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Sustainable Finance

Where theory and practice meet: Sustaining and impactful, and especially for governance fiduciaries.

Author: Christopher K. Merker, Ph.D., CFA

Christopher K. Merker, PhD, CFA, is a director with Private Asset Management at Robert W. Baird & Co. He holds a PhD in investment governance and fiduciary effectiveness from Marquette University, where he has taught the course “Sustainable Finance” since 2009. Executive director of Fund Governance Analytics (FGA), an ESG research partnership with Marquette University, he is a member of the CFA Institute ESG Working Group, an international committee currently exploring ESG standards, publishes the blog, Sustainable Finance, which covers current topics around governance and sustainability in investing, and is co-author of the book, The Trustee Governance Guide: The Five Imperatives of 21st Century Investing.
Posted on December 28, 2017

New York Governor Seeks Fossil-Fuel Divestment, But Comptroller Has Other Plans (WSJ)

https://www.wsj.com/articles/new-york-governor-seeks-fossil-fuel-divestment-but-comptroller-has-other-plans-1514404668

Posted on December 13, 2017December 14, 2017

Illinois Drives People Away (WSJ)

https://www.wsj.com/articles/illinois-drives-people-away-1513125224

Posted on December 12, 2017

Governance

GFOA (Public Employee Post-Retirement Benefits Systems Governance Resources)

http://www.gfoa.org/governance-public-employee-postretirement-benefits-systems

Posted on December 12, 2017

Jerry Brown’s Pension Epiphany (WSJ)

https://www.wsj.com/articles/jerry-browns-pension-epiphany-1512691649

Posted on November 14, 2017

Bondholders Fret as Alchemy Turns Chicago’s Junk to Gold (Bloomberg)

https://www.bloomberg.com/news/articles/2017-11-10/bondholders-fret-over-alchemy-that-turns-chicago-s-junk-to-gold

Posted on November 14, 2017

From Bad Dream to Nightmare: Dallas Struggles with Police, Fire Pension Fund Crisis (Forbes)

https://www.forbes.com/sites/debtwire/2017/03/01/from-bad-dream-to-nightmare-dallas-struggles-with-police-fire-pension-fund-crisis/#53172b815d08

Posted on November 3, 2017

Behavioral Finance and other Resources

Behavioral Finance

 

Posted on November 2, 2017

Pension Crisis Is Much Worse Than It Seems (Value Walk)

http://www.valuewalk.com/2017/11/underfunded-pensions/

Posted on October 30, 2017

A Trillion Dollar Hedge Against the US Retirement Crisis (CFA Enterprising Investor)

https://blogs.cfainstitute.org/investor/2017/10/25/a-trillion-dollar-solution-to-the-us-retirement-crisis/

Posted on October 22, 2017October 22, 2017

How financially literate are you really? Let’s find out. (WSJ)

https://www.wsj.com/articles/how-financially-literate-are-you-really-lets-find-out-1508421702

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