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ESG / Impact Investing

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Jan 22, 2020 Research Alliance Securitized Fixed Income: A Potent Shield Against ESG Risk—BBH

Securitized assets make up over a quarter of the U.S. fixed-income market, yet are an often overlooked opportunity for enhancing risk-adjusted yield while managing environmental, social, and governance (ESG) exposure in a fixed-income portfolio.

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Dec 30, 2019 Research Alliance What’s the Difference Between Positive and Negative ESG Screens?—Parametric

Positive screens include good companies, and negative ones exclude bad companies, right? Discover why they’re really just two sides of the same coin.

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Oct 22, 2019 Research Alliance Passive Voice: As Index Investing Grows, So Does Active Ownership—Parametric

As assets continue to flow from active management to index investing, passive shareholders will still hold companies to account.

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Sep 05, 2019 Research Alliance ESG Investing in Emerging Markets: Proceed with Caution—Parametric Portfolio Associates

Emerging market companies have different standards for ESG issues. What does this mean for investing in emerging markets if you’re a responsible investor?

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Aug 29, 2019 Research Alliance What Sustainability Means to Us—Artisan Partners

For us, sustainability is about the future and implies success over time.

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Jul 25, 2019 Research Alliance Can Socially Responsible Investors Raise the Tide for All Investors?—Parametric

Does responsible investing help or hurt returns? We get this question a lot. But there’s another, perhaps more interesting, question that’s also worth exploring.

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Apr 11, 2019 Research Alliance Faith-Based Investing—Parametric Portfolio Associates

Whether you approach investing with a faith-based lens or not, your long-term goals are likely not all that different. Here’s why.

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Mar 07, 2019 Research Alliance What Investors Can Do About Human Trafficking—Parametric Portfolio Associates

Modern-day slavery. Forced labor. Whatever you call it, human trafficking is a stubborn problem to solve. But investors can help—and keep it out of their portfolios.

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Jan 31, 2019 Research Alliance 2019 Responsible Investing Outlook: Generation ESG—Parametric Portfolio Associates

When it comes to socially responsible investing, demographics are increasingly becoming destiny.

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Dec 20, 2018 Research Alliance For ESG Investors, Is Active Better Than Passive?—Parametric Portfolio Associates

Contrary to what some may think, investing according to your ethical principles doesn’t require an active manager. In fact, there are two distinct advantages for socially responsible investors who adopt a passive strategy.

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