In anticipation of Uber’s possible 2017 IPO, investors should carefully consider whether the company has the optimal governance structure and leadership team to successfully manage its future growth.
In this report we identify investment opportunities that offer competitive financial returns while helping to address concerns about increasing levels of inequality and income stagnation.
For many investors, the conversation has shifted from how ESG matters (i.e., performance) to where it matters. When ESG matters to an investment factor, that can have material implications for stock selection criteria.
We recently conducted interviews internally with Cornerstone Capital staff and externally with thought leaders in the finance and foundation fields to gather opinions about the nexus of market-based solutions (i.e., traditional for-profit investment via the capital markets) and philanthropy.
The quality of country-level governance affects corporate governance and, thus, firm value. In this report we update our composite index rankings.
The imperative for an effective response to climate change only grows following the hottest year on record. Climate investing faces risks in 2017, particularly from the incoming US administration, but nuanced opportunities exist for positive environmental and social impact coupled with attractive potential returns.
On September 1, 2016, MSCI added Real Estate as a new sector, increasing the number of GICS sectors to 11. The Real Estate sector’s ESG risk profile is likely among the highest of the GICS sectors.
Given the outlook for reflation and reduced regulatory oversight that has taken hold in the US following the recent elections, we are fine-tuning our sector strategy…