Insights & Resources

Read more about ESG and why institutional investors use ESG to gain a competitive edge.

Recent Articles

Investing In Human Rights

June 15th, 2020

Last week, we reiterated our view that the investment community is uniquely positioned to effect positive change by depl...

Impacting Change Through Socially Responsible Investing

June 8th, 2020

(This is a guest post by our partner, Omega Point, from their Factor Spotlight Series) This past week we have been both ...

ESG Signals That Work

February 26th, 2020

ESG Signals That Work Give a baseball player signals that predict whether or not the next pitch is likely to be a curveb...

Can ESG Data Be Predictive of Total Returns?

February 10th, 2020

CAN ESG DATA BE PREDICTIVE OF TOTAL RETURNS? As Environmental, Social and Governance data grows in popularity, many inve...

Identifying ESG Performance Risk

January 21st, 2020

Identifying ESG Performance Risk Incorporating sustainability/ESG into asset management may be the most far-reaching cha...

Food waste = profit waste | ESG Featured Key Issue

November 30th, 2019

Shockingly, over one-third of all food never makes it from farm to fork. Somewhere along the supply chain, something goe...

ESG Case Study: Top 1000 Value cap-weighted, filtered vs. unfiltered

August 22nd, 2019

We’ve been doing case studies with a set of methods of applying ESG to various portfolios to see how they compar...

ESG Case Study: Top 1000 Value, adding a filter

June 20th, 2019

Like another recent test, today’s case study simulates the Top 1000 Value Index for a head-to-head between a marke...

Responsible investing: at a tipping point?

April 17th, 2019

We think so, and yet another recent survey supports the idea. The survey of CAIA Association members showed the majority...

ESG Case study: Top 1000 Value

March 15th, 2019

Among our many tests, we made an effort to test our methodology on approximations of popular benchmark indices. This stu...

ESG case study: More tinkering with the Top 1000

March 14th, 2019

OWLshares continues rolling out the case studies that convinced us of ESG’s potential to improve our investments. ...

ESG: not just for hippies

February 27th, 2019

At a recent conference, we discussed ESG reporting with a number of financial advisors. One, who identified himself as f...

ESG case study: Adding a filter

February 22nd, 2019

Our series of case studies continues! Today we look at a simulated large-cap portfolio of the 1000 largest US companies,...

How do we know ESG works? Let us show you.

February 16th, 2019

We at OWLshares do a lot of evangelizing about the benefits of using environmental, social, and governance (ESG) data i...

How can an individual investor get started with ESG?

January 10th, 2019

Now that the general public is becoming aware of ESG (environmental, social, and governance) for investing, we hear this...

Worried about deregulation? Take the reins with ESG

December 31st, 2018

The new administration’s rapid pen-strokes currently underway in Washington DC promise to change how business is d...

Question of the Day: ESG & exclusion

November 24th, 2018

Here’s a question we hear occasionally from investors who are just getting started with ESG. Q: Doesn’t inve...

Can You Afford to Ignore ESG? 

August 22nd, 2018

A new study suggests many investors are missing out on the benefits of ESG because they — or their advisors — don&#...

Investor demand drives growth of sustainable investing

July 16th, 2018

Sustainable and responsible investing continues to claim a growing portion of investments in the US, now over one fifth ...

The natural history of ESG

May 31st, 2018

The investing world is fast embracing ESG data to inform their investment decisions — likely because, as stacks of stu...

ESG is not an investment strategy

March 27th, 2018

We keep seeing articles fingering ESG for the sub-benchmark performance of some socially responsible investment (SRI)-th...

Investing in optimism with long-term thinking: The Long Now

November 18th, 2017

The Long Now Foundation is like nothing else out there. The institution was founded to encourage long-term thinking — ...

Sustainable activism

September 10th, 2017

Shareholder engagement can be a powerful force in steering a company toward better practices, but it can also backfire. ...

Does ESG have an image problem?

July 28th, 2017

In a recent article, the editors at Chief Investment Officer demonstrate some of the common misperceptions surrounding ...

Five steps to become an E-S-Genius

May 8th, 2017

Lots of recent articles talk about the benefits of using ESG data to invest. But what does that mean in a practical sens...

New investors can learn the ropes risk-free

March 1st, 2017

New to investing? Whether you’ll be working with an advisor or finding your own way, a little education can help y...

How can families invest responsibly?

December 29th, 2016

Are you concerned with the footprint of your business or investments? Check out The ImPact to explore how simple change...

Our favorite owls

October 23rd, 2016

It’s no secret that we at OWLshares like owls; heck, it’s right there in our name. And what’s not to like?...

Should we divest?

July 22nd, 2016

What’s the best strategy for creating positive impact? Institutions with a mandate to consider the environment st...

How do you use ESG to invest wisely?

May 20th, 2016

Check out the Fiduciary Talk podcast for an interview with OWLshares cofounder Ben Webster, speaking with fi360’s ...

The information contained herein (the “Information”) is for illustration and discussion purposes only. It is not, and may not be relied on as, investment advice or as an offer to sell or a solicitation of an offer to buy any security. The Information is not sufficient to form a basis for deciding to make any investment. There can be no assurance and no representation, express or implied, that the Information is accurate. The Information is provided as of the date indicated, is not complete, is subject to change, and no obligation is undertaken to revise or update it.