Ideas and predictions over the last five years – a check in
A review of some of the thinking from this blog and updates Key takeaways Ideas and predictions Post Summary Update How does that change how...
How I found myself outside ESG in 2022
I started in ESG in 2013. In 2022, the global funds under management are now 21.5% of global investments. I do not work full time...
A highly commended ESG research report
Not every day you build an animal protein producer index that it is well received....
Short recount of Cornerstone
This is a retelling, as best I can do, of the rise of Cornerstone Capital Group as it became one of the largest sustainable investment...
The ego or ‘why do I really want to manage money?’
When I returned from New York, one of things I told people was that I wanted to run a fund. I had not done that...
For predictive insight, find the Cassowary metric
One of the best feelings from the analyst days was the moment when you finally ‘got it’ about what factor makes a particular company or...
The best scenario analysis explanation
Scenario analysis focuses on the areas of greatest uncertainty for an operation, systematically develops several plausible alternative future environments in which the operation might be...
What should your position in the ESG market be?
(Edited based on feedback about market sizing and intentionality) I have been running briefings on ESG integration models, trends and lessons for equity fund managers...
Impact investing is reliant on social enterprise
I have felt detached from the term ‘impact investing’ since I first heard about it. My first interaction was during a panel at NYU in...
What is the ideal ESG job?
It is an interesting question because the integration of Environmental, Social and Governance (ESG) into the capital markets has resulted in a number of new...