Zachary First
Executive Director, Drucker Institute, Claremont Graduate University
Investing for Ignorance
Ignorance is among the most reliable side effects of a one-in-100-year event. Whether hurricane, market crash, or pandemic, the valuable information most investors cannot know will dwarf what they can know—let alone what they actually do know. Now, there’s a new source of insight: the S&P/Drucker Institute Corporate Effectiveness Index. And it’s had a strong…
ESG Factors Are Built on Peter Drucker’s Philosophy
Do you ever wonder where environmental, social, and governance (ESG) factors—now used in more than 25%[1] of all assets under management—come from? The short answer is: Mainly from the good-practices checklists maintained by a handful of big ratings agencies. But where did those agencies get their checklists? Mainly from the fruits of a handful of…