Better measurement of ESG factors is important. But it’s not enough. We can’t afford to wait for perfect measurement before taking other action.
What can’t be measured well can still be managed. On climate impact, it needs to be.
esg Archives
Preparing for SFDR: seven keys to getting to “yes, that’s what we’re doing”
With SFDR starting to take effect from March 2021, ESG policy is top of mind for many investment firms. Collie ESG provides review and development services to help firms get ready.
Closing the doing-impact gap: reporting ESG outcomes
This post links to an article in the latest edition of IPE, in which I set out some the key challenges around ESG reporting.
Pillars of ESG policy #3: authentic connection to the investment proposition
If an ESG program is to be more than a bolt-on, there has to be a genuine connection to the investment proposition of the firm. An asset management firm must ask itself: how does ESG relate to how we invest?
Pillars of ESG policy #2: materiality
Investment firms cannot chase after every potentially interesting ESG idea. Judgment is needed about where to focus.
Pillars of ESG policy #1: Introducing the impactometer
An asset management ESG policy should rest on three pillars: a sense of purpose, a demarcation of the limits of materiality, and a connection to the investment proposition of the firm. In this post, I look at the first of these: purpose.
The six, seven, eight mutually-reinforcing forces that are driving the growth in ESG investing.
ESG is in the midst of a transition from the periphery to the mainstream, driven by a number of mutually-reinforcing factors. This subject is not going away.
Response to the DOL’s proposed rule on financial factors in selecting plan investments.
This post links to comments submitted to the US Department of Labor regarding their proposed update to the treatment of ESG considerations in selecting plan investments
Sustainable investing is a goat rodeo. That’s why investment firms need to pay attention.
Sustainability is a difficult, messy, ill-defined, fast-changing, real-life challenge. And it’s where the real investment process development is happening.