George talks about the results of JUST Capital’s recent surveys on racial equity and workforce diversity, including how companies in the Russell 1000 Index disclose their workforce demographics. Strikingly, a small group of companies that disclose their demographics by race/ethnicity, gender, and job category have outperformed their peer groups by 6% (May 31, 2019 – […]
Herbert is an independent shareholder advocate, and a pioneer in the field beginning in the 90s when he served on the national governing board with the Interfaith Center on Corporate Responsibility (ICCR). He talks in detail about the engagement process and how to convert an adversarial approach into a conversation that brings results, including working […]
A couple of the most encouraging findings from this report are the strong performance of sustainable funds compared to the total mutual fund universe and the dramatic increase in asset flows to sustainable funds during 2019, especially during the record-breaking 4th quarter.
After two decades and with almost $20 billion in AUM, Impax’s investment thesis is driven by cost reductions in renewable energy technologies and government commitments to reduce CO2 emissions by the UK and the EU, as well as by “We Are Still In” member states, cities, and companies in the US.
Bailey, Neuberger Berman’s second generation leader of ESG investing, talks about the firm’s 30 years of competitive performance in active portfolio management.
McCormick shares his experience of shareholder advocacy–in 2018 the firm participated in 8,500 shareholder meetings. Alliance GI reported poor links between executive pay and company performance and voted against 74% of compensation proposals in the U.S.
Funk shares her three criteria for choosing companies with sustainable business advantages (SBAs) for the Brown Advisory Large Cap Sustainable Growth Portfolio, which invests in companies that will thrive in a resource-constrained world.
How do advisors and asset managers integrate portfolio strategies, shareholder activism and other investor motivations? O’Brien describes Nuveen’s rigorous, platform-wide approach.
APPLX ended 2018 with performance in the top 5% of Morningstar’s World Allocation category for 1, 3 and 10 years. Blume tells us how shareholder advocacy can influence the integration of ESG metrics into the long term value creation of companies owned in the Appleseed Fund (APPLX), for which his firm is the adviser.
Join us as Sireklove explains how she has built Parametric’s Responsible Investing practice over two years, including customized ESG data incorporation on $20 billion AUM, and firm-wide proxy voting on $100 billion AUM.
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