Socially Responsible Investing Archives - Fundopedia

Alternative Investments…

The Energy Cost of AI: Implications for Sustainable Investing

20 Apr 2026April 17, 2026

Artificial intelligence (AI) is often discussed as if it were weightless: code, models, and interfaces floating in the cloud. In reality, AI is becoming one of the most electricity-intensive growth…

Artificial Intelligence…

Fundopedia’s Five-Pillar Framework in Ethical Finance

9 Mar 2026March 4, 2026

Executive Overview Artificial Intelligence (AI) is no longer a peripheral innovation in finance; it is becoming the infrastructure of modern financial systems. From ESG scoring engines and algorithmic trading to…

Artificial Intelligence…

Artificial Intelligence and ESG Investing: From Data Enhancement to Systemic Risk Governance

12 Feb 2026February 12, 2026

Executive Summary Artificial Intelligence (AI) is reshaping capital markets at an unprecedented pace. At the same time, Environmental, Social, and Governance (ESG) investing continues to evolve from values-based screening into…

Fixed Income…

Impact of Regulations on CLO Markets

Collateralized loan obligations (CLOs) are structured financial instruments that pool together leveraged loans, which are typically made to companies with lower credit ratings. These loans are bundled, securitized, and sold…

Patient Engagement in the Pharmaceutical Industry and Investor Perception

13 Oct 2023September 19, 2024

Patient engagement has become an increasingly important factor in the pharmaceutical industry, influencing various aspects of drug development, marketing, post-market surveillance, risk management, investor perception, cost savings, and regulatory and…

Portfolio Management…

ESG Assessment of Cement Companies

11 Jul 2023September 19, 2024

When evaluating cement companies, the weighting of financial performance and ESG factors can vary depending on the specific investment strategy, goals and priorities of the asset manager. There is no…

Energy Transition Funds

19 Jun 2023September 19, 2024

Early-stage energy transition funds are investment vehicles that focus on financing and supporting early-stage projects in the energy transition sector. These funds aim to drive innovation, accelerate the deployment of…

Alternative Investments…

ESG in the Oil and Gas Industry

11 May 2023September 19, 2024

When investing in oil companies, ESG factors are taken into account to assess the company's sustainability and long-term prospects. Some of the most important ESG-related drivers/indicators for oil companies are:…

Portfolio Management…

Transition Finance and Transition Bonds

19 Apr 2023September 19, 2024

Transition finance refers to any form of financial support that helps high-carbon companies start to implement long-term changes to become greener. Transition finance bridges the gap between traditional and sustainable…

Alternative Investments…

Investment Portfolios in Pursuit of 1.5-Degree Climate Goal

5 Feb 2023June 27, 2024

Climate issues are among the world’s biggest challenges. Fossil fuel emissions accumulating in the atmosphere and trapping more of the sun's energy are expected to drive global temperatures above 1.5…

Alternative Investments…

Clean Technology Investment Solutions

1 Feb 2023June 27, 2024

Energy consumption is the largest source of greenhouse gas (GHG) emissions globally. This includes fuel combustion for transportation and the generation of heat and electricity. Therefore, carbon capture has become…

Socially Responsible Investing

ESG Initiatives in the Steel Sector

15 Nov 2022June 28, 2024

Steel is one of the most sustainable materials in the world; however, decarbonizing remains a challenge because the steel industry is accounting for approximately 8% of total greenhouse gas (GHG)…

Alternative Investments…

Investment in Carbon Capture and Storage

10 Aug 2022August 5, 2024

Although carbon emissions occupy a relatively small space on the spectrum of environmental, social and governance issues, as more and more countries and companies commit to Net Zero, they are…

Portfolio Management…

Climate-Focused Portfolio Approaches

28 Apr 2022September 18, 2024

Investors gain confidence that an equity or corporate bond portfolio is invested in companies that are helping to address climate risk. To support a transition to a net-zero carbon economy,…

Asset Allocation…

ESG Ratings and Methodology

1 Jul 2021October 31, 2024

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…

Asset Allocation…

SRI and ESG: Ratings, Methodologies, and Performance

17 Jun 2021November 5, 2024

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,…

Alternative Investments…

Impact Investing – The Next Generation of Venture Capital

20 Oct 2013October 20, 2013

In the 1990s, Jed Emerson advocated the concept of Blended Value for funds, firms, social ventures, and foundations to invest with social and environmental impact, rather than to maximize financial…

Alternative Investments…

Alternative/Renewable Energy and Alternative/Renewable Energy Fund

15 Jul 2013June 2, 2025

Alternative and renewable energy assets currently only represent a small portion of the markets, but it is growing quickly. Solar Power Solar energy is the most environmentally friendly energy source,…

Socially Responsible Investing

Social Impact Investing

27 Mar 2013October 20, 2013

In the 1990s, Jed Emerson advocated the concept of Blended Value for funds, firms, social ventures, and foundations to invest with social/environmental impact, rather than to maximize financial performance. Simultaneously,…