Value Investing Goldman Sachs’s Third-Quarter Profit Soars |
- Goldman Sachs’s Third-Quarter Profit Soars
- Failure to Impact - Are ESG Funds Delivering on Investor Ambitions
- Summers Value Partners stock presentation on Emisphere Technologies (EMIS)
Goldman Sachs’s Third-Quarter Profit Soars Posted: 14 Oct 2020 07:07 AM PDT |
Failure to Impact - Are ESG Funds Delivering on Investor Ambitions Posted: 14 Oct 2020 01:56 PM PDT Most ESG investors have high aspirations, and addressing climate change is chief among them. There's only one problem: Passive ESG funds don't allocate to the companies that will have any real influence. ESG strategies typically avoid stocks of companies with a heavier carbon footprint, but those are the very businesses that will supply the raw materials for renewable technologies to enable a carbon neutral transition. In our latest research brief, we provide a new investment solution to investors wanting to affect positive environmental change. Our paper proposes allocating to the real asset industries on which a carbon neutral transition depends, but allocating in a way that rewards those companies who will be a fundamental part of that transition, and/or who are evolving to dramatically reduce their emissions. Within the brief we explore:
Link to full report [link] [comments] |
Summers Value Partners stock presentation on Emisphere Technologies (EMIS) Posted: 14 Oct 2020 01:48 PM PDT |
You are subscribed to email updates from Security & Investment Analysis. To stop receiving these emails, you may unsubscribe now. | Email delivery powered by Google |
Google, 1600 Amphitheatre Parkway, Mountain View, CA 94043, United States |
No comments:
Post a Comment