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


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


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


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


This article is provided for informational purposes only. The information contained within this article was carefully compiled from sources Aperio believes to be reliable, and it is accurate to the best of our knowledge and belief. However, Aperio cannot guarantee its accuracy, completeness, and validity, and cannot be held liable for any errors or omissions. All information contained herein should be independently verified and confirmed. Aperio does not accept any liability for any loss or damage whatsoever caused in reliance upon such information. Aperio provides this information with the understanding that it is not engaged in rendering legal, accounting, or tax services. In particular, none of the examples should be considered advice tailored to the needs of any specific investor. Aperio recommends that all investors seek out the services of competent professionals in any of the aforementioned areas. With respect to the description of any investment strategies, simulations, or investment recommendations, Aperio cannot provide any assurances that they will perform as expected and as described in this article. Past performance is not indicative of future results. Every investment program has the potential for loss as well as gain.