ESG & Impact Investing
Values-aligned finance
This 7-part series covers values-aligned investing approaches. Topics include Negative Screening, Positive Screening, Impact Measurement, Greenwashing, ESG Fund Fees, Community Investing, Shareholder Activism, Divestment Scenarios.
Articles in this series
Negative Screening: Avoiding Tobacco, Weapons, Etc.
Negative Screening: Avoiding Tobacco, Weapons, and More ========================================================= The oldest form of values-aligned investing is negative screening—excluding...
Positive Screening: Renewable Energy Leaders
Positive Screening: Renewable Energy Leaders ============================================ Positive screening—also called best-in-class screening or thematic investing—takes the opposite approach...
Impact Measurement: The Problem with Greenwashing
Impact Measurement: The Problem with Greenwashing ================================================== The ESG fund market has grown to trillions of dollars in assets under management. The marketing...
ESG Fund Fees: Do You Pay a Premium?
ESG Fund Fees: Do You Pay a Premium? ====================================== In 2010, an investor wanting to align their equity portfolio with environmental and social values had a narrow choice of...
Community Investing: CDFIs and Credit Unions
Community Investing: CDFIs and Credit Unions ============================================ Community investing is the form of values-aligned finance with the most direct, traceable connection...
Shareholder Activism: Proxy Voting as an Individual
Shareholder Activism: Proxy Voting as an Individual ==================================================== Owning shares in a public company is not a passive relationship. Shareholders are legal...
Divestment Scenarios: Does It Actually Change Behavior?
Divestment Scenarios: Does It Actually Change Behavior? ======================================================== Divestment campaigns—organized efforts to pressure institutional investors to sell...