HOME     Research   ESG / Impact Investing

ESG / Impact Investing

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

Feb 18, 2019 Research Alliance How We Did It: Barron's Top 100 Sustainable Companies —Eaton Vance

For the second consecutive year, Barron's asked Calvert to identify companies showing leadership in addressing the environmental, social, and governance (ESG) risks relevant to their operations.

Read more
Feb 01, 2019 Research Alliance ESG Investing: What Comes Next?—OppenheimerFunds

We believe 10 trends will shape the future state of sustainable investing.

Read more
Jan 31, 2019 Research Alliance 2019 Responsible Investing Outlook: Generation ESG—Parametric Portfolio Associates

When it comes to socially responsible investing, demographics are increasingly becoming destiny.

Read more
Dec 20, 2018 Research Alliance For ESG Investors, Is Active Better Than Passive?—Parametric Portfolio Associates

Contrary to what some may think, investing according to your ethical principles doesn’t require an active manager. In fact, there are two distinct advantages for socially responsible investors who adopt a passive strategy.

Read more
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.

Read more
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.

Read more
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.

Read more
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?

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

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

Read more
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.

Read more


Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.