Avoiding investments that are green in name only
The growing appeal of ESG investing leaves financial advisers shouldering a new level of due diligence.
US
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UBS suggests wealth clients opt for sustainable investing
Firm says ESG portfolio can provide similar or better results than traditional investments.
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JPMorgan, Morgan Stanley and others call for carbon pricing
U.S. government should price greenhouse gasses to ensure markets cut climate risk, advisory panel to CFTC said.
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3 Questions: Karen Wallace on understanding ESG funds
Morningstar’s director of investor education explains why it’s so hard for investors to get a handle on ESG funds and talks about its new platform to help assess which ESG issues funds are focusing on.
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Q&A: Enzo Advisers’ CEO on why ESG is accelerating now
Nidhi Chadda, founder of the boutique firm, says three factors beyond COVID-19 are boosting interest.
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An open letter to Corporate America: I can’t feel my pain
Northern Trust Asset Management president Shundrawn Thomas reflects on race relations in the workplace, and in his heart.
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‘You’re fooling yourself.’ Burton Malkiel on ESG investing
Episode Summary Hosts Jeff Benjamin and Bruce Kelly dedicate this week’s show to a candid conversation with Dr. Burton Malkiel, legendary author of “A Random Walk Down Wall Street” and a renowned investor and economist who spent most of his career ruffling the feathers of the Wall Street establishment. They discuss Malkiel’s views that the…
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Methodology behind new Responsible Ratings Index
Details on how the RRI is calculated and how often, from Last Word Research.
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Rush is on to produce passive ESG funds
Morningstar expects 2019 record in new fund launches to be eclipsed this year.
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Green bond market’s growth spurt in 2020
Sustainable debt fund growth beats equities during first half of 2020 after virus boost.
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New Responsible Ratings Index examines US funds across researchers
ESG Clarity US and Last Word Research ranking top performing funds by their ESG ratings from three different research companies.
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Research casts doubt on ESG’s ‘widespread’ outperformance
An academic paper questions the notion that U.S. stocks with higher ESG scores held up better than the broader market during the first-quarter sell-off.