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All Resources

Public Equity + ESG

pdf
Executive Summary - Report on Sustainable and Responsible Investing Trends in the United States 2012 *
US SIF
2012
pdf
21st Century Engagement: Investor Strategies for Incorporating ESG Considerations... *
BlackRock, Ceres
2015
pdf
Aligning Portfolio with Mission: Pooled Funds and Proxy Voting *
Confluence Philanthropy
2014
pdf
Confluence letter to SEC re: Regulation SK - July 21, 2016 *
Confluence Philanthropy
2016
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ESG and Sustainable Hedge Fund Investing: Observations *
Alternative Investment Group
2016
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Merck Family Fund ESG Investment Guidelines *
Merck Family Fund
2016
pdf
Pooled Funds: The Invisible Wall Standing Between Your Foundation and True Mission Alignment *
Confluence Philanthropy
2014
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Webinar: The SEC's Regulation SK and What It Means for Impact Investors *
Confluence Philanthropy
2016
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Webinar: Protecting the Protectors: Aligning Investment Strategies for Native Communities *
Confluence Philanthropy
2017
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ESG is Not an Investment Strategy *
Financial Advisor Magazine
2017
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ESG in Equity Analysis and Credit Analysis *
2019
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A Guide to ESG Portfolio Construction *
Aperio
2019
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Why and How Investors Use ESG Information *
Financial Analysis Journal
2018
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"Is There ESG Alpha?" A Marketing Question in Research Clothing *
Aperio
2019
pdf
Navigating the Sustainable Investment Landscape *
World Resources Institute
2016
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Protecting the Protectors: Aligning Investment Strategies for Native American Communities *
Confluence Philanthropy
2017
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ESG, OECD, and the Tragedy of the Commons *
Aperio Group
2017
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ESG Exclusions: Setting Expectations *
Aperio
2018
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The Alpha-Seeking ESG Investor *
Aperio
2018
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In Pursuit of Deeper Impact: Mobilizing Capital for Social Equity *
2017
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The Competitive Advantage of Racial Equity *
FSG
2017
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