With the new day comes strength and new thoughts
— Eleanor Roosevelt
And so it is.
The Socially Inspired Investor (SII) now focuses our new thoughts around post-pandemic investing. If the trend continues, as we see from the articles we have curated for you at the ESG In Focus section, then for the first time, investors may be liberated from the binary choice of deciding whether to do good, according to their values, or compromising their values for investment returns.
The current strong performance of ESG oriented investments has opened the eyes of many of the titans of the investment world including Morgan Stanley, Goldman Sachs, AllianceBernstein and others. CNBC is devoting significantly more segments to ESG investing and shareholders and consumers are demanding increased accountability on a myriad of social values. Of course, defining personal values is well…very personal. Racial injustice, diversity, preferences around energy sources, cannot be just lumped together and be relevant to everyone. In future SII issues we will look to create a framework on how to “customize” your ESG.
ESG investing seems to align very well with post-pandemic investing. Similarities include more focus on technology, inclusive corporate culture, health orientation and a platform to embrace the personal values that support social interaction.
But there most certainly must be tradeoffs to consider as well. It might be that to achieve size and scale,…Read More