Responsible Investing/ESG
Cash may still be king, but cashless commerce is rapidly becoming the new king. This cashless revolution is already generating transaction growth of 24% per year over the last 3 years, and 2020’s COVID-19 concerns will likely increase the use and benefits of cashless commerce.
Demand for ESG investing is growing among DC plan participants, but with plan sponsors facing many choices and proposed new DOL rules, what’s the best approach? As we see it, fully integrating ESG considerations is fundamental to better financial outcomes—which is always in participants’ best interests.
As more companies tap government stimulus funds, questions are being asked about how shareholders may be affected. To answer these questions, investors must assess how corporate behavior and stakeholder engagement will shape a company’s long-term outlook.
Investors increasingly want to align their financial goals with a commitment to improving the lives of others. Two recent projects showcase how municipal bond investors are making an impact.
By integrating ESG analysis with fundamental research, investors can get a better understanding of the opportunities and threats the pandemic poses for business models.
Incorporating ESG factors into the research and investment process provides equity investors with more ways to gauge risks and opportunities.
Companies with strong ESG credentials will play an essential role in addressing the dramatic changes being triggered by the COVID-19 pandemic.
How can you know how well a company is dealing with ESG challenges? Integrating ESG issues in fundamental research adds insight on sustainability performance.
The Wall Street Journal criticized ESG portfolios earlier this month for being dominated by big technology stocks. But we think technology stocks are integral to a responsible investing agenda when chosen as part of a well-defined process targeting companies that foster environmental, social and governance (ESG) improvements.
ESG investors, take note: a controversial new bond format that links a company’s sustainability goals to its bottom line could be a game changer.
As big tech and media companies face growing concern about the power of their businesses, more questions about environmental, social and governance (ESG) issues are likely to be raised. Social and governance issues deserve greater attention amid increasing regulatory scrutiny of industry giants.
Today, ESG issues may be more prominent in investors’ minds and approaches, but quality investors have been asking these questions for some time.
There’s growing evidence that private equity markets are beginning to overheat after several high-profile IPO flops. Investors in stocks should pay attention because private funding troubles are also a very public market affair.