by Evan Powers, June 24, 2016
The past decade has seen a surge in interest in "socially responsible" or "sustainable" investing, but most advisors have been reluctant to recommend it or implement it in client accounts. Part of the gap has to do with wide differences in personal definitions of what "sustainable" actually means. As corporations of all types continue to respond to investor (and consumer) pressure to embrace sustainable policies, the line between "good" companies and "bad" companies may continue to blur. Funds that bill themselves as having a "sustainable" focus probably will not meet all investors' needs equally; maintaining manageable positions in carefully chosen individual stocks is a better bet.
Sustainable Finance Brief l Bloomberg
June 23, 2016
This weeks Bloomberg Brief includes discussions such as: ESG Investors Pressure Fund Managers to Lower Fees, Tesla & Solar City, and a variety of ESG issues.
Sustaining sustainability: What institutional investors should do next on ESG l McKinsey & Company
By Jonathan Bailey, Bryce Klempner, and Josh Zoffer, June 2016
Mainstream institutions have made progress integrating environmental, social, and governance factors into their investing, but they still have far to go. Six ideas can take them to the next level.
Students team with senior leaders at Brown to create fund for sustainable, socially oriented investing
Students team with senior leaders at Brown to create fund for sustainable, socially oriented investing l Brown University
by New Staff, June 23, 2016
Brown has launched an investment fund that gives donors who wish to support the University philanthropically a sustainability-focused giving option structured to invest in companies that meet high standards of environmental, social and governance practices.
Deutsche ventures into ethical funds arena l The Irish Times
June 19, 2016
Deutsche Bank has partnered with an ethical investment specialist to launch a series of investment products in anticipation of a surge in demand for socially responsible investments from European clients.
June 22, 2016
Responding to new regulations and the growth of socially responsible investing, Thomson Reuters Corp (NYSE:TRI) has announced that it has enhanced its environmental, social, and governance (ESG) offering on Thomson Reuters Eikon with the launch of a new application that enables buy-side professionals to analyze real-time ESG data and incorporate it into socially responsible investment decisions.
Press Release, June 22, 2016
The European Awards 2016 by the renowned trade magazine Institutional Investor honored European asset managers whose innovative investment strategies, portfolio construction and strategic asset allocation have succeeded in the challenging European landscape.
Institutional Investor introduced the “ESG Manager of the Year” category to its European Awards for the first time this year. To determine this year’s European Award winners, Institutional Investorscreened hundreds of managers and picked the leading firms based on short and long term performance and Sharpe ratios, using data from fund information provider eVestment.
The 2016 Hedge Fund Rising Stars: Ian Monroe l Institutional Investor
by Ian Monroe, June 21, 2016
At Etho Capital, co-founder Monroe is bringing ESG to hedge funds by shrinking portfolios carbon footprints.
BNP Paribas launches ESG Risk Analytics l Asia Asset Management
June 20, 2016
Environmental, social and governance (ESG) investing has become more commonplace in recent years, and the perception that ESG elements are set to play an increasingly integral role in portfolio construction is widespread. However, putting an ESG-aware investment strategy into practice is not devoid of challenges.