Survey: ESG Investing On The Rise at Nonprofits l Next Billion
- One in eight organizations does not currently invest in sustainable investing strategies but plans to begin in 2019, according to a recent survey. The SEI Nonprofit Management Research Panel polled 105 organizations in October, including 75 that were nonprofits, and 30 others representing corporate, union or government retirement plans as part of the Institutional Investors Sustainable Investing Survey 2018.
Red Flags at Nissan Kept Majority of ESG Funds Away From Fall l Bloomberg
- A handful of investors can credibly claim they foresaw -- and avoided the 6.5 percent plunge in share price -- after the chaos at Nissan: the vast majority of funds and ETFs that screen holdings for good governance. As of the latest filings, only five out of 60 U.S. ESG funds and ETFs that invest internationally held shares of Japan’s Nissan, according to a review by Jon Hale, global head of sustainable investing research at Morningstar.
From Upstream to Mainstream: ESG at a Tipping Point l Investment News
Over the past two decades, ESG interest steadily gained traction among investors. In 2018, that interest has reached a tipping point. SRI values went mainstream this year, gaining broader acceptance among generations and wealth groups. The numbers speak to the groundswell of interest. In a year's time, the percentage of Millennials expressing a high level of interest in ESG investing jumped from 26% to 35%, advisers say, while the percentage of Gen Xers embracing ESG spiked from 16% to 25%.
China’s Impact Investment? That’s Mainly a Project for Foreign Investors l The New York Times
- Sustainable investing may take hold in China eventually, but for now it’s mainly a project for foreign investors. Polluted Beijing is an apt place to consider how international asset managers can incorporate concerns about the environment into their investment choices. But China’s domestic share owners simply expect returns. Meanwhile, reliable information on ESG factors is scarce, investors and companies talk past each other and there are plenty of other issues to worry about.
Is Impact Investing Too Good To Be True? l Reuters
- In this article, Reuters spoke with Amit Bouri, the chief executive officer of GIIN, about the future of impact investing.
Female Advisers More Likely to Consider ESG Investing Strategies l Investment News
- A recent study conducted by InvestmentNews Research and sponsored by Calvert Research and Management measured financial advisers' perceptions of ESG investing. Among other trends, the study showed notable differences in male and female advisers' perceptions of ESG. Overall, usage of ESG investing strategies is up 25% (from 35% to 46%) year over year. While nearly one in two advisers are now constructing portfolios taking ESG factors into account, the trend is much more pronounced among women, the majority of whom (53%) are doing so.
MSCI Reveals Extent of ESG-Screened ETFs' Outperformance l City Wire
The extent to which ESG-screened funds can outperform non-screened equivalent has been assessed by MSCI. The index provider used the six recently-launched BlackRock ESG-screened ETFs, which showed four of these six would have outperformed. The report modeled the ETFs' respective performance over the five years to 28 September 2018. It showed that the MSCI World, Japan, EM, and USA categories outperformed the peers, while the EMU and Europe funds underperformed over the same timeframe.
Signs That Institutional Investors May Be Reorienting Towards Sustainable Investing l Forbes
- This article discusses a new investor survey and report issued by Bright Harbor Advisors, a private fund advisor, providing some compelling evidence that institutional investors are warming to sustainable investing.
Non-Financial Performance Measurement is Biggest Hurdle for ESG Investing l Institutional Asset Manager
- This article discusses the view that measurability and comparability of non-financial performance remain the biggest hurdles to ESG investment growth, according to a new report from BNY Mellon.
Students Explore ESG Investing during NYC Ecosystem Deep Dive l Tuck
Bloomberg Unveils Sustainable Finance Week l O'Dwyer's
- Bloomberg is bringing together more than 1,200 financial, business and policy decision-makers to help chart a course for moving sustainable financing practices into the mainstream at the first-ever Sustainable Finance Week. The event, which runs in New York from Dec. 3-7, is set to cover such topics as good governance and the role of boards, investing in gender equality, ESG (environmental, social and corporate governance) in emerging markets and the emergence of new products and platforms that address sustainable finance.