ESG Investing
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Our Take On Direct Indexing (UPDATED)
Created: July 30, 2022
Categories: Article, ESG Investing, Evidence-Based Investing, General Audience, Report, Tax Planning, UPDATED Content, White Paper
Description: UPDATED FROM DECEMBER 2021: With the elimination of trading costs and the ability to purchase partial shares, more providers have been offering direct indexing to smaller accounts for relatively modest fees. But just because investors can engage in direct indexing, should they? It depends on the circumstances. This three-part report defines direct indexing, reviews its downsides, and describes its potential useful applications.
An Evidence-Based Approach to ESG Investing: White Paper (UPDATED)
Created: December 21, 2020
Categories: ESG Investing, Evidence-Based ESG Investing, Evidence-Based Investing, General Audience, Philanthropy/Giving, UPDATED Content, White Paper
Description: UPDATED FROM JUNE-JULY 2017: This 2,300-word piece combines our UPDATED two-part ESG investing series into a single white paper, providing an informational overview of ESG investing in the context of evidence-based investment strategies. Use this paper (or the parts, in installments) to respond to client and prospect questions about ESG investing.
An Evidence-Based Approach to ESG Investing: Part 1 (UPDATED)
Created: December 21, 2020
Categories: Article, ESG Investing, Evidence-Based ESG Investing, Evidence-Based Investing, General Audience, Philanthropy/Giving, Report, UPDATED Content
Description: UPDATED FROM JUNE-JULY 2017: This 930-word document is part 1 of a 2-part series, providing an UPDATED informational overview of ESG investing in the context of evidence-based investment strategies. Part 1 introduces a few key terms and summarizes how ESG investment priorities may vary depending on individual goals. Use this series to respond to client and prospect questions about ESG investing.
An Evidence-Based Approach to ESG Investing: Part 2 (UPDATED)
Created: December 21, 2020
Categories: Article, ESG Investing, Evidence-Based ESG Investing, Evidence-Based Investing, General Audience, Philanthropy/Giving, Report, UPDATED Content
Description: UPDATED FROM JUNE-JULY 2017: This 1,400-word document is part 2 of a 2-part series, providing an UPDATED informational overview of ESG investing in the context of evidence-based investment strategies. Part 2 explores how to quantify “doing good,” and explores the challenges and opportunities ESG investors face today. Use this series to respond to client and prospect questions about ESG investing.