Impact Investing


OCTOBER 2018

ESG and Impact Investing: Q3 2018 News Highlights

Institutional investor interest in incorporating environmental, social, and governance (ESG) factors into investment decision making continues to grow. Callan reported that 43 percent of U.S. institutional investors surveyed in 2018 incorporate ESG information into their decisions, up from 22 percent five years ago.

AUGUST 2018

Exploring Faith-Based Investing at the Vatican Impact Investing Conference

Alex Paul, managing director, portfolio management, attended the Vatican Conference on Impact Investing in Rome, which explored the role that values-based and faith-based investing can play in addressing challenges important to both the Catholic Church and the global community.

JULY 2018

ESG and Impact Investing: Q2 2018 News Highlights

The media continues to focus more attention on gender and ethnic diversity in the leadership of public and private companies, though the gaps in representation for women and minorities remain large.

JULY 2018

Quality and Values-Based Investment Analysis: More Similarities than Differences?

While the terminology used by ESG and quality investors differs, they all share the common objective of finding companies that can sustain and grow their competitive positions.

JUNE 2018

Lies, Damned Lies, and Statistics

Metrics such as a the newly developed “Marx Ratio” can be helpful components to ESG measurement, but they can also be overly simplistic. It’s time for investors to be equipped with a broad array of metrics to evaluate ESG factors.
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