Attempting to predict short-term fluctuations in markets is typically a losing battle. But when it comes to ESG, listening to investors and understanding what matters to them can point to a gravitational pull in a certain direction.
If you care about issues like climate change, racial justice, and gender equality, as an investor it’s easy enough to screen a custom passive SMA (Separately Managed Account) to include only companies you deem “good” from an ESG perspective.
The stakes are high: climate change is creating an urgent need for a lower-carbon economy, and the Biden administration will face the daunting challenge of reigniting the U.S. economy in the wake of the pandemic, and energy may be a critical catalyst of that recovery. Dr.
Without the usual financial pressures of family wealth, how do you teach your children about money, work, and personal responsibility? Because the stakes are high, begin with the family fundamentals and a sense of purpose.
Thinking that you have to trade off financial performance and sustainability is a “false dichotomy” and a “ridiculous mindset,” according to Alan Jope, CEO of Unilever, one of the largest consumer goods companies on the planet.
The process of finding a charity and donating money seems simple. However, just like portfolio asset allocation, slightly different approaches can yield dramatically different results in your wealth management strategy.
In a season of change and unprecedented challenges—from the unexpected presence of a devastating pandemic, growing awareness of longstanding racism and pervasive systemic inequality, and a movement to restore democracy—no one is exempt.
A growing demand for a more equitable and inclusive society has emerged in a year marked by turmoil and uncertainty. Fixed income issuers are starting to respond to that demand by offering social bonds.
Actions demonstrate what it means to be a sustainable business. And in times of crisis, such as the COVID-19 pandemic, companies show through their actions how they balance societal concerns and profit motives.