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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 October 9, 2017

Is Investment Expense a Proxy for Good Governance? (CFA Enterprising Investor)

https://blogs.cfainstitute.org/investor/2017/10/09/investment-expense-as-a-proxy-for-good-governance/

Posted on October 8, 2017

The Big Squeeze: American Public Pensions Suffer from a Gaping Hole (The Economist)

Providing for workers’ retirement is crowding out other spending

https://www.economist.com/news/finance-and-economics/21730031-providing-workers-retirement-crowding-out-other-spending-american-public

Posted on September 28, 2017September 28, 2017

Finance: How It Made Civilization Possible (Enterprising Investor)

https://blogs.cfainstitute.org/investor/2017/09/13/finance-is-a-technology/

Posted on September 4, 2017

Nutrition Labels for Investment Portfolios? (Enterprising Investor)

https://blogs.cfainstitute.org/investor/2017/08/29/nutrition-labels-for-investment-portfolios/

Posted on August 29, 2017August 29, 2017

Hidden Debt, Hidden Deficits: 2017 Edition (Hoover Institution)

http://www.hoover.org/research/hidden-debt-hidden-deficits-2017-edition

Posted on August 28, 2017August 28, 2017

SEC should make all advisers follow ‘pro-investor’ DOL fiduciary standard, 61 nonprofits say (FS Core)

http://www.mlexfs-core.com/?r=EAAAANFXFxkD2iuaBowjxyCaPgw%2FBjfdeXzedk2WSSNeAJhC

Posted on August 23, 2017

Best-Practice Investment Management: Lessons for Asset Owners from the Oxford-Watson Wyatt Project on Governance (2007)

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1019212

Posted on August 21, 2017August 21, 2017

ESG and financial performance: aggregated evidence from more than 2000 empirical studies (JSF&I)

http://www.tandfonline.com/doi/full/10.1080/20430795.2015.1118917

Posted on August 15, 2017August 21, 2017

Pension Trustees: Corporate Governance and the Behavior Gap (CFA Enterprising Investor)

https://blogs.cfainstitute.org/investor/2017/08/14/pension-trustees-corporate-governance-and-the-behavior-gap/

Posted on August 15, 2017August 21, 2017

Asset owners describe steps to increase control, independence (Pension & Investments)

http://www.pionline.com/article/20170418/ONLINE/170419859/asset-owners-describe-steps-to-increase-control-independence

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