Investing in Green Bonds
Synopsis: Equivalent to any other type of bonds except that the proceeds are earmarked toward financing projects with sustainable environmental benefits, green bonds are uniquely suited to meet the objectives of sustainable investors generally and impact oriented investors in particular. This article describes green bonds, how the market has grown and investing options for individual […]
Sustainable Investing: Shareholder Advocacy & Issuer Engagement
Synopsis: This article explains the nature of shareholder advocacy, another sustainable investment strategy, as well as proxy voting and the more recent extension of this concept to include engagement both in connection with equity ownership as well as investments in fixed income securities and recent trends. Introduction Shareholder advocacy and issuer engagement, which leverage […]
Sustainable Investing: Impact Investing
Synopsis: This article defines impact investing, the small but growing segment that represents another one of the key sustainable investing strategies, and broadly identifies some of the impact investing options available to investors. Introduction Still a relatively small but growing slice of the sustainable investing segment, impact investments are moneys directed to companies, organizations, and […]
Sustainable Investing: Environmental, Social and Governance (ESG) Integration
Synopsis: This article explains the sustainable investing strategy of ESG integration and why it is gaining traction. In addition, it highlights some challenges and offers a framework for setting financial performance expectations. What is ESG Integration? ESG integration is the investment strategy by which environmental, social and governance factors and risks are systematically analyzed and, […]
Sustainable Investing: Exclusionary and Divestiture Strategies
Synopsis: This article explains the concept of exclusionary/divestiture strategies, one of the four principal sustainable investing strategies, the various exclusions that are typically considered by investors as well as the challenges associated with targeting specific exclusions, in particular when investing in managed funds such as mutual funds and ETFs. Introduction Exclusionary strategies (sometimes also referred […]
What Is Sustainable Investing?
Sustainable investing is the idea that investors can achieve a positive societal impact with their investments. Optimally, this should be accomplished without sacrificing long-term financial returns. The possibility of achieving these dual objectives is what investors in increasing numbers find attractive. In recent years, a growing number of individual and institutional investors have been adopting […]