Browsing: Socially responsible investing

Socially responsible investing

Impact Investing: The Impacts, Measurement and Profit

Oct 30th, 2016 | Filed under: Alpha-centric Companies, Newly Added, Other Topics in A.I., Social investing, Socially responsible investing

One candidate for the title “next new thing” is “impact investing.” As the term suggests, this refers to investing with an eye to the ways in which the investor’s decisions make an impact upon society beyond his own portfolio. This sounds a lot like socially responsible investing, or like itsRead More


Taking the Alcohol Out of the Wine:  A Decarbonized Index

Jul 19th, 2016 | Filed under: Climate change, Newly Added, Other Topics in A.I., Socially responsible investing, SRI and Clean Energy

A recent publication in the Financial Analysts Journal presents a model by virtue of which long-term passive investors may hedge the risks associated with climate change and/or with climate change related public policies. One incidental feature of the article is the sense it provides of the difference between carbon-free indexesRead More


ESG Issues: The Material and the Immaterial

Jul 12th, 2016 | Filed under: Allocating to A.I., Alternative energy, Benchmarking & Performance Attribution, Newly Added, Other Topics in A.I., Socially responsible investing, SRI and Clean Energy

Activists pressing for corporate change on environmental, social, and governance issues often focus on issues that are, from the point of view of firm valuation, immaterial. Three scholars associated with the Harvard Business School recently quantified the materiality versus immateriality of shareholder proposals on ESG topics and discussed some ofRead More


Investors ‘Misoverestimate’ ETFs and a Push Towards ESG

May 26th, 2016 | Filed under: Allocating to A.I., ETFs, Industry Size & Managers, Newly Added, Other Topics in A.I., Socially responsible investing, SRI and Clean Energy, The A.I. Industry

In a newly released report, Natixis Global Asset Management speaks to the quite positive views of passive investment vehicles and exchange traded funds that it finds in today’s marketplace.  Their report inspires the neologism “misoverestimate,” as a logical analog of a former U.S. president’s term, “misunder ….” A Natixis surveyRead More


More about Arch Coal and the Dusty Trail Ahead

Jan 24th, 2016 | Filed under: Commodities, Commodities, Commodities: Examples, Energy, Investing in Commodities, Newly Added, Other Topics in A.I., Socially responsible investing, SRI and Clean Energy

I wrote here last week about the demise of Arch Coal.  I was reminded of the incompleteness of my treatment there by the commenters on that piece, and I’ve been reminded again by subsequent developments. More then: in December 2013 Arch made a tender offer for its $600 million ofRead More


The ‘Sin Stock’ Premium: A Neat Illusion Dismantled

Nov 3rd, 2015 | Filed under: Socially responsible investing, SRI and Clean Energy

The theory behind talk of a 'sin stock' premium is straightforward. It isn't at all clear, though, that facts match the theory. Adamsson and Hoepner think not.Read More


When Underfunded Pension Funds Take Up Social Responsibility Investing

Aug 24th, 2015 | Filed under: Institutional Investing, Legislation/Court rulings, Socially responsible investing

In November 2014, Scott Stringer, New York City's Comptroller, launched a campaign he called the Boardroom Accountability Project. Bernard Sharfman makes a case that this BAP is a good example of much that is wrong with institutional/activist investing today. Read More


Climate Finance: A Priority for the MDBs

Jul 15th, 2015 | Filed under: Climate change, Social investing, Socially responsible investing, Technology

A new report from the World Bank says that six multilateral development banks delivered more than $28 billion in financing in 2014 that "address climate change" in one of two ways, mitigation or adaptation. Read More


The Old Puzzle of SRI: India and France

Jul 12th, 2015 | Filed under: Alpha Seekers, Alpha Strategies, Social investing, Socially responsible investing

The conclusion of two Indian scholars in a new study supports the view that socially responsible investing is good for investors in India. But Faille worries that the battle-of-the-studies has thus far been indecisive, and that aerodynamics suggests this insect shouldn't be able to fly. Read More


Malaysia and the Sukuk World

May 4th, 2015 | Filed under: Emerging markets, Socially responsible investing

Moody’s Investor Services has assigned a provisional A3 rating to a $750 million multi-currency sukuk issuance program established by Telekom Malaysia Berhad. Meanwhile, also in Malaysia....Read More


Longevity Risk: Wary of Your 2015, and of Somebody Else’s Life Span?

Dec 21st, 2014 | Filed under: Institutional Investing, Liability Driven Investing, Risk management, Socially responsible investing

The new survey from Natixis tells us that a lot of asset-managing institutions think their industry as a whole has been quite slow about moving in the direction of liability-driven investment strategies. Also, more than half believe traditional assets are too correlated to provide them with the diversification they need. Read More


The Building of an Infrastructure for Renewables: A Report

Nov 5th, 2014 | Filed under: Alternative energy, Commodities, Infrastructure, Private Equity, Socially responsible investing

In 2012, [as the crude oil price was settling in to $110 and low vol,] the renewables’ infrastructure space for private funds reached an aggregate estimated deal value of $132 billion. In 2013, that fell to $95 billion. It now seems unlikely that 2014 will match last year. Read More


Microfinance and Its Critics: An Update

Oct 27th, 2014 | Filed under: Alpha Hunters, Microfinance, Socially responsible investing

The convergence of a central banker and micro financiers at a recent ceremony in Port Moresby, Papua New Guinea inspires a look at where the MFI industry stands, and where it is headed. Read More


Alpha Hunters: Investing in Urban Communities

Jun 18th, 2012 | Filed under: Real Estate, Socially responsible investing

K. Robert "Bobby" Turner has overseen more than $12 billion of investment into urban communities (with partners including Magic Johnson and Andre Agassi), find out why..Read More


The Obvious Place to Look for Stable, Consistent Returns: African Trade Finance

May 14th, 2012 | Filed under: Socially responsible investing

Is Alpha Abundant Only in the Places Few Investors Want to Look?


A Life-changing £600 Million

Apr 30th, 2012 | Filed under: Socially responsible investing

"Over the next decade, impact investment will constitute an investment opportunity of between US$400 billion and US$1 trillion, generating profits of between US$183 billion and US$667 billion..."Read More