Carbon Offsets

ESG investing challenges and why ESG is failing many investors

Investors face many head winds in shifting their investment portfolios to meet personal environmental and social goals, plus companies need time implement changes.

Disclosures

Why ESG metrics and measurement matter to your investments

Advisor / investors can create custom values-based metrics on which to build a portfolio or fund-level profile against which they can judge whether an investment is more or less aligned with their objectives – financial and non-financial

Disclosures

Who Decides What is Material With ESG Disclosures?

Regardless of legislative points of view, standard disclosures across sustainability and ESG topics, regardless of materiality in a specific company’s instance, is necessary to provide a foundation for evaluation across firms and time. Allowing companies to provide contextual guidance about how such disclosures fit into risk management activities or long-term strategy also provides useful information upon which investors and other market participants can base decisions.

ESG

ESG Is Just A Framework, Not An Investment Philosophy

The investment process starts with understanding highly-specific values not focusing on generic ESG labels or assumptions.

Disclosures

Retail Shareholder Proxy Voting Apathy

Transparency is creating retail shareholder proxy voting

ESG

Standard ESG Disclosures and Reporting Will Make ESG Ratings Less Relevant

ESG ratings are attracting increasing scrutiny. Not every investor has the same views about the underlying issues nor do they place the same weight on them. Fractional trading now allows investments aligned with an investor’s values.

Proxy Voting

Improved ESG Reporting & Voting – Converging Trends

Global ESG reporting standard disclosures are coming

Disclosures

Corporate Sustainability Reporting Directive (CSRD): a foundation for a global standard

Corporate Sustainability Reporting Directive (CSRD)

Proxy Voting

Principal-Agent Conflict of Interest

Since the 2008 financial crisis, the principal-agent conflict, as defined in the agency theory, has further increased due to the rise of passive management. To manage these increasing conflicts, individual index fund investors need to be empowered and enabled to influence the proxy voting process.

Proxy Voting

Blog

Values Based Investing

ESG investing challenges and why ESG is failing many investors

Why ESG metrics and measurement matter to your investments

Who Decides What is Material With ESG Disclosures?

ESG Is Just A Framework, Not An Investment Philosophy

Retail Shareholder Proxy Voting Apathy

Standard ESG Disclosures and Reporting Will Make ESG Ratings Less Relevant

Improved ESG Reporting & Voting – Converging Trends

Corporate Sustainability Reporting Directive (CSRD): a foundation for a global standard

Principal-Agent Conflict of Interest

Governing Index Fund Voting

Can proxy voting help passive investment managers do a better job of expressing the values of their client base?

How can shareholder voting rights be improved without adding substantial fees to managed investments?

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