esginvesting
Nearly all (98%) wealth managers and financial advisors say clients are increasing their focus on ESG credentials in their investment portfolios.But 95% say there must be more investment in technology and systems to help them improve their understanding of the ESG and climate risk factors.Increase In Focus On ESG InvestingEnvironmental, social and governance (ESG) issues are at the forefront of investors’ considerations when looking at their portfolios, according to 98% of wealth managers, portfolio managers, financial advisors and financial planners who have seen slight (73% of survey respond...
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BlackRock CEO Larry Fink is evidently keen to avoid ruffling any feathers, adopting a devoutly neutral stance on ESG investing in his 2023 annual letter. Since 2012, the co-founder of the world’s largest fund manager has annually published two letters, addressed to portfolio company CEOs and BlackRock investors, respectively. Each letter highlights the fund manager’s key expectations and describes how BlackRock will engage with companies in the coming year. Q4 2022 hedge fund letters, conferences and more Larry Fink's Stance On ESG Investing"As minority shareholders, it's not our place to be t...
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ESG investing stands for Environmental, Social and Governance, a set of standards designed to foster a new approach to socially conscious investing in an era of global climate change and emerging standards of diversity, inclusion and equality. The movement has run afoul of fossil fuel interests and others claiming that so-called “woke” principles might hamper short-term investment returns. Q4 2022 hedge fund letters, conferences and more For help managing your own investments, including how to use ESG standards, consider working with a financial advisor. New ESG Law ProposalThose opponents inc...
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In his podcast addressing the markets today, Louis Navellier offered the following commentary. China’s economic activity is still contracting based on its official Caixin Purchasing Managers Index (PMI), which slipped to 49 in December, down from 49.4 in November. Analysts at Nomura said, “A large wave of Covid inflections has swept across the country since early December, which resulted in a sharp disruption to mobility, shipment and business activity.” That is the bad news. Q3 2022 hedge fund letters, conferences and more The good news is that as the Chinese population achieves “herd immunit...
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Excerpted fromThe Public Relations Handbook copyright © 2022 by Robert L. Dilenschneider. Reprinted with permission from Matt Holt Books, an imprint of BenBella Books, Inc. All rights reserved. Q4 2021 hedge fund letters, conferences and more Until recently, investors were concerned almost exclusively about a company’s revenues and earnings lines and where those numbers were headed in the future. No more. Interest In ESG InvestingToday, investors are also becoming increasingly interested in a firm’s positive or negative contributions to society, in a process called ESG investing, standing for ...
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Praetorian Capital’s commentary for the third quarter ended September 31, 2021. Q3 2021 hedge fund letters, conferences and more Praetorian Capital's PerformanceDuring the third quarter of 2021, the Praetorian Capital Fund appreciated by 9.85% net of fees. Given the fund’s concentrated portfolio structure and focus on asymmetric opportunities, I anticipate that the fund will be rather volatile from quarter to quarter. During the third quarter, our core portfolio appreciated moderately. Meanwhile, our Event-Driven Book produced a negligibly positive return, which is mostly a reflection of a slo...
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The 2022 proxy season is basically upon us but the momentum of 2021 ensures there will be no shortage of talking points. Q2 2021 hedge fund letters, conferences and more Our Proxy Voting Season Snapshot 2021, released earlier this week by Proxy Insight Online (but free to download by all Insightia readers, subscriber or not), distills some of the seismic changes that we saw last year. Support For ESG IncreasesAmong these, ESG ranked most prominent. On average, support for environmental proposals from all institutional investors disclosing their voting increased by 4.2 percentage points. But fo...
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Of the components that make up ESG investing, the environmental factor is the one gathering most of the attention from the financial sector, regulators, and investors. With wildfires and a heat dome over the US’s Pacific Northwest, the tragic flooding in China, Germany, the Philippines, and Turkey, and the melting of Russia’s permafrost, the urgency of climate change and the threat it poses to societies across the globe are clear and undeniable. The concurrent mobilization of societies and capital is needed now to confront this existential challenge. Q2 2021 hedge fund letters, conferences and...
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The sudden injection of ESG matters into an otherwise straightforward proxy fight at a Nashville-based shoe retailer is a reminder that ESG activism is still a work in progress. Q1 2021 hedge fund letters, conferences and more Legion Partners Target GenescoYesterday, Legion Partners Asset Management took aim at target Genesco Inc. (NYSE:GCO) for trumpeting its actions on ESG and diversity, equity, and inclusion (DEI) over the past year, including the formation of a board subcommittee devoted to ESG. Despite the activist previewing this attack in an investor presentation earlier this week, it r...
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In hisDaily Market Notes report to investors, while commenting on the fed officials talking about tapering, Louis Navellier wrote: Q1 2021 hedge fund letters, conferences and more Traders Are In A Good MoodOne reason that stock market was in a good mood this week was that we tend to rally heading into holiday weekends. In other words, when we are in a good mood, so are investors and that positive feeling seems to rub off on the stock market. In fact, our friends at Bespoke reported that in the past 50 years the S&P 500 has posted an average gain of 0.52% during Memorial Day week with positive ...
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