The relationship between ESG and equity metrics has been demonstrated to be weak at best, though there is some evidence of correlation between CDS spreads and ESG scores over a dataset of aggregated ...

As ESG factors help contribute to - or detract from - security returns, it makes sense for active investors to integrate them into security selection. Factor attribution using historical returns can ...

Forbes contributors publish independent expert analyses and insights. I am the Kester and Brynes Professor at Columbia Business School and a Chazen Senior Scholar at the Jerome A. Chazen Institute for ...

The materiality of ESG factors differs across sectors and markets. Investors need to understand how. As environmental, social and governance (ESG) factors help contribute to-or detract from-security ...

There has been mounting pressure on mandatory ESG disclosure in recent years that may reach a precipice in 2021 with a new SEC Chairman. The forces driving this pressure include institutional ...

An important question for investors in environmental, social and governance (ESG) investment strategies is: What is the impact of ESG strategies on expected returns? Should they expect higher or lower ...

In the often dogmatic debate over whether using environmental, social, and governance factors helps or hurts investment returns, neither side is going to cheer the findings of a recent Preqin report: ...

When a fund or portfolio diverges from its investment style, asset weight allocation or objective, this is known as “style drift.” Rebalancing is the process where the style drift is minimized or ...

According to a global two-phase survey from Morningstar Indexes and Sustainalytics, asset owners are not, by and large, implementing ESG factors in their portfolios. The Voice of the Asset Owner ...

As environmental, social, and governance (ESG) becomes more integral to corporate strategy, many corporate leaders and senior M&A executives now recognize the importance of ESG in their decisions, ...

Many of our favorite stock and fund picks that focus on environmental, social and corporate governance issues have struggled.

The materiality of ESG factors differs across sectors and markets. Investors need to understand how. As environmental, social and governance (ESG) factors help contribute to—or detract from—security ...