Invest With Values' Partner

For several decades now, investors have increasingly focused on issues involving executive compensation.  Remember Graef S. Crystal?  Back in 1992 the former compensation consultant to the largest corporations became an activist focused on “excess” pay arrangements for U.S. corporate CEOs (his book was “In Search of Excess – the Overcompensation of American Executives”). Every company […]

“Movements” – what comes to mind when we describe the characteristics of this term are 20th Century examples. The late-20th Century “environmental movement” was a segue from the older 19th and early 20th Century “conservation movement” that was jump started by President Theodore Roosevelt (#26), who in his 8 years in the Oval Office preserved […]

The FTI Consulting business advisory firm surveyed a set of 130 global institutional investors to gauge the depth and breadth of U.S. assets invested using ESG principles.  This group of investors, contacted from May through July 2018, responded that their Assets Under Management totaling US$8.4 trillion was believed to have benefited by the contribution of […]

Ratings, rankings, scores, best of lists – these are increasingly important to corporate issuers and for investors.  The popular CBS TV Network nighttime host David Letterman for many years provided us with periods of laughter with his well-known top 10 list segments. (Example: The Top 10 Stupid Things Americans Say to Brits.) There’s long been […]

Bill McGlashan, co-founder of the Rise Fund, resigned earlier this month, following his involvement in the recent US college bribery scam. McGlashan was one of 50 people indicted. The Rise Fund was launched by US private equity firm TPG in 2016, and counts high-profile names including U2’s Bono, Jeff Skoll, Paul Polman and Richard Branson on […]

The European Union adopted a Sustainable Finance Action Plan in May 2018; the package of measures included a proposal for a regulation to establish a framework to facilitate sustainable investment.  The aim is to create a unified classification system or taxonomy on what could be considered to be “an environmentally-sustainable economic opportunity”. Also in the […]

For all the potential benefits of impact investing, major questions are still to be resolved. A round-up of thoughts from industry insiders across Europe – plus a handful of solutions. Ever more funders are venturing into impact investing: globally, the number of impact investors rose from fewer than 50 pre-1997 to well over 200 in 2017, according […]

Part one of a two-part series on why index funds help prop up an obsolete economy, and where you should be investing instead. Originally published by Worth Magazine, authored by Garvin Jabusch If you’re fortunate enough to be able to save for the future by investing in stocks, you’re probably invested in an index fund. The […]

A 2018 survey by Morgan Stanley took the pulse of U.S. asset managers (with in-depth telephone interviews) to determine the level of adoption of sustainable investing approaches by asset managers in the United States. Results:  in the report “Sustainable Signals: Growth and Opportunity in Asset Management” a majority of managers said they now see sustainable […]

  By Jessica Caron –  G&A Sustainability Report Analyst Intern A comparison of the SASB Meat, Poultry & Dairy Standard — which is designed for use by companies involved in the raising, slaughtering, processing and packaging of animal food product — to the GRI Standards must start with the observation that the GRI Standards are […]

It is often the case that many us may not give our monthly energy utility company a second thought — unless there is an issue with the power going out or the bill is too high. However, for those of us working in the sustainability field, the Energy Utilities Industry is one of the most important […]

The industry titan changed the way millions of people invest, but indexing has greater implications now than it did 50 years ago. Published in Worth Magazine By Garvin Jabusch John C. Bogle, a champion of stock investing for average people, passed away on January 16. I didn’t personally know Bogle, but I was fortunate to […]

By Emilie Ho – G&A Sustainability Report Analyst Intern During my analysis, I found that although many of the material disclosures that the SASB Standards suggested for disclosure by the Agriculture Products Industry are in line with the GRI’s Topic Disclosures, there are also a number of material topics that SASB advances for disclosure that […]

With the recent publication of the much-anticipated “Report on US Sustainable, Responsible and Impact Investing Trends 2018” issued by US SIF showing that ESG has hit the capital markets’ mainstream, with $1-in-$4 in the US (by professional investment managers now incorporating ESG), and the recent petition seeking mandatory ESG reporting submitted to the Securities & […]

Impact Investing & ESG   The Rise Fund Spin-Off Marks Growth of Impact Investing U.S. private equity firm TPG and U2 star Bono’s announcement earlier this week that they have created a new organization for measuring the social and environmental returns of investments appears to be a signal of growing investor demand for tools to […]

In Q3 2018, we saw that the economy is functioning at a high level. It was a quarter of unusually rapid economic growth in the U.S., enough that the Fed took the word “accommodative” out of their September FOMC Statement, meaning they estimate that the economy is healthy enough to no longer require unusually cheap […]