Investing in the Future: How Sustainability-Oriented Strategies Beyond ESG Mitigate Risk
By Garvin Jabusch.
Abstract
The best way to de-risk investments is to defuse the main risks to the economy. The best way to defuse primary economic [...]
Unlocking the Future: Key Takeaways from the 2023 Next Economy Index Rebalance
This summer we executed our annual rebalance of the Next Economy Index portfolio—which serves as both empirical compendium and basis for an investment [...]
Green Alpha’s Impact Investing Methodology
Where Money Moves in the Economy is Where Change Happens
High-functioning, prudently managed, innovative companies that are creating and accelerating [...]
Investing in the Next Economy, A New Definition of Portfolio Risk ~ White Paper
In this paper, we define the Next Economy and its practical investment application, Next Economy Portfolio Theory.
Today's economy and the market drivers [...]
The Global Economy is Getting Worse and so is the Climate Crisis
What Does This Mean for the Big Picture?
By Garvin Jabusch.
A Fragmented World
The chances of a global recession are high with most major [...]
ESG: Is it Worth Following the Crowd? ~Audio Content
As climate and resource issues become more pressing, investors are told we want—we need—environmental, social, and governance ratings. But what are they [...]
Let’s Talk Volatility ~ Audio Recording
Today we offer you an audio companion piece to our CIO's recent blog titled "Let's Talk Volatility," because there are so many misconceptions and outdated [...]
The Great Repricing: Next Economics and the Climate Crisis
When our friends and colleagues at Gitterman Asset Management asked us to contribute to an important and comprehensive report titled "The Great Repricing: [...]
The “S” in ESG: Moderna vs ExxonMobil
It has been investment industry practice to carefully interrogate the methodologies used by ratings services to assign ESG ratings to companies and to [...]
The Long View: Past Informs Future