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


Stakeholder Engagement: Increasing Employee Productivity by 30 percent (Greenbiz)

Investing With ‘Green’ Ratings? It’s a Gray Area (NYT/Reuters); see also High ESG Performance Translates Into High Financial Performance (Forbes)

Cities Looking to ‘Green Banks’ to Help Fund Sustainable Infrastructure (Citiscope)  

Exxon’s Supports Carbon Tax and a Negotiated Surrender (Vox)

It’s Going to Be a Bumpy Flight (Big Think)

Helping Investors Understand the Importance of ESG (Forbes)

I Worked on the EPA’s Climate Change Website. Its Removal is a Declaration of War (WAPO)

Renewables are at a Tipping Point (CSR)



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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References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

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