In this article, the authors explore six quantitative environmental (E), social (S), and governance (G) strategies to provide insights into best practices for ESG portfolio construction. These strategies offer different approaches to the trade-off between desired ESG attributes and investment performance. They conclude that fully understanding the dynamics of these trade-offs will allow investors to select the strategy that best matches their ethical and financial views.
A Concentrated Stock Position Is a Lottery Ticket
by Taotao Cai & Lisa GoldbergAn investor might hold on to concentrated stock for a variety of reasons. A position may carry a substantial tax overhang, or perhaps it has emotional value, representing the fruits of hard work building a successful business. Investors are subject, in greater or lesser degrees, to the “endowment effect,” which is our tendency to...
by Nelli OsterEarlier this year, I had the pleasure of attending GenderSmart’s Investing Summit. One of the topics that was discussed in several sessions was the concept of intersectionality—how gender intersects with other aspects of identity such as...
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