Responsible Investing/ESG
As inflows to sustainable equities break new records, here’s what investors should look for to identify portfolios that align with their responsible investing goals.
It may seem shocking, but a simple trip to the local store to pick up fresh produce or clothing could enable human exploitation. For investors, those same connections can exist within their portfolios—and it takes more than a passive effort to root them out.
High-dividend stocks haven’t been rewarded in 2020. But companies that offer strong payouts in a sustainable manner can help investors source surprisingly robust streams of income and equity returns.
The Department of Labor’s final rule on investment selection for DC plans left out language on ESG-themed investments. It’s a change that erases some confusion and seems to acknowledge that ESG and financial considerations are inseparable.
Investing in businesses that strive for a better climate through decarbonization doesn’t necessarily assume a lower bar for performance. Low-carbon equity investing can also offer attractive return potential.
Investors don’t often pay much attention to corporate culture. But cultural norms can make the difference between success and failure, especially for growth companies.
Diagnostics—the back-end robotics in the health care system—are helping automate many complex procedures. Diagnostics are not only increasingly aiding the treatment of patients with infectious diseases but accelerating the broader trend toward personalized health care.
With 20% of carbon emissions coming from cars and trucks, the shift from internal combustion engines to electric vehicles is a massive growth opportunity and necessity. Sustainable mobility is rapidly evolving from a niche product to a mainstream disrupter of transport—on the ground and potentially in the air.
Cash may still be king, but cashless commerce is rapidly becoming the new king. This cashless revolution is already generating transaction growth of 24% per year over the last 3 years, and 2020’s COVID-19 concerns will likely increase the use and benefits of cashless commerce.
Demand for ESG investing is growing among DC plan participants, but with plan sponsors facing many choices and proposed new DOL rules, what’s the best approach? As we see it, fully integrating ESG considerations is fundamental to better financial outcomes—which is always in participants’ best interests.
As more companies tap government stimulus funds, questions are being asked about how shareholders may be affected. To answer these questions, investors must assess how corporate behavior and stakeholder engagement will shape a company’s long-term outlook.
Investors increasingly want to align their financial goals with a commitment to improving the lives of others. Two recent projects showcase how municipal bond investors are making an impact.
By integrating ESG analysis with fundamental research, investors can get a better understanding of the opportunities and threats the pandemic poses for business models.