Investors and Climate Change: In It for the Long Haul
Climate change is one of the most significant issues facing investors; this post provides a framework for considering the long-term investment risks.
ESG Hitting Its Stride in U.S.
Callan ESG Survey Although the U.S. has strong historical roots to Europe—who can forget the Niña, Pinta, and Santa Maria?—we’ve tended to carve our own path, from the Revolutionary War onward. The evolution of environmental, social, and governance (ESG) investing has been no exception. As recently as 2017, a survey from Schroders found that “institutional investors in […]
ESG’s ‘Good Vibrations’? Not Yet for DC Plans
There is no shortage of interest around the environmental, social, and governance (ESG) space, but defined contribution plans remain somewhat skeptical about ESG options.
ESG and Investment Theory and Design
At Callan’s recent National Conference, our guest speakers tackled the major issues and themes facing institutional investors in the coming years. We’ll cover the highlights of their comments in a series of posts. This is the fourth; the first appeared here, the second here, and the third here. In a panel moderated by comedian and former venture capitalist Dhaya Lakshminarayanan, […]
Divest or Engage? Our Advice
The spate of deadly shootings in the U.S. has caused some institutional investors to ask whether there are ways to use their portfolio assets to signal they would like to see change related to firearms and their role in society. For some, divestment may be a reasonable course, but for many it is neither prudent nor reasonable. Alternatively, engagement may be an effective way to achieve a social objective while staying true to the fund’s goals
Top 10 Tips for Investment Committees
View PDF Investment committees face complex challenges overseeing institutional investment funds. They must navigate myriad laws and regulations, select the right managers and strategies, monitor their portfolios, and ensure their funds can deliver the returns needed for their beneficiaries. To help guide these committees, we developed these 10 tips. (For a deeper dive into the […]
ESG Continues to Climb
Download Survey View Charticle For the fourth straight year, Callan’s survey to assess the status of environmental, social, and governance (ESG) factor integration reveals increasing traction among U.S. investors. ESG investing—including responsible and sustainable investment strategies and socially responsible investing—had been adopted more slowly in the U.S. than in other developed markets due to differences […]