fbpx
Home Current Trends

Current Trends

Securities and Exchange Commission (SEC) issued interpretive guidance on an investment adviser’s fiduciary duties regarding proxy voting On August 21, by a vote of 3 to 2, the Securities and Exchange Commission (SEC) issued interpretive guidance on an investment adviser’s...
Opinion Briefs Coverage Opinions cover the following topics in descending date order: Possible disruption of ETFs by ESG, hedge funds ESG survey, exploring the question of what ESG investing really means, a critique of socially responsible investing and a rebuke...
Events Summary 20 sustainable investing funds related events were identified in July 2019*, classified as follows: • 9 events involved new funds or strategies, including offerings in the US and overseas. • 4 events cover new analytical, research tools or indices. • 3...
The July edition excerpts 3/31/2019 and 4/30/2019 annual reports filed in June and July by VanEck Vectors Green Bond ETF, iShares MSCI KLD 400 Social ETF and Boston Common ESG Impact Funds, both US and International. The commentary appearing in...
The research paper entitled Environmental Rating System by authors Praveen Varma, Mark Gold and Henry Shilling proposes a globally consistent environmental rating system in which public companies are rated based on the amount of unremedied pollution they produce.  The objective of this rating...
Opinion Briefs Coverage:  Opinions cover topics ranging from hedge fund ESG practices, greenwashing, WSJ Future of Finance social investing apps, ESG sub-adviser due diligence, PE firms attracted to companies with poor ESG records and Carnival Corp. (CCL) poor governance...