Category Archives: ESG

Key Environmental Metrics for Investors: It’s not Just Carbon

Emissions of carbon dioxide and the other greenhouse gasses are often foremost in people’s minds when they consider environmental risk.  This is understandable as, if we continue on our current path, we are set for four degrees Celsius of warming by 2100, compared with pre-industrial levels.  Expected consequences include the flooding of coastal cities, irreversible Read more […]

Who’s Afraid of a Carbon Tax?

As far as equity investors might experience them, the risks of a potential “carbon tax” are more easily fathomed than the rewards.  Emissions data are available for most large companies and – taking basic assumptions on the likely form of taxation – we can easily examine which market segments face the greater risks. Estimating The Impact Read more […]

Necessary, but not sufficient

In the popular imagination, “big business” is responsible for climate change.  In fact, corporate emissions of greenhouse gasses are a small part of the problem; it is quite possible that corporations also provide our best hope for a solution. The current reality – what we know to be true – is that governments worldwide are shortly expected to commit to Read more […]

Resource Efficiency: A Step Beyond Climate Change

In recent years, there has been much focus on the importance of climate change and how much greenhouse gas is produced in the process of conducting business.  While managing greenhouse gases is an important focus, is the future more about increasing efficiency across different depletable resources, such as water? Because the demand across different scarce Read more […]

The Role of Quality in Long-Term Value Creation

  This is the third in a series of blog posts relating to the launch of the S&P Long-Term Value Creation (LTVC) Global Index. In the last blog, we discussed how long-term investing requires looking at metrics that go beyond the standard GAAP financial accounting measures and why the Economic Dimension (ED) score from RobecoSAM Read more […]

Can Sustainability Be Quantified?

This is the second in a series of blog posts relating to the launch of the S&P Long-Term Value Creation (LTVC) Global Index. The Index S&P Dow Jones Indices collaborated extensively with the Canada Pension Plan Investment Board (CPPIB) over the past nine months to create an index that seeks to measure the performance of Read more […]

New Year’s Resolution: Lose Weight…in Carbon

Global emissions of carbon dioxide (CO2) would have to fall by about 60% by 2050 to limit the increase in average temperature to 2°C above pre-industrial levels. Over the last 40 years, CO2 emissions have mostly risen or remained flat, and fallen only following major economic crises. Add to this a global population that is Read more […]

Most-Read Blog Posts Q4 2015

In case you missed them, we’ve compiled the most read blogs from the fourth quarter below. Losing My Religion: Value in the USA How have value indices performed and will value investing “work” in the future? The Rieger Report: Munis Lead the Pack in the Final Lap How did the municipal bond market perform in Read more […]