ESG Challenges Mention (The Prudent Fiduciary)

For an overview of how ESG is being implemented, check out Callan’s 2018 ESG survey and/or research in the Financial Analysts Journal.  In a posting for Enterprising Investor, Christopher Merker lays out some challenges for ESG investing, including the need for better definition of standards and terminology, improving the quality of ESG information, and moving the focus beyond listed equities.

https://mailchi.mp/eafa54da1c13/the-prudent-fiduciary-digest-52

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.