Sustainable investing industry jargon can be challenging. Certain terms may seem straightforward but are more complex if you look deeper. Over the past three weeks, our ESG Practice Playbook has been covering some fundamentals, which we would… Read more »
While the EU and other jurisdictions have been pressing ahead with ESG policy and regulations aimed at creating market clarity, the SEC has been way behind. However, recent developments demonstrate that a U.S. catch up… Read more »
More and more countries and individual businesses are making Net Zero commitments, moving beyond carbon neutrality to removing human-induced CO² emissions from the atmosphere. Carbon neutrality and net zero emissions are often used interchangeably, but there… Read more »
The U.S. is now officially back in the Paris Agreement. Messages coming from the government on climate change are strongly worded, but it’s still early days in terms of tangible actions. As The New York Times noted,… Read more »
We are featured in Refinitiv’s latest publication of ESG trends. In it, Jeff reiterates his view that we are facing a significant repricing driven by climate change that will impact multiple asset classes. As always, we encourage… Read more »
While interest in sustainability and ESG is on the rise within the financial services and broader investor community, corporate boards are lagging. In a Harvard Business Review article, Tensie Whelan, Clinical Professor for Business and Society… Read more »
As one year closes and another starts, financial services firms memorialize their economic and market expectations for the upcoming year. Over the last few weeks, we’ve reviewed several papers and news items, and talked to… Read more »
Jeff recently chatted with Julie Cooling, CEO of RIA Channel, about our SMART Climate UMA and why there is more alpha potential available in a UMA (Unified Managed Account) comprised of SMAs (Separately Managed Accounts), as… Read more »
Have you ever noticed that the words listen and silent are spelled with the same letters? Perhaps this is no accident, because in many ways, they mean the same thing. Have you ever talked to… Read more »
As if the U.S. Federal Reserve did not already have enough on its plate heading into its meeting on interest rates this week, chaos deep inside the plumbing of the U.S. financial system has thrown… Read more »