ESG Links: Allocating with Purpose


Due to client demand, Ritholtz Wealth Management has created an ESG version of our classic asset allocation models, known as the Portland Portfolio. Research shows that high net worth families are increasingly interested in directing their investable assets toward companies with good records on Environmental, Social and Governance issues.

Please enjoy the below reads, curated by our in-house ESG expert, Joey Fishman. And if ESG investing is something you’d like to learn more about, talk to us here


Larry Fink’s Annual Letter To CEOs  (Bloomberg)

How Will ESG Change Under Trump? (ThinkAdvisor)

State Street Asks Boards to Disclose More on Climate Preparation (Bloomberg)  

Green Bonds Rise As Tool for Water Infrastructure, Resilience (Bond Buyer) but see also;

Green Bonds Gain Momentum But Barriers To Growth Remain – (Reuters)

Bribery And Corruption At Sea Ports Add Hidden Costs To Doing Business (SSAB)

ESG Image Problem – (CIO)

Steps Remain To Fully Integrate ESG – (Pension & Investments)

Shooting Yourself In The Foot With Socially Responsible Investing (Alpha Architect)

How You Can #Resist … With Your Portfolio (The Reformed Broker)




Examples of ESG incorporation strategies can be summarized as follows:

Positive/best-in-class: Investment in sectors, companies or projects selected for positive ESG performance relative to industry peers. This also includes avoiding companies that do not meet certain ESG performance thresholds.

Negative/exclusionary screening: The exclusion from a fund or plan of certain sectors or companies involved in activities deemed unacceptable or controversial.

ESG integration: The systematic and explicit inclusion by investment managers of ESG factors into traditional financial analysis.

Impact investing: Targeted investments, typically made in private markets, aimed at solving social or environmental problems.

Sustainability themed investing: The selection of assets specifically related to sustainability in single- or multi-themed funds.


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Talk to us about ESG investing here


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