article thumbnail

ESG Evolution Calls for Terminology Alignment

Chris Hall

Alexander from UKSIF said the three organisations are “optimistic” that the report will serve as a valuable contribution to regulatory authorities and the investment industry’s ongoing efforts to “create a more common language” around sustainability-focused investing.

article thumbnail

Passive ESG Strategies Have Momentum – Morningstar

Chris Hall

According to Morningstar’s latest European Active/Passive Barometer report , the biggest driver of active funds’ failure is their “inability to survive”, which is often a result of “lacklustre performance”, with the 10-year survivorship rate for active funds averaging 50% from February 2014 to present.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Intent on Impact

Chris Hall

Appetite for impact was strong, guided by emerging frameworks, but the forces of inertia were present too, both internal and external. We believe there is an opportunity cost in negative screening or exclusionary approaches, because you may miss out on the benefits from the [transition] opportunity.

article thumbnail

This Week’s Fund News: DWS Launches ESG Fund for Women, by Women

Chris Hall

Fixed income markets, and particularly corporate credit issuers, are playing a crucial role in addressing the world’s pressure points as they present a fertile ground of investment opportunities offering both compelling impact and performance potential,” said Matt Lawton, Portfolio Manager of the Global Impact Credit fund.

article thumbnail

Sustainability trends 2023

Carlos Sanchez

In this article, I’ll summarise key events defining 2022 and present four sustainability trends that will prepare you to create an impact in 2023. Among investors, sustainable investing is evolving from negative screening toward engaging with companies. 2022 Sustainability Summary.

article thumbnail

Report: Meet the top 200 companies investing in a clean energy future

Corporate Knights

To make things easier, Corporate Knights and As You Sow are proud to present the latest edition of the Clean200. The Clean200 uses negative screens. The full list of exclusionary screens is provided below. Clean 200 Negative Screens Criteria # Excluded.

Net Zero 360
article thumbnail

A Realist’s Guide to Investing for Good

Stanford Social Innovation

As a result, to feel better, these investors want to screen out problematic companies from their investment portfolio. To serve this constituency, asset managers have long offered “values” or “socially responsible” (SRI) funds that offer a “negative screen.” Until there is, they remain indistinguishable from magic.