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 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…

February 13, 2019
Sustainable Protein: Investing for Impact at the Nexus of Environment, Human Health and Animal Welfare
Zero HungerGood Health and Well-BeingClean Water and SanitationAffordable and Clean EnergyIndustry, Innovation and InfrastructureResponsible Consumption and ProductionClimate ActionLife Below WaterLife on Land

Sustainable Protein: Investing for Impact at the Nexus of Environment, Human Health and Animal Welfare

Advances in agricultural technology, changes in human diet, and rising awareness of the environmental destruction caused by factory farming are accelerating the rise of sustainable protein. Investors can target…

January 17, 2019
Quarterly Market Update and Outlook: Volatility Likely to Continue in 2019

Quarterly Market Update and Outlook: Volatility Likely to Continue in 2019

In our last Quarterly Market Update and Outlook , we noted that “volatility in the capital markets was even more muted in the third quarter than it was in the prior quarter. ”  The…

November 13, 2018
Mobilizing Donor Advised Funds for Impact Investing
Partnerships for the Goals

Mobilizing Donor Advised Funds for Impact Investing

More than $23 billion [1] was contributed to donor advised funds (DAFs) in the United States in 2016, yet only a minor fraction of donor advised fund assets are invested for positive…

November 1, 2018
Opportunity Zones: Positive intentions, many questions
Sustainable Cities and Communities

Opportunity Zones: Positive intentions, many questions

On October 19th, the U. S. Treasury Department issued proposed regulations regarding Opportunity Zones and Qualified Opportunity Funds (QOFs). Investors have questioned whether Opportunity Zones and QOFs that invest in these zones would…

October 24, 2018
Quarterly Market Update and Outlook: Tough Comparisons in 2019

Quarterly Market Update and Outlook: Tough Comparisons in 2019

Summary: Tough Comparisons in 2019 2019 is shaping up to be a more challenging year for investors than 2018: S&P 500 earnings growth is forecast to be cut in half.…

September 18, 2018
Considering ESG Factors in Fixed Income Investing: A guide for asset owners

Considering ESG Factors in Fixed Income Investing: A guide for asset owners

Executive Summary Access our full report here . Much has been written about the strategies, theoretical and practical, that can be employed by asset managers to integrate Environmental, Social and…

September 12, 2018
Investing to Advance Racial Equity: Practical ways to tackle economic inequality
No PovertyDecent Work and Economic GrowthReduced InequalitiesPeace, Justice and Strong Institutions

Investing to Advance Racial Equity: Practical ways to tackle economic inequality

Executive Summary Access our full report here . The US legacy of inequality based on race and ethnicity is rooted in centuries-old policies and practices that were designed to provide greater…

August 21, 2018
The Data Privacy Puzzle
Industry, Innovation and Infrastructure

The Data Privacy Puzzle

Who owns consumer data? Do consumers trust companies with their data? Will consumers embrace new technologies that reveal more information about them to companies? Are companies ready to respond to changing attitudes about consumer data? These…

July 23, 2018
Quarterly Market Update and Outlook: Strengthening Headwinds

Quarterly Market Update and Outlook: Strengthening Headwinds

Summary: Strengthening Headwinds While the global economic environment remains relatively healthy, strengthening headwinds that are largely policy-driven are creating challenges for major asset classes.   Governments in the U. S. , Canada, Europe and…

April 30, 2018
Quarterly Market Update and Outlook: Volatility on the Rise

Quarterly Market Update and Outlook: Volatility on the Rise

A key issue for investors is that the business cycle is moving into an increasingly mature phase.   The U. S. economy is now in its ninth year of expansion, is one of the…

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