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


ESG Factors Can Indicate Overall Stock Risk, Says AQR  (Pension Online)

How Americans Think About Climate Change In Six Maps (NYT)

Momentum is Building Towards a Snap Forward in Climate Action (Alex Steffen)  

Is the Finance Sector Really Equipped to Assess Climate Risks? (Greenbiz)

We Know Female CEOs Get Paid More, But We Don’t Know Why (HBR)

ESG and Financial Performance: Aggregated Evidence From More Than 2000 Empirical Studies (Journal of Sustainable Finance & Investment)

Corporate Sustainability: First Evidence on Materiality  (SSRN)

Shareholders Ready To Fight For ‘Hard-Won Gains’  (FA MAG)



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.

Click here for more….

Talk to us about ESG investing here

What's been said:

Discussions found on the web
  1. Making Money Online commented on Sep 22

    … [Trackback]

    […] Info on that Topic: […]

Read this next.