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
"ESG advocates are on much stronger ground telling companies not to be bad than telling them to be good."
(Larry Swedroe)
Chart of the Day
California’s boardroom law has helped increase the number of women on corporate boards.
Data
- This manager says ESG data is still not up to snuff. (barrons.com)
- ESG matters for small caps, but data is harder to come by. (institutionalinvestor.com)
- The biggest complaint of ESG investors is poor data quality. (ft.com)
- ESG indices can different widely when it comes to particular companies. (ft.com)
Carbon
- The green energy revolution isn't going to happen without financing, i.e. green finance. (wsj.com)
- Carbon Vault buys carbon permits and locks them away. (wsj.com)
Governance
- Why fund managers should disclose their shareholder vote earlier and publicly. (bloomberg.com)
- How disclosure of the CEO pay ratio is boosting worker wages. (bloomberg.com)
- Shareholders are increasingly voting against compensation schemes. (axios.com)
- Younger workers are helping driving change at companies. (ft.com)
Returns
- There is no distinct 'sin stock' factor but could arise in the future. (papers.ssrn.com)
- What matters most for returns: E, S, G or all the above? (alphaarchitect.com)
ETFs
- A look at some funds focused on racial equity including the ImpactShares NAACP Minority Empowerment ETF ($NACP). (morningstar.com)
- ESG ETF fees are coming down. (morningstar.com)
Asset management
- Shifting an asset manager's focus to ESG is no small task. (morningstar.com)
- Asset managers with established diversity and inclusion efforts are viewed more favorably by allocators. (institutionalinvestor.com)
- What role do pension funds have in driving sustainable investing? (knowledge.wharton.upenn.edu)
ESG
- Nine ESG myths debunked. (realreturns.blog)
- Why investors should focus on impact funds not generic ESG. (mutualfundobserver.com)
- Five of the best books on ESG and sustainable investing including "Activate Your Money: Invest to Grow Your Wealth and Build a Better World" by Janine Firpo. (nytimes.com)
