Tomorrow’s investment rules: a global survey

Tomorrow’s investment rules: a global survey From Ernst & Young and Institutional Investor Over the past few years, corporations have started to report more non-financial information, including data on their environmental, social and governance (ESG) performance. Whether driven by regulation, a desire for market advantage, or to meet the needs …

Webcast: Generating high and consistent levels of alpha in a euro-zone equity portfolio

  Webcast event: Generating high and consistent levels of alpha in a euro-zone equity portfolio Date: Tuesday, January 14th 2014 Time: 14:00 UK, 15:00 CET Presentation by: Guy Lerminiaux, CIO Equity Member of the Management Board of Petercam Institutional Asset Management Didier Van De Veire Petercam Institutional Asset Management Presenter: Brendan Maton …

Calvert Foundation: CEO Transition, Fall Conferences, and Detroit

Ethical Markets  congratulates Lisa Hall  in her new career move and  welcomes Jennifer Pryce as Calvert Foundation’s new CEO !   Hazel Henderson , Editor   and former member  of the Advisory Council  at Calvert Group. It’s a win-win. Earn a financial return and support communities. Empowering Investors to Empower Communities SEPTEMBER …

Shelton Green Alpha Fund (NEXTX)

  The Shelton Green Alpha Fund (NEXTX) seeks to achieve long term capital appreciation by investing in stocks in the green economy.  The fund’s three month performance of +15.47% (as of 6/30/2013) makes it the top performer in Morningstar’s Large Growth category in the second quarter.  The Shelton Green Alpha Fund was ranked …

Buy The Best And Short The Worst

Comment Now Follow Comments Jordan Kimmel, Managing Member & Portfolio Manager, Magnet AE Fund Jordan Kimmel:  Since the last interview we did together, Wally, we’ve now entered into a less favorable cycle of the market.  That’s according to the well documented “best/worst six months” analysis my partners, The Stock Trader’s Almanac are well known for.  …

Investing Fossil Free

The Shelton Green Alpha Fund has been recognized by 350.org and their Fossil-Free campaign as a truly fossil fuel-free mutual fund. As 350.org founder, Bill McKibben, has said “You can have a healthy fossil-fuel industry or a healthy planet, but you can’t have both”. Garvin Jabusch, Portfolio Manager for the Shelton Green Alpha Fund …

Carron Howard, Portfolio Manager, Cadiz Asset Management, Cape Town, South Africa

This week’s interview is with Carron Howard, Portfolio Manager, Cadiz Asset Management, Cape Town, South Africa I am grateful to Carron Howard for this superb interview. It is clear and compelling, and provides a wealth of information about the situation in South Africa. And, it reads beautifully. Visitors to the …

Decoding PULSE + New Report on Social Change Impact

We at Ethical Markets are supportive of all these socially and environmentally responsible investments, but still mystified by the new term “impact investing” which conceals more than it clarifies , since ALL investments have impacts, some blow the tops off mountains! Can you add “positive” if that’s what you think …

Climate Bonds: Windreich BBB+ wind energy bond / Local Govt PF makes climate bonds allocation / Diary alert 3 July: Peggy Liu on China energy / Clements-Hunt+Damerow join CB Adv Panel

 > German wind company Windreich has placed another €5m of 5 year bonds, taking their issuance to €75m in total. The bond has an investment grade BBB+ rating – wind energy bond ratings are improving all the time! Interest rate is 6.5%. http://goo.gl/KcU5g >  $6bn Australian pension fund ‘Local Government Super‘ has announced it …

Five Questions about SRI – Weekly Expert Interview with Helen M. Rake

An interview from Emerging ESG Five Questions about SRI – Weekly Expert Interview with Helen M. Rake, Principal, Collins Capital Management, Inc., Jacksonville, Florida, United States of America – July 1, 2011 By Geoffrey on July 1, 2011 Each week Emerging Markets ESG publishes an interview entitled, “Five Questions about …