report by BlackRock
Results for ""
Sustainable Investing
Performance with principles: How can ESG investing support financial returns?
This piece is approved to use with clients.
When ethical funds were in their infancy, a common assumption was that funds that incorporate ESG characteristics, and in particular those with a strict ethical screen applied, must necessarily involve a trade-off with performance.But over time, the debate about performance has turned on its head. Increasingly, investors recognize the potential financial materiality of issues such as corporate governance, labor management and environmental performance — and history is littered with examples of companies that have neglected these issues and paid the financial price.
Policy and Regulatory Commentary
Working on “Political Time”
As all of Washington – and, in fact, the United States – awaits news from the Capitol confirming that leaders in Congress have formally reached an agreement on another COVID relief bill, an infuriating truth is once again resurfaced.
Portfolio Construction Insights
[Presentation] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
2020 has been an unprecedented and emotionally-charged ride—the most difficult for advisors in over a decade.
Policy and Regulatory Commentary
A Team of Rivals? No
“To me it appears evident that an executive ministry composed of men with the qualifications I have described would speedily restore the credit of government abroad and at home, would induce our allies to greater exertions in our behalf, would inspire confidence in monied men in Europe as well as in America to lend us ⟨those⟩ sums of which it may be demonstrated we ⟨stand⟩ in need from the disproportion of our national wealth to the expenses of the War.”
Policy and Regulatory Commentary
Congress’ Cup Runeth Over
Last week, we discussed midnight regulations – last-minute rulemakings rushed through federal agencies by departing presidents in the twilights of their terms.
Portfolio Construction Insights
Portfolio Diagnostics Report: Shifting Gears
This piece is approved to use with clients.
For traditional fixed income investors, much of the last 40 years have been a relatively enjoyable ride; the 1980s began with double-digit interest rates that have steadily fallen, creating large amounts of bond return and income as well as crisis management along the way. Instead of investors paying a premium for portfolio crisis management, traditional fixed income paid investors that premium.
Policy and Regulatory Commentary
In D.C., It’s Almost Midnight
With more states certifying their 2020 election results this week, President Donald Trump announced that he would allow the official transition to the Biden administration to start.