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The Basics

Defining the Watch Status of Sustainable Funds – Some Added Consideration As interest in sustainable funds grows, attention is increasingly focusing on ESG portfolio management approaches, policies and guidelines. Much of this attention is on clarifying the standards and metrics...
Introduction and Summary Two recent strikes against ESG integration and complementary proxy voting actions, demonstrated by a provision in the April 10, 2019 Executive Order signed by President Trump on Promoting Energy Infrastructure and Economic Growth that calls for a...
Introduction The growing traction of sustainable investing and sustainable investment funds has brought with it increased attention to how these products are managed.  For fiduciaries, institutions and financial intermediaries as well as, robo-advisors and other platform “gatekeepers,” this has introduced...
Sustainable institutional investors dominate in Europe and the US According to data published by Eurosif in the latest European SRI 2018 Study that was released in November of 2018 , retail assets in Europe now account for 31% of sustainable...
Introduction and Summary Core US equity-oriented sustainable exchange traded funds (ETFs), defined as broad-based US stock funds that provide exposure to socially responsible companies by screening eligible companies for positive environmental social and governance (ESG) characteristics, exhibit material variations in...
An article by Vito J. Racanelli entitled “A Setback for ESG in California” that appeared in last week's November 5, 2018 edition of Barron’s on the subject of the California Public Employees’ Retirement System (CalPERS) election last month that resulted in...