Jessica Skolnick, CFA, Director of Investments Adam Bernstein, ESG/IMPACT Analyst Our macro updates are usually focused on the “will they or won’t they?” decisions of the Federal Reserve and the market and economic impacts of those decisions. With no FOMC meeting on the calendar for August, this month we will focus on the recent volatility…
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When evaluating ESG portfolios, a very important question to ask is if ESG data is being used as a process of evaluation, or is it being sold as a product? ESG as a product refers to the data that companies like MSCI, Sustainalytics, and Thomson Reuters put out. These data products overweight high-scoring companies and…
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Jessica Skolnick, CFA, Director of Investments Adam Bernstein, ESG Analyst Macro Update As we wrap up the first half of 2023, we are astonished by and skeptical of the relentless rally in risk assets against a backdrop of escalating risks and near catastrophes. It reminds us of a Jenga tower in the late stages of…
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