Posts tagged as “Sustainability”

October 14, 2016

Three Ways Sustainable Investors Can Source Factor Returns

Smart beta and Environmental, Social and Governance (ESG) integration have both gathered strong momentum, with significant asset growth in strategies using each discipline. Multifactor smart beta strategies, with their longer-term focus and factor diversification, provide a natural platform for the integration of ESG.
May 10, 2016

Investing as a Social Change Strategy

As a male financial executive, I'’m well aware that I may not fit the mold of a typical feminist.1 So why have I made gender equality a core tenet of my professional life?
December 15, 2015

Study
“ESG and Financial Performance: Aggregated Evidence From More Than 2,000 Empirical Studies”

Gunnar Friede, Timo Busch & Alexander Bassen, Journal of Sustainable Finance & Investment 5:4, October 2015 This study, which combined the findings of about 2200 individual […]
October 13, 2015

Study
“Higher Sustainability Ratings Can Mean Lower Risk”

Jon Hale, Morningstar, October 13, 2015 Morningstar’s research shows that large-cap U.S. funds with high Morningstar Sustainability Ratings have lower risk.
June 30, 2015

Study
“Can ESG Add Alpha?”

Zoltán Nagy, Altaf Kassam and Linda-Eling Lee, MSCI, June 2015 MSCI examined two ways to construct ESG portfolios—ESG Tilt and ESG Momentum—and found that there is […]
March 31, 2015

Study
“Sustainable Reality: Understanding the Performance of Sustainable Investment”

Morgan Stanley Institute for Sustainable Investing, March 2015 Morgan Stanley reviewed performance data for over 10,000 open-end mutual funds and almost 2,900 separately managed accounts in […]