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...
Treasurer’s Orphan Manifesto
Others have commented on Treasurer Chalmer’s value-based economy essay in the Monthly, calling it an attack on capitalism. What interests me is the silence from...
Interview by The Climate Change Project – Investing in Water Infra and Tech
Download here – https://lnkd.in/gcNdxpg...
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...
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...
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...
Working towards a workshop: first workshop notes
The first workshop (briefing) was held on Friday and, while participants were broadly positive about it, there are a few major tweaks needed. I think...
‘Winners Take All: The Elite Charade of Changing the World’ by Anand Giridharadas
Anand Giridharadas, an insider, punches holes through what he calls ‘MarketWorld’, the system of events, firms, thought leaders, philanthropists and policy makers who see market-based...
Who wants to be an ESG analyst?
Wanted: Environmental, social and governance (ESG) analyst for major asset owner or asset manager Elements of the role: Lead development of internal policy on ESG...