Leslie Norton, editorial director for sustainability at Morningstar, recently sat down with Jeff to discuss climate-focused portfolios and the potential implications of the recent election for climate and sustainable investing. Regardless of political affiliation and… Read more »
News + Insights
Q3 / Q4 2024 Market Outlook: The Adaptation Thesis
Written by Adam Bernstein, ESG/Impact Analyst The world is witnessing a paradigm shift as climate risk is increasingly priced across asset classes. Hurricanes, typhoons, wildfires, and droughts are not just natural disasters; they are now… Read more »
NYSE Climate and Capital Conference Replay
On September 26th, during Climate Week NYC, we held our third annual Climate & Capital Conference at the New York Stock Exchange, in partnership with ICE, Accenture, and Fintech.TV. This year’s conference focused largely on… Read more »
Q3 / Q4 2024 Market Outlook Webinar: Wednesday, October 30th @ 2:00 – 3:00 PM ET
Climate Risk Pricing Across Asset Classes: A New Paradigm for Asset Allocation As climate risk becomes more evident, its pricing is rapidly reshaping a wide range of asset classes, including real estate, corporate bonds, and… Read more »
The Chip Industry, Climate Week NYC, and Hurricane Helene
The last several weeks have been very busy ones for us, and we apologize for being out of touch, but given the time since our last communication, we have several interesting things to share. Firstly,… Read more »
Global Warming, Unemployment, and Investment Implications
There are a wide range of potential economic consequences due to global warming, including its impact on unemployment rates. A December 2023 study from ScienceDirect noted that countries between 20 – 40 degrees latitude will likely experience… Read more »
Direct Indexing vs. Our Climate UMA
Especially when considering climate, active management differs from passive investing in many ways. While both approaches can include negative screening and passive strategies, the active approach we take with our Climate UMA Solutions offers several… Read more »
Q2 2024 Market Outlook: The Addition Economy
Meeting the Markets Where They Are by Adam Bernstein, Impact Analyst Over the past few years, many people in the investing world have been talking about what is sometimes referred to as a transition economy…. Read more »
Floods, Fires, Heat, Hurricanes, and Tornadoes
We strongly believe that the dramatic climate changes and increasing extreme weather events we are experiencing will greatly affect the financial markets and cause corporations and institutions to rethink their climate mitigation and adaptation strategies… Read more »
The Overturning of Chevron Deference
As most of you likely know, the U.S. Supreme Court recently overturned Chevron Deference, a decades long practice of federal courts deferring to federal agencies’ interpretations of ambiguous statutes. The implications of this decision may… Read more »