Does investing in weapons sound like a socially responsible investment strategy? And, do weapons companies fit within an ESG investment portfolio? Many ESG investors would say, No! But, many ESG investors are also inadvertently investing in weapons companies through so-called ESG funds. So, this post will explain how weapons companies can find themselves in many ESG portfolios, and what investors...
Family office investors are taking an increasingly significant role advancing environmental, social, and governance (ESG) objectives through their investments. One key strategy gaining prominence in this space is the use of "catalytic capital." Catalytic capital is a dynamic financial tool that combines private capital, pooled investment funds, and charitable capital to drive positive social and environmental impact while achieving financial...
As the world turns towards greener, more sustainable practices, a growing market for carbon offsets has emerged, creating a powerful incentive to mitigate greenhouse gas emissions. Today, there are companies specializing in plugging abandoned oil wells and turning them into potential sources of carbon credits. Funding for these projects is coming from a combination of government and charity, with some...
Are you considering investing in companies that are working towards a cleaner, more sustainable future? If so, you may be interested in Engine No. 1's Transform Climate ETF (NETZ) and Transform 500 ETF (VOTE). NETZ invests in companies that will benefit from and drive the shift to clean energy, while VOTE aims to use the power of shareholder activism to drive...
Active investors attempt to outperform the returns of a benchmark by applying an investing strategy. Passive investors simply mirror the returns of a benchmark by using low cost index funds. This post will briefly compare active vs passive investing approaches. Active investing aims to beat the market whereas passive investing aims to track the market. Passive investing was made possible by...
Should you invest in private companies or public stocks? Since there are many differences between public and private investments this post will discuss their unique features and how those attributes are used by different types of investors. Over the past several decades, investors have been shifting their focus from public company investments to private investments on a broad scale. While new...
This post will illustrate an example of how an investor re-positioned their portfolio to reflect their ESG values.
An Investment Policy Statement is a written document that describes the strategy for an investment portfolio. This post will introduce you its importance.
