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


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


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


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


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


Impacts of Guns on Corporate Policy and Portfolio Risk

March 9, 2018

The last few weeks have been busy for policy changes by retail stores in the U.S. Walmart (WMT), Dick’s Sporting Goods (DKS), and Kroger (KR) all changed policies regarding their sale of firearms... Read More


Relying on Corporate Transparency: Q&A with Aperio's Mark Bateman

December 15, 2017

When investors want to align their investments with their values, they need to develop a clear picture of a company's record, which can sometimes be difficult because the data simply aren't... Read More


Should ESG be Embedded as a Risk Factor?

July 11, 2017

In the spring, the Chicago Booth School of Business Rustandy Center for Social Sector Innovation hosted a dialogue on risk profiles of socially responsible investments in public equities. As a... Read More


ESG, OECD, and the Tragedy of the Commons

June 27, 2017

In its paper "Investment governance and the integration of environmental, social and governance factors," the OECD weighs in on the issue of ESG factors as they relate to investment choices. The... Read More


What Gets Measured Gets Managed: a Case for ESG Disclosure Resolutions

May 17, 2017

In a recent issue of Proxy Preview, Aperio Director of ESG/SRI Research Mark Bateman provides an update on how many companies voluntarily disclose environmental, social, and governance... Read More

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