We are now publishing our ESG links on a monthly basis. You can check out the previous set of links including a look at why companies are eager to issue ‘green bonds.’
Quote of the Day
"Most ESG funds operate on the level of individual securities. That doesn’t work in emerging markets."
(Perth Tolle)
Diversity
- A review of the gender lens investing fundscape. (morningstar.com)
- Why the CFA Institute is trying to recruit more women into the CFA program. (ft.com)
Country risk
- Jurian Hendrikse, "High overall ESG scores combined with slow (or no) meaningful action by many firms begs the ultimate question—how useful is a firm’s ESG score for predicting its response to the Russian invasion? The answer: not very." (corpgov.law.harvard.edu)
- You can't ignore a country's role in a company's ESG profile. (bloomberg.com)
Ratings
- Can defense stocks ever be ESG? (ft.com)
- Why its so hard to audit a company's supply chain. (institutionalinvestor.com)
- Are future ESG ratings predictable? (alphaarchitect.com)
Carbon
- Investors are going to continue taking into account carbon risks. (advisorperspectives.com)
- How one fund manager is decarbonizing their portfolios. (institutionalinvestor.com)
- An introduction to investing in carbon markets. (alphaarchitect.com)
ESG
- Aswath Damodaran is no fan of ESG. (aswathdamodaran.blogspot.com)
- Three implications of the SEC's new climate disclosure requirements. (theatlantic.com)
- A profile of William Petterffy who has joined Interactive Brokers ($IBKR) to push ESG. (bloomberg.com)
- Share voting rights are an expression of values. Who is doing your voting? (albertbridgecapital.com)
- The state of Texas is engaging its own form of ESG. (citywireusa.com)
