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


It Took the Worst of Trump to Bring Out the Best in Corporate America (WAPO)  

Wind and Solar Power are Saving Americans an Astounding Amount of Money (Vox)

Rockefeller Foundation Seeks to Expand Environmental Bonds (Bloomberg)

The Emerging Market of Green Bonds (Neighborly)

For Food-Waste Recycling is Key (MIT)

Sustainable Funds Start to Perform (Morningstar)

Some Asset Managers Ban Investments in German Carmakers (Irish Times)

Vanguard Gets More Aggressive on Corporate Climate Risk (BNA)

For Want of a Drink (Economist)

Companies Still Struggling to Quantify the Impacts of Sustainability (Ethical Corp)

Mike Bloomberg’s New Frontier For Fighting Climate Change: Coral Reefs (Forbes)

Evidence of Climate Change Abounds Amid Extreme Weather in the Pacific Northwest (WAPO)

Scott Pruitt’s Crimes Against Nature (Rollingstone)

Negative Birth Outcomes Linked to Air Pollution Exposure Early in Pregnancy (ScienceMag)

Latest Carbon Capture Projects Look Encouraging (Bloomberg)

How to Quantify Sustainability’s Impact on Your Bottom Line (HBR)

Mapping The Potential Economic Effects Of Climate Change (NPR)

Coffee Versus Climate Change (Ars Technica)

The Sustainable Exchange-Traded Universe Continues to Expand (Morningstar / Jon Hale)

California Proves That Environmental Regulations Don’t Kill Profits (Wired)



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

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

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.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here:

Please see disclosures here.

What's been said:

Discussions found on the web
  1. commented on Sep 22

    … [Trackback]

    […] Information on that Topic: […]

  2. used suvs commented on Sep 30

    … [Trackback]

    […] Read More here to that Topic: […]

  3. 메이저놀이터 commented on Dec 12

    … [Trackback]

    […] Info to that Topic: […]

  4. rolex replica commented on Dec 31

    … [Trackback]

    […] Find More on that Topic: […]

  5. bmo compte en ligne commented on Jan 10

    … [Trackback]

    […] There you will find 86256 more Info on that Topic: […]

  6. What is DevSecOps commented on Jan 17

    … [Trackback]

    […] Here you can find 20114 additional Information on that Topic: […]

  7. Brother FAX-921 manuals commented on Jan 21

    … [Trackback]

    […] Find More to that Topic: […]