We are now publishing our ESG links on a monthly basis. You can check out the previous set of links including a look at whether ESG funds should be in 401(k) funds.
Quote of the Day
"The price of carbon may be zero in many places today, but it’s unlikely to remain zero for long."
(Robert G. Eccles and John Mulliken)
Gender
- Why women are scarce among the top leaders in asset management. (institutionalinvestor.com)
- On a global basis, what percentage of CFO/CAOs are women? (alphaarchitect.com)
- Women are more likely to have roles as chief sustainability officers. (institutionalinvestor.com)
- Corporate boards are getting more diverse, except for at the top. (alphaarchitect.com)
- You can't have a discussion around pay disparities without men playing a big role. (protocol.com)
Ratings
- How disagreement across ESG scores affects returns. (tandfonline.com)
- A Q&A with Steve Lydenberg who co-founded KLD Research and Analytics. (financial-planning.com)
- On the relationship between ESG ratings and company risk. (evidenceinvestor.com)
Bonds
- Maritime operators are embracing the green bond market. (wsj.com)
- Muni bond investors need to take into account the risk, and costs, of increase flooding on municipalities. (ft.com)
Discount rates
- ESG has not increased the cost of doing business for unsustainable firms. (advisorperspectives.com)
- High ESG stocks have outperformed due to changing discount rates. (alphaarchitect.com)
Investing
- We are getting closer to ESG funds being allowed in 401(k) plans. (riabiz.com)
- You're not going to save the world with your brokerage account. (vox.com)
Profiles
- A big profile of Chris James and Engine No. 1 who successfully took on ExxonMobil ($XOM). (institutionalinvestor.com)
- This NBA player is exclusively focused on impact investing. (sportico.com)
ESG
- ESG is making progress but is still a small percentage of the investment universe. (blogs.imf.org)
- Investors are focusing on mundane businesses to maximize the gains from sustainability. (institutionalinvestor.com)
- More private investors claim to be ESG-focused. (institutionalinvestor.com)
- Novata aims to be a “hub” for private companies and private-markets investors to store, share and analyze ESG data. (wsj.com)
- The share of new Black directors, among the Fortune 500, rose from 10% in 2019 to 28% in 2020. (fortune.com)
- Are climate risks currently priced into the stock market? (klementoninvesting.substack.com)
