The ESG and SRI Channel

U.S. Policy Outlook for 2019: Trade Risks Continue, But Might Not Escalate

In our outlook for 2019, we believe politics and policy out of Washington will continue to drive – and in some cases, weigh on – markets, much like they did in 2018. Investigations and manufactured crisis are likely to contribute to uncertainty. Trade tensions persist, though on a more positive note, relations between the U.S. and China seem to be improving.

Emerging Markets Outpace Developed Markets in the Final Quarter of 2018

Numerous uncertainties weighed on investor sentiment in 2018 and led to a down year for emerging markets overall, although the fourth quarter saw some outperformance versus developed markets.

Trending Up: US SIF Report Finds $12 Trillion Invested in Sustainable Assets

Interest in environmental, social and governance (ESG) investing has reached a new threshold across U.S. money manager, institutional and retail spaces, according to the US SIF's biennial "Report on U.S. Sustainable, Responsible, and Impact Investing Trends" released last month.

Sustainable Development Goals — What Are The SDGs?

The Global Goals for Sustainable Development (SDGs), officially known as “Transforming Our World: the 2030 Agenda for Sustainable Development,” consist of 17 goals and 169 targets that were created to end poverty, promote prosperity and well-being for all, and protect the planet.

Using the Muni Bond Calendar to Help Clients

Keeping an eye on how the municipal bond calendar will influence new issues and investing opportunities is wise advice. With the muni market expected to remain robust in 2019, investors and their advisors need to watch the calendar for new issues that best meet their specific financial goals and investment strategies.

The Six New Clichés Advisors Should Never Use

Happy New Year everybody! If you’re using these six phrases, stop before they become 2019’s newest clichés.

‘Tis the Season for Diversification

Equity markets send a timely reminder about diversifying into alternatives.

Not a Drop to Drink

The truth about water shortage isn't that we either have it or we don't. It's not an either/or proposition. In fact, it is much more complex than that. One of the greatest challenges the globe faces today is both the scarcity of and access to one of its most valuable commodities.

Are you getting enough diversification from your alternatives allocation?

Our research shows that most portfolios aren’t maximizing the diversification potential of alternatives

Tax-Advantaged Investments to Bring Capital to Disadvantaged Communities

The Tax Cuts and Jobs Act of 2017 created a new tax-preferred opportunity that seeks to reinvigorate certain depressed communities while providing tax incentives to investors.

Themes of 2018

Six themes emerge as we look back on a busy year of economic news.

The Challenges of Diversity Investing

The business case for diversity is compelling, but the investment case for diversity is less clear-cut. We suggest, therefore, that investors who seek to promote diversity and its business benefits combine diversity with known drivers of excess returns.

Brexit: In All the Noise, Has That Much Changed?

We believe markets are now broadly priced for an extended period of the status quo – where the current impasse remains, but the UK remains in the EU.

The Difference Between SRI and ESG Investing

You can come to more meaningful conclusions on performance with ESG and SRI, but you have to make distinctions between the two to do so. Many practitioners lump ESG and SRI together but they are in fact quite different.

Vanguard: Watch out for the factor-based roller-coaster ride

Roller coasters usually come with padded steel bars that lock and protect the rider. But factor funds, just like traditional active funds, do not come with similar safety features.