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


Virtue is its Own Reward: Or, One Man’s Ceiling is Another Man’s Floor (Cliff Asness / AQR)

America’s Cars Are Suddenly Getting Faster and More Efficient (Bloomberg)

More CEOs Are Getting Forced Out For Ethics Violations (WAPO)

Climate Shareholder Proposal Passes At Occidental Petroleum (FA-MAG)

The Price Clients Pay for SRI/ESG Investing (Advisor Perspectives)

Non-Financial Wants and the Rise of ESG Investing (Abnormal Returns)  

Which Countries Destroy the Environment the Most (and Least)? (Price Economics)

Can Meadows Rescue the Planet from CO2? (Scientific American)




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

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