On our ongoing theme of the revenge of the real, the most recent edition of The Economist was devoted to a critique of “big ESG” — the use of “environmental, social, and governance” metrics to grade and construct investment portfolios and indexes. It’s not a condemnation — the magazine is Read more
Mr McGuire’s one word of advice to Benjamin Bratton in The Graduate — “plastics” — may have been a good career move in 1967, but in 2020 it needs updating, hence our title above. Finding Election-Agnostic Themes As the U.S. gets closer to a divisive election, with binary outcomes possible Read more
Globally, $3 trillion in institutional assets (perhaps more) are tracking ESG scores — numbers that purport to distill and quantize companies’ performance against environmental, social, and governance standards. We reported to you back in November about interesting research showing better stock performance by companies with higher gender diversity among their Read more
ESG is growing in prominence in the investment world. The term refers to the incorporation of “environmental, social, and governance” factors into investment analysis. ESG analysis gives interested investors a window into companies’ behavior and its wider impact in areas that they care about. In order to align their investment Read more
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