Values-Aligned Investing by Mark Bateman March 9, 2018
The last few weeks have been busy for policy changes by retail stores in the U.S. Walmart, Dick’s Sporting Goods, and Kroger all changed policies regarding their sale of firearms. These announcements offer...
Values-Aligned Investing by 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 available...
Values-Aligned Investing by Lisa Goldberg 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 quantitative firm that uses risk models...
Values-Aligned Investing by Patrick Geddes June 27, 2017
In its paper "Investment governance and the integration of environmental, social and governance factors," the Organisation for Economic Co-operation and Development (OECD) weighs in on the issue of ESG factors as they relate to...
Values-Aligned Investing by Mark Bateman 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 (ESG) data...
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