Volume and Velocity: These may well be the key characteristics of developments in corporate sustainability and in sustainable investing in the year 2018 -- MSCI and BlackRock Setting the Pace... Bigger, faster, more...this is how Linda-Eling Lee, Global Head of Research for MSCI’s ESG Research Group and her colleague Matt… Read More
THE UNIVERSE OF ESG RANKERS SERVING INSTITUTIONAL INVESTOR CLIENTS EXPANDS to Include a Significant Player: Institutional Shareholder Services (ISS)
January 16, 2018
ISS’ Traditional Corporate Governance Focus Expanding to Encompass Environmental & Social QualityScores for Roughly 1,500 Public Companies Coming in January…And Expanding to 5,000 Issuers in Q2 A significant new player is now entering the universe of the growing number of third-party organizations providing institutional investors with ESG rankings and data… Read More
FINANCIAL ANALYSTS & CORPORATE ESG EVALUATION — The CFA Institute Provides Guidance For Analyst & Investment Professionals
January 6, 2018
The CFA Institute mission is to “…lead the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society.” The Institute has a number of credentialing programs, such as the Chartered Financial Analyst (CFA); this is the hiring standard for 31,000… Read More
INVESTORS FOCUS ON CLIMATE CHANGE, GHG EMISSIONS at Fossil Fuel Companies – and Other Public Companies Beyond the Energy Sector
January 6, 2018
A growing number of institutional investors are focused on “De-carbonizing” their investment portfolios – New York City Pension Funds in the Lead... But the issues are not clear-cut, and the debate goes on among key players in the capital markets…on the investor and corporate sides. One of the leaders of… Read More
CORPORATE PENSION PLANS – SECURE OR NOT? When the Pension Benefit Guaranty Corporation May Step In & How Companies Are Affected
January 5, 2018
This brief is about Corporate Pension Plans – Employee Retirement Security – and the role of the PBGC Guarantee Agency of the Federal Government in the protection of certain pension plans… And what happens when corporate plans fail and PBGC steps in… Put this in the Risk Management file. Almost… Read More
IS YOUR COMPANY’S KEY DATA & “SECRET SAUCE” SAFE? Pssst! Foreign Entities Are Snooping…
December 6, 2017
A Management Brief - For Various Functions Within Your Company Addressing the Risks for U.S. Companies -- A Trio of Experts Look at China's Organized Cyber Espionage, and Impacts on Trade, Tech Transfer, Strategic Advantage...and Other Concerns for Multinationals "Cybersecurity" is an important buzzword now among stakeholders -- investors, customers,… Read More
FROM OEKOM RESEARCH: Global Companies Pay Close Attention to Third Party Sustainability Rankings, Ratings — And Adjust Strategies Accordingly
November 21, 2017
Issue 4.1 It's a question often raised by boards and senior executives, posed to the management team members: What is the impact, if any, of third-party sustainability rating agencies on our position in the capital markets? Oekom, the global sustainability research organization, has been asking that question annually since 2013. And… Read More
CDP’S GLOBAL SUPPLY CHAIN PROGRAM: Making a Difference For Member Companies, Their Global Supply Chain Partners — and Key Investors
October 19, 2017
Issue 3.4 "The New World Order" and Your Company's Global Supply Chain Responsibility Today, we often speak of "globalization" and "global sourcing" and so on without much thought about how we got here -- it is encouraging to see what a growing number of companies are doing to "more responsibly manage"… Read More
The Authoritative Barron’s Magazine Now Sets the Pace: Sustainable Investing Is a Powerful Force in Today’s Capital Markets, So Say The Editors
October 10, 2017
Important update: February 4, 2018 -- see end of this brief for details. About Barron's It's the "bible" for Wall Street professionals, who take in the print and digital content (usually over the weekend) to find out more about the markets -- and then plunge into the serious work on… Read More
Update: ISS Sold Again — Institutional Shareholder Services Will Have New Owner in 4Q 2017
October 2, 2017
In August 2017, we provided subscribers with information on key raters, rankers, scorekeepers in the ESG categories. One prominent firm of long-standing is Institutional Shareholder Services (ISS).. The firm advises institutional investors -- including many "universal owners" such as public employee pension funds and organized labor funds that represent the… Read More
TRACKING ESG RATINGS PLAYERS INFLUENCING THE CAPITAL MARKETS…Are These Organizations Watching Your Company?
August 31, 2017
Helping you keep track of the ESG / Sustainability third party analytics service providers assigning Scores, Ratings, Rankings, and Best-in-Class recognitions to Publicly-traded Corporations. This is a feature that will be regularly updated as developments warrant. There is a lot of change going on in this space. BACKGROUND There is… Read More
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