Portfolio Management

ESG Ratings and Methodology

The interest in ESG investing creates greater demand for ESG data, ratings, rankings, and methodologies (Abhayawansa & Tyagi, 2021). Different ESG ratings, rankings, and methodologies produce significantly different assessments of the ESG performance of companies (Abhayawansa & Tyagi, 2021). A lack of transparency about the data sources, weightings, and methodologies can also make it difficult […]

SRI and ESG: Ratings, Methodologies, and Performance

Socially responsible investing (SRI) is a well-worn term that grew in prominence during the 1980s and 1990s, but its roots trace back two millennia, shaped by civil-rights-era thinkers, faith-based organizations, and women (Townsend, 2020). The modern SRI process stands on three pillars: (a) values-based avoidance screens; (b) proactive sustainability-focused analytics, i.e., the environmental, social, and […]

Advances in Investment Portfolio Management: November 12, 2020

Portfolio management refers to the selection of securities and their continuous shifting in the portfolio for optimizing the return and maximizing the wealth of an investor by analyzing the strengths, weaknesses, opportunities, and challenges for performing a wide range of activities related to a portfolio (Joseph & Varghese, 2017). Investing in the stock market effectively […]

Market Recap Monday, December 24, 2018

On global equities Volatility in global equity markets persisted in November, fears of rising interest rates, multiple trade conflicts, the end of QE, and related uncertainty about the global economic outlook weighed on sentiment and set the market on edge. Additionally, U.S. crude ended last week down 11% at $45.59, posting the worst performance since […]

Market Recap Friday, October 13, 2017

In Brief U.S.: PPI ticking higher and inflation not dead; small business confidence peaking with D.C. risk; jobless claims still low Eurozone: Another good month for Eurozone sentiment; structural reform tough, but Catalonia risk contained and a second wind for sentiment; Emmanuel Macron has challenged EU leaders to sort out reform of the bloc within […]