Values-Aligned Investing 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...
Values-Aligned Investing by Lisa Goldberg May 30, 2019
Financial practitioners have lots of incentives to believe that ESG investing delivers alpha. For example, ESG is among a limited number of growth areas in the financial services industry, and investors are naturally enticed by the idea that...
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....
This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of publication and may change as subsequent conditions vary. The information and opinions contained in this post are derived from proprietary and non-proprietary sources deemed by BlackRock [Aperio] to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by BlackRock, its officers, employees or agents. This post may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this post is at the sole discretion of the reader.
©2021 BlackRock, Inc. All rights reserved. BLACKROCK is a registered trademark of BlackRock, Inc., or its subsidiaries in the United States or elsewhere. All other marks are the property of their respective owners.