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"At a time when all industries seem to be facing their ‘Tesla moment’, reimagining ESG may turn out to be our industry’s defining moment that mobilises us to do our best work ever."
-Roger Urwin, Co-Founder of the Thinking Ahead InstituteUS SIF: The Forum for Sustainable and Responsible Investment, Aug 2022
Intriguing new ETF launch - bottom-up (investor demand) appears to be dovetailing with top-down (regulatory updates/standards) to improve corporate accountability
EngineNo.1 website, Transform 500 ETF (ticker: VOTE)
SEC Press Release (03/21/22):
WorldBank_The Convergence of Sovereign ESG Ratings_2021.pdfWorld Bank, March 2021
Blackrock Investment Institute, November 2020
CFA Institute_Consultation Paper_ESG Disclosure Standards_Aug2020.pdfCFA Institute, August 2020
Linden Hills Capital, "Connecting the Dots in 2020"
Connecting the Dots in 2020.pdfLinden Hills Capital, "A Change Is Gonna Come", 2020
LHC_A Change Is Gonna Come_20201202.pdf
January 2020
January 2020
Ultimately, purpose is the engine of long-term profitability. Resilient and well-constructed portfolios are essential to achieving long-term investment goals.
Our investment conviction is that sustainability-integrated portfolios can provide better risk-adjusted returns to investors.
Climate Change Analysis in the Investment Process, CFA Institute, 2020
Linden Hills Capital, "Moneyballing Sustainable Investment", 2019
Moneyballing Sustainable Investment_article.pdf
McKinsey & Co, November 2019
Excellent piece connecting the dots. ESG links to cash flow in five important ways:
Facilitating top-line growth
Reducing costs
Minimizing regulatory and legal interventions
Increasing employee productivity, and
Optimizing investment and capital expenditures
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