Investors choose funds for many different reasons. Some seek growth, others income. Some investors opt for low cost index tracking funds while many are looking for diversification strategies that demonstrate low correlation with other investments in their portfolios.
In early August, I posted an excerpt from my annual letter as president of the Heron Foundation. In the letter, I discuss some of the things we think we learned by examining all the enterprises our endowment is invested in for social performance in 2014.
It is important that one of the world's largest investment consultants has leapt into the debate on climate change and its effects on investment portfolios with reasoned analysis and actionable recommendations.
Put simply, if we don't find ways to offer economic opportunity to more than a privileged few, there will be no shortage of other -- more destructive and terrifying -- opportunities offered to them by others elsewhere.
Professional investors generally base their investment decisions on rigorous analysis rather than gut feelings and unchallenged preconceptions. However, when it comes to renewable energy, many investors are unwittingly deterred by three myths.
Until recently, sustainable investing has been regarded, at least in North America, as a niche investment strategy. Mainstream asset managers were often skeptical of it, primarily for perceived performance reasons.
The good news is that anyone with a web browser can gather this information. The tricky part is knowing which ones will turn into disasters, and distinguishing them from the false positives. Not every company with problems winds up having disasters.
When we heard about Federal cuts to environmental initiatives, we couldn't help but think of the potential disaster when climate-denying forces really take power next year. So here are six reasons to be optimistic under even the most climate-denying Congress.
There are signs that environmental risks, particularly extreme weather and government regulations to reduce pollution, are becoming both more material but also systemic, with the potential to affect large swathes of investment portfolios.
Submit shareholder proposals. Nominate new directors. Attend annual meetings to ask questions of the executives and board members. But do not sell the stock that gives you the right to engage on the issues you care about with the people who can make a difference.
It is argued that the active pursuit of output data may distract or detract a social enterprise from its impact objectives. It is also argued that impact accounting imposes a compliance burden that acts as unnecessary overhead.
I was at Bloomberg to explore corporate sustainability data as a fuel for impact investing in transformative innovation. So I sat up when Daniel Doctoroff, Bloomberg's CEO, said the market's movement toward sustainability had reached a tipping point.
Good governance that includes a system of checks and balances in corporations can assure that the rights and responsibilities of all are respected. Faith-based investors can hardly ignore these priorities and opportunities.