How Coronavirus is Turning the Spotlight on Sustainable Investing
Coronavirus Daily Focus: The unrelenting march of the coronavirus reminds us that environmental and social problems are increasingly clear financial risks that investors need to manage appropriately.
Where America Gets its Power
ESG Issue Series: Renewable Portfolio Standards
Renewable Portfolio Standards (RPS) are state-level regulation standards that specify the percentage of electricity to be generated from renewable resources (wind, solar or other) that utilities will sell. Although RPS differ widely by state, the regulations essentially obligate an electric utility to diversify energy sources and promote local energy development.
What to Avoid in Emerging Markets
Last week we had the pleasure of speaking with Timothy Reynolds, Senior Portfolio Manager at Employees Retirement System (ERS) of Texas, on our “Behind the Markets” podcast.
Beyond ESG: How Individuals Can Influence Corporations
Chart Advisor: Stronger Bonds
ESG Insights Q4 2019
The Gabelli ESG Fund (Class AAA: ESGGX) invests in companies based on fundamental research, using a three pronged approach which includes: (a) certain sustainable themes such as water scarcity, health & wellness and renewable energy…
Why We’re Pivoting Into Renewable Energy
Climate Change: Auto Industry Report
Climate change is occurring now amid expectation its severity will increase over time. This discussion addresses a variety of climate change risks and specifically details their effects on the auto industry.
Planting a Cooler Climate
Renewables, nuclear and natural gas are all part of the solution to climate change, along with adding billions of trees. Burning natural gas produces water and carbon dioxide, the two inputs trees need to grow.
DFA Eyes US$425m Dean Foods Deal While Milk Prices Surge
Clarity Through Classification: ESG Investing and ETFs
Sustainable investing has rapidly become integral to how investors build portfolios. Chris Dieterich and Armando Senra, head of iShares Americas, discuss what’s behind the transition and why ESG ETFs, which focus on environmental, social, and governance insights, are at the forefront of the sustainability charge.
Environmental Initiatives Boost Stockholm’s Global Cities Index Rating
With a strong economy and commitment to reducing its environmental impact, Stockholm is the first Scandinavian city to make the top 30 of Schroders’ Global Cities Index.
U.S. Natural Gas Helps Lower Emissions Again
ESG Issue Series: Data Security
Safeguarding data collected is basic operational risk management for firms with access to private information. Growing global concerns around privacy are highlighting this particular ESG risk more than in the past.
Global Sustainability Reaches Tipping Point
Climate change dominated headlines last year as wildfires ravaged both heavily populated areas and pristine wildernesses, often accompanied by record temperatures. On a more positive note, more and more businesses have embraced sustainability, and clean technologies continue to get cheaper.
Climate Change: Overview of Financial Consequences
Climate change is occurring now amid expectation its severity will increase over time. This discussion addresses how it will likely have material investment repercussions in addition to its physical impact.
ESG Oversight Framework for Directors
Over the past three years, there has been a noticeable change in directors’ recognition of the importance of sustainability or ESG issues to investors. When we first called on boards to incorporate sustainability into long-term strategy in 2017, only a few companies, mainly in Europe, could demonstrate that they had considered ESG in their strategy.
2019 Was a Breakthrough Year for ESG Investors
Record assets flowed into ETFs that provide exposure to stocks based on ESG considerations in 2019, reflecting a growing desire on the part of investors to add sustainability considerations to their investment portfolio.
Oil Prices and the Ripple Effects of ESG
Environment, social, and governance factors have been playing an important role in commodity markets since long before the term “ESG” became popular.
ESG Issue Series: Food Waste
U.S. Corporate Bonds (Jan 27-31): Green Bonds Color the Horizon
U.S. Corporate Bonds (Jan 27-31): Going Green Gains Steam
ESG: To Tree or Not to Tree? Focusing-In on Forest Management
9 Winners Managing ESG Risk
As ESG considerations grow in importance, companies that can successfully adapt should benefit more than those that don’t. As such, our analysts are looking at their respective industries through the lens of ESG risk.
ESG: Forest & Paper Products Benefit from Forestry Preservation
3 Tips for Investing in The Low-Carbon Transition
Global economies continue to reduce greenhouse gas emissions, with likely impacts on portfolios. Michael talks about ways to invest in the energy transition.
Clean Fossil Fuels May Be Coming
NET Power has developed a natural gas power plant that produces electricity with no CO2 emissions. Conventional single-cycle power plants burn natural gas (or coal) to heat water which acts on a turbine to generate electricity. This produces CO2, and in the case of coal plants other noxious gases and polluting particles.