Start up exchange launched for buying and selling proxy voting rights
The Bottom Line: A start-up exchange for the buying and selling of proxy voting rights, Shareholder Vote Exchange, is a two-edged sword for sustainable investors. Corporate engagement and shareholder actions dominate across the various sustainable investing strategies worldwide Active approaches to voting on proxies and shareholder proposals are some of the strategies employed by investors […]
COP 28 could stimulate performance of clean energy funds
The Bottom Line: Fast tracking the energy transition at COP 28 could stimulate the performance of clean and renewable energy funds, overcoming recent poor performance. COP 28 expected to focus on setting more ambitious emissions reduction targets for this decade and beyond The 28th Conference of the Parties to the United Nations Framework Convention on […]
Actively managed sustainable ETFs gaining some traction
The bottom line: Actively managed conventional as well as sustainable ETFs have been gaining some traction, but investors should carefully consider their alternative investing options. Performance of top 10 actively managed sustainable ETFs relative to designated market index: Trailing 12-months to July 31, 2023Notes of Explanation: *Dimensional US Sustainability Core 1 ETF, Dimensional International Sustainability […]
What does the FTX debacle have to do with ESG?
The Bottom Line: The FTX Trading Ltd. debacle, like previous implosions due to governance failures and fraud, should give ESG integration skeptics pause for thought. Summary According to published accounts, the rapid bankruptcy filing of FTX Trading Ltd., an exchange for trading cryptocurrencies founded in 2020 by Sam Bankman-Fried, and more than 100 related entities, […]
Uninvestability of Russian stocks and bonds affects ESG and conventional fund investors
The Bottom Line: Both conventional and ESG fund investors may be exposed to Russian securities that have declined in value primarily in emerging market funds. The Russian invasion of Ukraine led to suspensions in trading and likely modest portfolio losses in some active and passively managed funds primarily focused on emerging markets The Russian invasion […]
Environmental considerations for sustainable cryptocurrency investors
The Bottom Line: Advocating for improved disclosures and renewable energy sources, considering lesser energy consuming cryptocurrencies and purchasing carbon credits are options for sustainable investors. Summary and options for sustainable cryptocurrency investors In the 13 or so years since the publication of a white paper by Satoshi Nakamoto¹ that launched the cryptocurrency digital wave with […]
Methods for Building Sustainable Investment Management Expertise
The Bottom Line: Article on building sustainable investment products published in connection with webinar conducted on April 14, 2020 by Steve Schoepke and Henry Shilling. Introduction and summary As interest in sustainable investing continues to rise, judging by the growth in fund firms, sustainable fund investment products and assets under management that as of March […]
What are Publicly Listed Asset Managers Saying about Sustainable Investing/3Q/4Q 2019 Earnings Calls?
The Bottom Line: Senior executives at leading publicly listed asset management firms acknowledge the growing role and strategic importance of sustainable investing in their business. What asset management companies are saying about sustainable (and ESG) investing? Based on publicly listed asset management company 3Q 4Q 2019 earnings calls comments and Q&A. Coverage of excerpted comments […]