Strategic Investor Engagement: Driving Stewardship for a Net Zero Future
To accelerate net zero objectives, investors are well placed to leverage their voices as asset owners through strategies for deeper engagement and stewardship.
Authored by: Deborah Christie
Investing for Climate Justice: An Intersectional Approach
Climate change and social inequality are two material and systemic risks facing the global economy and investment portfolios over the coming decades. In this paper, we demonstrate the relationship between climate change and social justice, highlight how investors can implement an intersectional approach to climate justice in their portfolios, and outline three steps investors should consider to help ensure our transition to a low-carbon economy is inclusive and just.
Should Clients Consider Diversity When Making Investment Decisions?
Yes, investors should consider diversity in the investment decision-making process, as we expect a diversity of thought and talent will lead to better investment outcomes than a process that ignores this important issue.
Gender Lens Investing: Impact Opportunities Through Gender Equity
With a gender lens framework, investors can positively impact gender imbalances via their portfolio management choices; this paper provides tangible investment themes and implementable strategies.
Practical Considerations for ETF Investing
ETFs offer convenient and, in many cases, economical exposure to a variety of asset classes and investment strategies. However, in some cases investors unaccustomed to ETFs have been negatively surprised by the trading missteps that are possible when transacting these products. In this report, we seek to help investors understand some of the key differences between ETFs and traditional mutual funds by reviewing their mechanics, highlighting sources of tracking error, outlining fee and tax considerations, clarifying market impact, offering a set of key decision points for choosing between an ETF and a mutual fund, and discussing best practices for trading ETFs.
Are Low Volatility Products Attractive Today?
While by some metrics low volatility stocks appear richly valued today, low volatility strategies are still relevant to many investors and can play an important role in portfolio construction.
Alternative Beta Strategies: A “Smarter” Way to Invest in Equities?
Executive Summary Alternative beta indexes strive to aggregate market securities based on objective criteria, weighting them in a way that is not limited to their share price or market capitalization. The weighting factors can include company fundamentals, share price volatility, earnings sustainability, or price momentum, in addition to a naïve equal-weighting approach. Alternative beta strategies,…
Concentrated Stock Portfolios
Executive Summary Many families have significant wealth tied up in the publicly traded shares of a single firm. Concentrated exposure to a single stock—often the family’s original source of wealth—represents a significant risk to the family’s wealth and its future spending and charitable-gifting power. Single stocks, on average, are about 68% more volatile than a…