Blogs

SRI/ESG

UN Sustainable Development Goals: Aperio's Perspective

June 6, 2019

In 2015, the UN General Assembly adopted the Sustainable Development Goals (SDGs) agenda, with 17 goals and 169 targets to be achieved by 2030. The SDGs are an extension and expansion of eight UN... Read More

SRI/ESG

"Is There ESG Alpha?"

A Marketing Question in Research Clothing

May 30, 2019

Financial practitioners have lots of incentives to believe that environmental, social, and governance (ESG) investing delivers alpha. For example, ESG is among a limited number of growth areas in... Read More

SRI/ESG

DowDuPont Spinoffs: How Do They Add Up for Aperio's Values-Aligned Investors?

April 8, 2019

Last year, the corporate merger of Monsanto into Bayer AG (BAYN) presented values-aligned investors at Aperio with an important portfolio question: Should they retain their shares in the combined... Read More

SRI/ESG

Will We Ever Find a "Coherent Vision" for ESG?

November 27, 2018

How do eight investor groups with ESG-related acronyms find a “coherent vision” for corporate disclosure of environmental, social, and governance issues? Create a ninth group with yet another ESG-... Read More

SRI/ESG

ESG Exclusions: Setting Expectations

November 12, 2018

Investors often ask us about the expected impact of certain socially responsible (SRI/ESG) constraints on the risk and performance of a portfolio. In our earlier work, we explored several... Read More

SRI/ESG

Talking SRI with TSA Agents

September 27, 2018

In the rural part of New Hampshire where I live, the local airport can have as many TSA agents running the security checkpoint as there are actual passengers. The little Cessna I take down to... Read More

SRI/ESG

The Alpha-Seeking ESG Investor

September 17, 2018

We recently published a piece called A Guide to ESG Portfolio Construction, which discussed six different ways to build portfolios for ESG (environmental, social, and governance) investors based... Read More

SRI/ESG

Desperately Seeking Alpha

June 22, 2018

In April 2018, the US Department of Labor (DOL) issued new guidelines on environmental, social, and governance (ESG) issues as drivers of investment choices. The new guidelines differ from those... Read More

SRI/ESG

Bayer-Monsanto: The Values Implications of Mergers

June 5, 2018

As we have worked with clients on their ESG portfolios over the years, we’ve discovered that there are a few specific companies that many of our clients want excluded by name from their portfolios... Read More

SRI/ESG

The Changing Landscape of Proxy Voting

March 23, 2018

Social and environmental activists have a long history of proposing shareholder resolutions at company meetings. Increasingly, investors are identifying issues about which they want to take an “... Read More

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