This week, the SEC announced something that almost seems unthinkable, for a US agency: proposed regulations requiring public companies to disclose information about any climate-related risks that could affect their operationsx
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As ESG investing becomes more common, proxy voting matters have become more important. Decades ago, money managers would argue that they didn’t need to vote proxies; they would just sell the stock if they didn’t like what management was doing. Of course, that was never realistic
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The following report is provided free each week by McAlinden Research Partners exclusively to members of Hedge Connection. Today’s issue cluster focuses on Utilities
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In a recent interview, PGIM’s head of thematic research expanded on some of the aspects of that company’s recent report on climate change. The report emphasized that climate change is a fact, not a hypothesis, and that since the associated risks are only imperfectly reflected in the price of assets, this fact creates investment opportunities
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The interest in ESG initiatives is picking up at numerous pensions and endowments, but how do investors handle the ‘S’ or social element of ESG?
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