Insights & Resources

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

Recent Articles

Food waste = profit waste | ESG Featured Key Issue

March 31st, 2017

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

March 22nd, 2017

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

March 20th, 2017

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?

March 17th, 2017

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, 2017

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, 2017

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, 2017

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, 2017

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, 2017

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?

February 10th, 2017

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

January 31st, 2017

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

January 24th, 2017

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

Anaphylactic Stock: ESG Key Issue of the Week

January 20th, 2017

If you’re on Facebook or Twitter, you know that 2016’s poster child for Big Bad Pharma was Mylan (MYL), make...

Know Before You Snow: ESG Key Issue of the Week

January 13th, 2017

We’re thrilled to see how much snow is dumping on the mountains of California lately. Not just for its drought-eas...

Shareholder Engagement: ESG Key Issue of the Week

December 8th, 2016

Rather than throw our weekly dart at the SASB Materiality Map, today I want to hijack this feature to talk about somethi...

Profit & Education: ESG Key Issue of the Week

December 1st, 2016

For-profit education is in the news again lately, thanks to the President-elect’s recent $25 million settlement of Tr...

Five tips for #GivingTuesday

November 29th, 2016

It’s #GivingTuesday, a recent addition to the internet’s proliferous hashtag events. Putting aside the sneaky urge t...

Our Favorite Key Issue: Gratitude

November 24th, 2016

While we take today to spend with family, we’re reflecting on how fortunate we are to live in these times. Behind us s...

Can You Afford to Ignore ESG? 

November 22nd, 2016

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

Our Thirsty Tech: ESG Key Issue of the Week

November 17th, 2016

We’re passionate about water issues here. Compared to some parts of the world, where water isn’t just scarce but sca...

Investor demand drives growth of sustainable investing

November 16th, 2016

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

Food vs Fuel: ESG Key Issue of the Week

October 20th, 2016

Ethanol is in the news again lately with an accidental discovery about the potential ease of converting excess CO2 to fu...

Management of the Legal and Regulatory Environment: ESG Key Issue of the Week

October 11th, 2016

Last week we looked at some ways the recent Wells Fargo controversy could relate to the ESG social issue, Customer Priva...

ESG Key Issue of the Week: Customer Privacy and Data Security

October 4th, 2016

High-profile stories about Customer Privacy and Data Security, an ESG key issue relevant to industries that handle clien...

The natural history of ESG

August 31st, 2016

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

August 27th, 2016

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

What’s an ETF? Four resources for investors and advisors

August 19th, 2016

Exchange-traded fund (ETF) investments are booming, but many retail investors seem unfamiliar with the term and concept....

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

August 18th, 2016

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

Sustainable activism

August 10th, 2016

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, 2016

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

July 8th, 2016

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

July 1st, 2016

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?

June 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

May 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?

May 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.