In 2020, we witnessed the consciousness of capital markets shift and corporate behavior begin to change. Increasingly, investors and their advisors are advancing discussions beyond familiar topics such as savings goals and risk tolerance. Conversations are now more often advancing to emotionally charged topics ranging from racism to religion....
In January of 2020, BlackRock, the largest fund manager in the world, announced that it would focus on sustainability and climate change as it allocates capital around the globe. BlackRock’s CEO, Larry Fink, stated that “climate change has become a defining factor in companies’ long-term prospects,” ...
Sustainable, Responsible, and Impact (SRI) investing is having a moment. Even those not involved in the day to day business of Wall Street are becoming familiar with the concept of SRI or Environmental, Social, and Governance (ESG) investing. The press seems eager to cover this once small niche in the financial industry, and assets are flooding into the SRI space...
There is little that investors can do to anticipate unexpected macroeconomic risks such as the coronavirus that rattled markets in the first quarter of 2020. Such events are jarring, and while they often receive the most attention, they are far from the only hazards investors must negotiate on the road to financial success...
Environmental, Social, and Governance (ESG) funds were supposed to give investors a way to do well while doing good. However, closer examinations of such products have led to mounting frustrations with the funds and investment managers who offer them.
Corporations can have an outsized impact on the well-being of people and the planet. The fact that 71% of global carbon emissions come from just 100 publicly traded or state-owned enterprises illustrates this dynamic. Sustainable, Responsible, and Impact (SRI) investing can steer companies in a more positive direction...