Our Research team produces in-depth thematic and sector reports, connecting environmental, social and governance issues with industry and equity market analysis to identify investment opportunities and risks at the sector level. Our equity strategy work informs our asset allocation decisions, and we use our thematic work to engage asset managers in an ongoing dialogue on critical investment issues.
October 12, 2020
Quarterly Market Update and Outlook: Many Moving Parts

Quarterly Market Update and Outlook: Many Moving Parts

Fourth Quarter 2020 Executive Summary:  Volatility in financial markets could well rebound as Q4 progresses, given the combination of a potential resurgence of Covid-19 and the upcoming election, which may be…

October 7, 2020
Climate Determinants — Human Health
Clean Water and SanitationSustainable Cities and CommunitiesClimate ActionLife on Land

Climate Determinants — Human Health

The climate crisis is fueling a human health emergency. Numerous climate-sensitive health risks are scientifically established: Heat waves can cause illness and death; Smog, ozone, and allergenic pollen cause respiratory…

September 16, 2020
Climate Determinants — Financial Services
Climate Action

Climate Determinants — Financial Services

Climate change is everything. This is the first in a planned series highlighting the pervasive impacts of climate change across all facets of our global society. Not only is climate change…

August 12, 2020
Investing to Advance Racial Equity: Second Edition
No PovertyDecent Work and Economic GrowthReduced InequalitiesSustainable Cities and CommunitiesPeace, Justice and Strong InstitutionsPartnerships for the Goals

Investing to Advance Racial Equity: Second Edition

Since we published the first edition of this report in 2018, there has been a widespread increase in the general public’s awareness about structural racism and the many ways people of color have been systematically…

July 22, 2020
Quarterly Market Update and Outlook: Incrementally More Positive

Quarterly Market Update and Outlook: Incrementally More Positive

Third Quarter 2020 Executive Summary: With most asset classes having recovered from the intense volatility that occurred in financial markets at the onset of the COVID-19 virus, we see select opportunities…

July 8, 2020
Women Entrepreneurs:  Foundational to Economic Recovery
Gender EqualityDecent Work and Economic Growth

Women Entrepreneurs: Foundational to Economic Recovery

Executive Summary The creation of small businesses boosts economic growth by introducing new products, services, and technologies into the economy. Most importantly, it provides new job opportunities, challenges existing firms,…

May 5, 2020
Investing in the Future of Work
Quality EducationDecent Work and Economic GrowthIndustry, Innovation and Infrastructure

Investing in the Future of Work

The future is specialized. The rise of artificial intelligence (AI) is affecting the professional job market in much the same way automation and robotics impacted production and service jobs over the past…

April 17, 2020
Implications of COVID-19 for the U.S. Economy and Capital Markets

Implications of COVID-19 for the U.S. Economy and Capital Markets

The COVID-19 pandemic and the corresponding uncertainty in the financial markets necessitate a different approach to our Quarterly Market Update and Outlook. Importantly, COVID-19 is a health issue first and an economic issue second.…

January 17, 2020
Quarterly Market Update and Outlook: 2020 – Many Moving Parts

Quarterly Market Update and Outlook: 2020 – Many Moving Parts

The combination of (i) a phase one trade agreement with China, (ii) the enactment of the USMCA trade agreement, (iii) an accommodative Fed, and (iv) possible fiscal stimulus ahead of the 2020 election has the…

December 10, 2019
Fighting the Sixth Mass Extinction
Climate ActionLife Below WaterLife on Land

Fighting the Sixth Mass Extinction

Human activities are causing a climate crisis, which is increasingly responsible for pushing various species of animals and plants closer to the edge of global extinction. These include “keystone species” that have disproportionately…

October 23, 2019
Intentional Design: Embracing the Circular Economy
Decent Work and Economic GrowthIndustry, Innovation and InfrastructureSustainable Cities and CommunitiesResponsible Consumption and ProductionClimate ActionPartnerships for the Goals

Intentional Design: Embracing the Circular Economy

The economic model of our current era is linear. We take resources from nature, make them into a product and then throw the item away when we’re done with it. The result? Overflowing…

October 16, 2019
Quarterly Market Update and Outlook: Slowing Global Growth to Sway Asset Prices

Quarterly Market Update and Outlook: Slowing Global Growth to Sway Asset Prices

Global GDP growth continues to slow, with trade and tariff issues being a major contributory factor. The deteriorating macroeconomic outlook has been impacting investors’ decisions. The prices of perceived “safe haven” assets, such…

September 10, 2019
No Place to Hide? Climate Change and Systemic Financial Risk
Climate Action

No Place to Hide? Climate Change and Systemic Financial Risk

Much has been written about the physical impacts of climate change on the planet: heatwaves, droughts, rising sea levels, etc. There is less mainstream discussion of the potential impacts of climate change on

September 10, 2019
Scaling Climate Action: Aligning Investments to Sustainable Development Goal 13
Climate Action

Scaling Climate Action: Aligning Investments to Sustainable Development Goal 13

A growing global population and economy leads to more demand for food, water, transportation, housing and the fuel to supply these essentials to the world’s populace. Growing food, providing transportation and supplying the energy…

September 3, 2019
Sacrifice Nothing: A fresh look at investment performance of sustainable and impact strategies by asset class

Sacrifice Nothing: A fresh look at investment performance of sustainable and impact strategies by asset class

Despite decades of competitive returns, a “myth” persists that sustainable and impact investment strategies financially underperform conventional strategies. The myth should be dead. We recently conducted a fresh review of the academic…

July 31, 2019
Advancing “Access” in Gender Lens Investing
Gender Equality

Advancing “Access” in Gender Lens Investing

Gender lens investment approaches have expanded in recent years. All asset classes have seen a tremendous increase in the number of funds and assets under management since 2014. Fund strategies range from empowering…

July 17, 2019
Quarterly Market Update and Outlook: Rates-Driven Markets

Quarterly Market Update and Outlook: Rates-Driven Markets

Global central banks have been key to supporting financial markets. The stimulus has offset weak economic growth and a poor corporate earnings environment. There is no reason to believe this monetary stimulus will…

June 11, 2019
Two Lenses, One Vision: Investing for LGBTQI and Gender Equity
Gender EqualityReduced InequalitiesPeace, Justice and Strong InstitutionsPartnerships for the Goals

Two Lenses, One Vision: Investing for LGBTQI and Gender Equity

In the absence of clear and consistent government regulation, corporate policies have been pivotal to the provision of legal protections for LGBTQI workers.  For companies, greater inclusion is associated with improved brand reputation, reduced turnover, and increased…

April 24, 2019
Quarterly Market Update and Outlook: Range-Bound

Quarterly Market Update and Outlook: Range-Bound

With the U. S. yield curve not far from inversion, global GDP growth slowing, and earnings estimates continuing to decline, it seems the risks to stocks are on the downside from current levels.  …

April 4, 2019
Investing to Revitalize Rural America
No PovertyGood Health and Well-BeingDecent Work and Economic GrowthIndustry, Innovation and InfrastructureReduced InequalitiesSustainable Cities and CommunitiesResponsible Consumption and Production

Investing to Revitalize Rural America

Rising income and wealth inequality is a widely recognized social concern in the United States. This is a multi-faceted issue, with root causes that vary according to demographics, and one that impact investors have…

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