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While implementing diversity, equity, and inclusion (DEI) has benefits in all walks of life, the investment marketplace is a highly impactful arena for driving DEI outcomes. After the first part of this series on DEI initiatives leading to better performance, a case is made for how pursuing the DEI effects is both a compelling and necessary strategy for investors.

For many investors, the desire to own commodities stems from the asset class’s inflation-hedging or portfolio-diversifying characteristics. While the most common way to get commodity exposure is by investing in a portfolio of commodity futures, many investors believe that owning a portfolio of natural resource stocks is an easier solution.

Investors occasionally look to their municipal bond portfolio for loss-harvesting opportunities that reduce the impact of capital gains taxes on portfolio returns. Learn how an active tax-loss management strategy ensures year-round performance, maximizes tax alpha, and minimizes costs.

In this year’s newly enhanced report, North Sky dives deeper into a representative selection of its impact private equity and sustainable infrastructure investments, highlighting companies and projects that align with UN Sustainable Development Goals 3, 11 and 12 and showcasing the firm’s ninth impact fund, National Impact Fund, which forms part of the Low Income Communities investment initiative that North Sky launched in 2019.

What’s behind lower volatility forecasts: COVID-19 optimism or something more foreseeable? We take a deep dive into the numbers.

Screens and integration are essential yet distinct ESG incorporation techniques. Both are used to enhance the portfolio’s overall ESG characteristics but are quite different in terms of implementation and outcomes. The concepts are interconnected and lead to consequential decisions that can affect the performance of an investment portfolio, as well as real-world outcomes such as climate change or human rights.

Once a niche market within the investing environment, the idea of vision investing—the integration of values-alignment, investing with impact, and ESG into an investment process—has gone mainstream. In this special report, learn more about investing with a purpose and the challenges that are emerging as this landscape evolves.

While the climate crisis seems bleak, there are opportunities for a sustainable future with strong economic growth and prosperity, led by innovation and technology. It sets the stage for climate tech, where there is ample capital available to companies working on solutions for climate-related issues. In this report, we take a closer look at the risks, fundraising and investments, and the trends in this climate tech space on the path to sustainability.

The pace of deal making was high in 2021, and it’s expected to continue in 2022. Looking forward, there are seven private equity trends that fund managers need to be aware of as they plan deals, develop, and execute value creation strategies and exit plans this year.

To help put 2021 in context and prepare for what 2022 has in store, we explore the investment themes and look at the prospects for continued inflation, tax changes out of Washington, the 2022 midterms, and much more.