Values-Aligned Investing 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 company if they objected to...
Values-Aligned Investing 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-related acronym!
Values-Aligned Investing by Ben Schneider 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 different approaches for constructing a custom SRI/ESG portfolio to....
Values-Aligned Investing by Pete Hand September 17, 2018
In our recent research paper, A Guide to ESG Portfolio Construction, we reference the concept that if the type of belief (either a binary yes/no or a score on a continuum) is the same, then the portfolio construction will be...
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