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ESG / Impact Investing

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

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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Oct 17, 2019 Research Alliance Women in Leadership: A Look at Global Corporate and Political Trends—Eaton Vance

How strong is the correlation between innovation and gender-diverse management teams? See this new post from Calvert.

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Oct 08, 2019 Research Alliance Global Water Stress Reaching High-Water Mark—Eaton Vance

Calvert’s Jade Huang and Yijia Chen discuss the firm’s solutions-oriented approach for evaluating near- and longer-term water risk.

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Oct 01, 2019 Research Alliance For Asset Managers, Actions Must Speak Louder than Words on Climate Change—Eaton Vance

Calvert’s Stuart Dalheim on using proxy power to send a message corporate leadership needs to hear.

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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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Sep 04, 2019 Research Alliance Sustainable Funds Start Strong in 2019, Morningstar Reports—Eaton Vance

U.S. sustainable mutual funds and exchange-traded funds (ETFs) are off to an impressive start for the first half of 2019 and momentum for ESG investing appears here to stay.

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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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Aug 13, 2019 Research Alliance Calvert Responsible Index Series Reconstitution Report—Eaton Vance

The Calvert Responsible Index Series includes five indexes that offer exposure to companies in various parts of the capital markets that meet the Calvert Principles for Responsible Investment. This update summarizes the key adjustments to the index methodologies made at the June 2019 reconstitution and the largest changes to each of the five indexes between June 2018 and June 2019.

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Aug 09, 2019 Research Alliance Proxy-Voting Trends and Investor Impact—Eaton Vance

How are investors using their proxy vote to exert influence on companies today? See the latest Advisory Blog post from Calvert’s Shirley Peoples.

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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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