SEC plans to finalize four sustainable investing and disclosure rules in 2023
The Bottom Line: The SEC will finalize rules in 2023 covering corporate climate disclosures, executive compensation proxy voting, sustainable fund classifications and fund naming conventions. SEC sustainable investing and corporate disclosure rulemaking agenda for 2023 0:00 / 0:00 Listen to this article now Sources: SEC; Sustainable Research and Analysis LLC. Observations: On January 4, 2023, […]
Can the U.S. Antitrust Laws Stop ESG investing?
Opinion: ESG is gaining traction as a political issue and in the process, arguments have surfaced that ESG initiatives may be subject to anti-competitive practices. The politicization of ESG investing is introducing additional business uncertainties and risks with financial consequences, including potential legal liabilities and reputational issues ESG investing is gaining traction as a political […]
The “GameStop Incident” and Why Sustainable Investment Funds May Be at Greater Risk
The Bottom Line: A parallel exists between recent GameStop volatility, a stock’s vulnerability to social media actions and the potential exposure of sustainable investment funds. Introduction and Summary A convergence of factors recently empowered a group of retail traders to fuel stock market volatility and disrupt trading in some U.S. listed stocks. Extraordinary price volatility […]
Vision Report: Transparency and disclosure hamper growth of sustainable index ETFs but further expansion expected
The Bottom Line: Transparency and disclosure hamper growth of sustainable index ETFs but further expansion is still expected from the current level of $48.3 billion.
Rapid Growth in ESG Funds Calls for Adoption of Standards
The Bottom Line: In this the second of two papers, three key standard setting recommendations are made for further consideration and debate. Download Research Reports. Download ESG fuND STANDARDS
Confusion between Sustainable Investing and ESG integration Revisited
Recent article continues to sow and perpetuate confusion between varying strategies and approaches that make up the sustainable investing landscape An article in the Financial Times dated October 15, 2019 entitled “ESG Hardliners Blacklist $16 trillion U.S. Treasuries Market” by Alice Gledhill is the latest in a string of many that continues to sow and […]
Sustainable Investing Opinion Briefs: July 2019
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 of same, investing in thematic water-related funds, the US House Financial Services Committee July 10 […]
Sustainable Investing Opinion Briefs: June 2019
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 and environmental conduct. June 18, 2019 – While alternative (“hedge”) funds continue to lag mutual funds […]