We have decided to sunset the month ESG linkfest. We will continue to highlight items of interest throughout the week. You can check out the previous set of links including a look at whether defense stocks can ever be ESG.
Quote of the Day
“ESG is an investment thesis that needs to evolve with the times.”
(Jason Saul)
Carbon
- Startups selling carbon credits are flocking to the Canadian stock exchanges. (wsj.com)
- You can now get exposure to carbon offsets via an ETF. (etf.com)
C-suite
- Goldman Sachs' ($GS) push to diversify boards of companies going public is working. (axios.com)
- The chairman and CEO roles are slowly getting separated in the U.S. (ft.com)
Ratings
- What to do when ESG ratings disagree? (papers.ssrn.com)
- ESG exposure is not a risk factor. (evidenceinvestor.com)
ESG
- Why high-quality ESG companies are over-hyped by institutional investors. (institutionalinvestor.com)
- ESG is an opportunity for shareholder activism. (advisorperspectives.com)
- Asset managers are still struggling to find people with ESG expertise. (institutionalinvestor.com)
- Green bonds are a signaling device for issuers. (evidenceinvestor.com)
- Norway's sovereign wealth fund has an oil dilemma. (institutionalinvestor.com)
- Why investing in biodiversity makes sense. (klementoninvesting.substack.com)