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


BlackRock Puts Its Votes Behind Proposals to Get Women on Boards (Bloomberg)

Carbon Prices From L.A. to Paris Jump (Carbon Finance)

A World of Free Movement Would be $78 Trillion Richer (Economist)  

Novel Molecular Structures are a First Step Toward Economical Carbon Capture at a Wide Scale (MIT)

Just 100 Companies Responsible for 71% of Global Emissions (Guardian)

How Responsible Investing Can Appeal to Rebels (Institutional Investor)

PRI Finds Disconnect Between Investors, Ratings Agencies on ESG Factors (Pension & Investments)

Sustainable International-Stock Fund Options Are Growing (Morningstar, Jon Hale, Ph.D., CFA)

Investors Press US SEC for Enhanced Human Capital Disclosures (Chief Investment Officer)



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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