Why ESG is at a Turning Point – Barron’s

Photograph of nighttime in a city with slow exposure light streaks

It’s time for advisors to “get off the sidelines” when it comes to ESG investing. The world has changed.  New data sets are needed to understand how investments may perform over the long-term. While myths persist with respect to performance, ESG is not the socially responsible investing of years ago. In this Barron’s piece, Jeff…

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Earth Day 2019: Carbon Footprint of a Texas Wildcatter Gone Climate Advocate

The earth aware days have arrived. April 22, 2020 will mark the 50th anniversary of Earth Day. Just as active managers use shareholder resolutions to address corporate governance, social, and environmental change, on the other side of the trade are individuals driving the demand of goods and services. Understanding your personal metrics and carbon footprint…

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PG&E: A Case for Active vs. Passive ESG Investing

The story surrounding California Public Utility Pacific Gas and Electric (NYSE: PCG) is a case study of the nuanced implications of different sustainable investing strategies.  PG&E filed for bankruptcy after estimating a $30 billion liability from two years of wildfires, becoming one of the largest utility bankruptcies in history, and one of the first to…

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