to avoid sustainable funds that engage in 'greenwashing.' (morningstar.com)
- We are going to see more claims of greenwashing as ESG-focused projects actually get implemented. (institutionalinvestor.com)
- How to use data to suss out fund greenwashing. (morningstar.com)
ESG
- VC firms are hiring more women, but that is not translating into funding more female-led companies. (institutionalinvestor.com)
- Do distressed debt investing and ESG mix? (institutionalinvestor.com)
- Why S & G are overlooked when it comes to ESG. (morningstar.com)
- Norway’s sovereign wealth fund bought a 50% stake in a Dutch offshore wind farm. (ft.com)
- It's hard to argue that climate risk disclosures are a bad thing. (hbr.org)
- Are pipelines ESG? (sl-advisors.com)
