Posts and Newsletters

Perspectives on impact investing and ESG-related questions
Which country shows the answer for EV adoption?
Which country shows the answer for EV adoption?
EV adoption is possible with reliable chargers, the proxy season is ugly for climate, biodiversity credits are evolving
Read More
Is oil and gas really committed to decarbonizing?
Is oil and gas really committed to decarbonizing?
At CERAWeek, the commitment to the energy transition seemed to be losing, rather than gathering, strength | Oil and gas in Alaska | IRA's bold vision vs regulation and labor constraints | SVB's failure | Proxy season preview
Read More
Political realities of climate change | Diversity in PE
Political realities of climate change | Diversity in PE
Federal action leads with IRA but cities and states working to do more | Environmental justice stymied by ownership requirements for EV school bus transitions | PE has a retention/promotion problem not a pipeline problem
Read More
Water: An Opportunity for Impact
Water: An Opportunity for Impact
Opinions vary on the role of private capital in the supply of water. With appropriate guardrails, opportunities for impact, and solid returns, exist.
Read More
ESG and Investment Performance
ESG and Investment Performance
An update to the 2015 meta-study of 2000 earlier articles by NYU Stern | Rockefeller looks at Leaders and Improvers | London Business School looks at ESG disclosure in private equity | Investment Metrics on diverse teams, and Fidelity on the investment results of their retail clients, by gender
Read More
What to Expect at COP 27
What to Expect at COP 27
A Carbon Tracker chart to show….world is off track for mitigation targets | Progress in power generation, among other places, means 4 degrees by 2100 could be a maximum | Public complacency is still a risk - as public concern may have peaked | The case for climate reparations
Read More
ESG and impact strategies – and their returns
ESG and impact strategies – and their returns
A stronger focus on sustainability (environmental and social) is linked to stronger financial performance - especially at the level of individual companies. The evidence is less clear that investment products marketed as ESG-aligned outperform broader market benchmarks. At least three things help explain this inconsistency.
Read More
Do ESG Investors Stick Around?
Do ESG Investors Stick Around?
Flows data suggest ESG assets are stickier | US Strategic Petroleum Reserve's replenishment plan: a boon to the oil industry | The fashion industry's giant water habit | Slowing VC activity in alternative proteins
Read More
Tesla’s E and S link
Tesla’s E and S link
The key to EVs: sourcing key metals directly can help with traceability | The tradeoffs of divest vs. invest | Shell's partnership with ABB: 2.5 million chargers by 2030 | Tesla's plan to source EV metals directly from mines...and it's now more profitable than GM or Ford | Google's Earth Day images of Greenland over time
Read More
Quantifying the ‘S’: Gender Equity Metrics in the Workplace
Quantifying the ‘S’: Gender Equity Metrics in the Workplace
What metrics can companies use to measure the experience of women in the workplace more consistently? We take stock of the current state of measurement by evaluating the current parties involved in reporting, and then present a suite of metrics, drawn from Wharton’s Four for Women initiative, that companies can use to collect and report.
Read More
Emissions Must Peak by 2025
Emissions Must Peak by 2025
...and be cut by 45% by 2030 to stay sub-1.5 degrees | IPCC Working Group II: Distinctions between 'E' and 'S' can be a false dichotomy | IPCC Working Group III: "It's now or never" | Greenwashing continues? HBR article reviews work from University of Chicago, which finds high-ESG-rated mutual funds don't outperform, and an unrelated survey finds companies in ESG portfolio have worse labor and environment compliance records | Asian debt is exposed to ESG risks
Read More
Newsletter: ESG and Bonds
Newsletter: ESG and Bonds
ESG factors can help explain 1 in 4 potential bond downgrades says a recent study by S&P | Positive ESG ratings do not mean carbon free | Morgan Stanley study shows that bonds with rigorous sustainability targets tend to have superior price performance a month after an offering | Green real easts starts to see a "green premium"
Read More

ESG Investing Fundamentals: Self-Paced Course

Join hundreds of other finance professionals in developing fluency in ESG themes with our 13-module interactive and self-paced course.
FIND OUT MORE
New York | Menlo Park
© 2020-2022 Impact Delta
magnifiercross