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ESG / Impact Investing

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

Dec 10, 2018 Research Alliance Five Simple Principles of Sustainable Investing—OppenheimerFunds

Keeping a big picture focus is essential to moving toward a more sustainable future.

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Nov 29, 2018 Research Alliance Socially Responsible Investing: What’s in Your Portfolio?—Parametric

You may have stated ESG goals for your portfolio, but do your holdings actually match them? Without proper reporting, it can be hard to know. Here are three things to look for.

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Nov 05, 2018 Research Alliance Do ESG Screens Hurt Returns?—Parametric Portfolio Associates

What’s the effect of socially responsible investing on portfolio performance? Turns out, applying ESG screens doesn’t mean sacrificing returns. Here’s why.

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Aug 27, 2018 Research Alliance Bridging the Generation Gap—Parametric Portfolio Associates

Younger generations are increasingly asserting their responsible-investing principles. Their parents may or may not like what it means for the family’s portfolio. Is there a way everyone can win?

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Jul 24, 2018 Research Alliance Overcoming the Challenges of ESG—American Century Investments

Incorporating ESG factors into portfolios can be challenging because of differing terminology, rating methodologies, and disclosure standards.

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Jul 12, 2018 Research Alliance Monetizing Innovation in Emerging Markets—OppenheimerFunds

We look to emerging markets to capitalize on tomorrow’s transformation.

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Jul 05, 2018 Research Alliance A Closer Read of the DOL’s ESG Guidelines—Parametric Portfolio Associates

Can fiduciaries take ESG factors into account when they invest plan funds? Many interpreted the Department of Labor’s April bulletin as a firm no. But the answer isn’t quite that simple. In our latest blog post, we get beyond the headlines and explore the deeper question that lies at the heart of the debate.

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Jun 25, 2018 Research Alliance Muni ESG Investing: Are All Muni Bonds "Green?"—Eaton Vance

We see increasing opportunity within the municipal bond market for investors interested in purchasing bonds according to ESG principles to invest with meaningful social and environmental impact.

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Jun 25, 2018 360 Views Webinar Replay: Implementing ESG Strategies

Hear a replay of AdvisorIntelligence's 360 Views Webinar on implementing ESG strategies featuring speakers from OppenheimerFunds and Parametric Portfolio Associates, moderated by Litman Gregory's Chad Perbeck, CIMA®.

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May 24, 2018 Research Alliance Proxy Moxie—Parametric Portfolio Associates

For ESG-conscious shareholders, voting by proxy is a key way to make your voice heard by company management about its approach to everything from executive compensation to sustainability practices. But how exactly does proxy voting work?

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