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.
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.
I’m a New York City-based financial advisor at Ritholtz Wealth Management LLC. I help people invest and manage portfolios for them. For disclosure information please see here.
Get a Full Investor Curriculum: Join The Book List
Every month you'll receive 3-4 book suggestions--chosen by hand from more than 1,000 books. You'll also receive an extensive curriculum (books, articles, papers, videos) in PDF form right away.
… [Trackback]
[…] Find More on that Topic: thereformedbroker.com/2017/03/02/esg-links-allocating-with-purpose-7/ […]
… [Trackback]
[…] Here you will find 24387 more Info on that Topic: thereformedbroker.com/2017/03/02/esg-links-allocating-with-purpose-7/ […]
… [Trackback]
[…] Find More Info here on that Topic: thereformedbroker.com/2017/03/02/esg-links-allocating-with-purpose-7/ […]
… [Trackback]
[…] Find More Info here on that Topic: thereformedbroker.com/2017/03/02/esg-links-allocating-with-purpose-7/ […]
… [Trackback]
[…] Find More on on that Topic: thereformedbroker.com/2017/03/02/esg-links-allocating-with-purpose-7/ […]
… [Trackback]
[…] Find More here to that Topic: thereformedbroker.com/2017/03/02/esg-links-allocating-with-purpose-7/ […]
… [Trackback]
[…] There you can find 83084 more Information to that Topic: thereformedbroker.com/2017/03/02/esg-links-allocating-with-purpose-7/ […]
… [Trackback]
[…] Find More on that Topic: thereformedbroker.com/2017/03/02/esg-links-allocating-with-purpose-7/ […]
… [Trackback]
[…] Here you can find 6993 more Info to that Topic: thereformedbroker.com/2017/03/02/esg-links-allocating-with-purpose-7/ […]
… [Trackback]
[…] Here you can find 81168 more Information on that Topic: thereformedbroker.com/2017/03/02/esg-links-allocating-with-purpose-7/ […]
… [Trackback]
[…] Info to that Topic: thereformedbroker.com/2017/03/02/esg-links-allocating-with-purpose-7/ […]