ESG Trends

Posted by FlexShares on Sep 19, 2017 8:30:00 AM

ESG (environment, social, governance) investing has rapidly moved from the fringe of investing to the mainstream. It's hard to go to an investing conference without seeing one or more sessions about ESG investing on the agenda. Major ETF and fund companies are rolling out new ESG products to meet demand among investors, institutions, and advisors. Here are some ESG trends to consider:

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Tags: ESG

ESG and Social Labor Considerations

Posted by David Partain on Sep 11, 2017 9:00:00 AM

We believe that many of today's investors are seeking investments that put their hard-earned dollars into ETF portfolios that reflect their convictions about important social issues. They connect most with brands that apply ESG — or environmental, social, and governance considerations — in their daily operations.

Many investors may seek out investor-centric firms that provide advisors with investments that recognize those convictions and values. Some may even expect advisors to help them construct portfolios that achieve this purpose-driven aspect of their investment strategy.

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Tags: ESG

Understanding Volatility and the FlexShares ESG Process

Posted by David Partain on Sep 4, 2017 8:30:00 AM

For some investors, considering environmental, social or governance (ESG) factors as part of the investment process may be based upon more than a desire to “do good." Investors will sometimes use key performance indicators (KPIs), which are quantitative and qualitative metrics reported by public companies as part of their regulatory filings, which demonstrate how effectively a company is achieving its business objectives, which often include ESG considerations. ESG in our opinion is as much about managing risk and boosting investment returns as it is about any altruistic motivations.

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Tags: ETF

Understanding Key Performance Indicators

Posted by FlexShares on Aug 28, 2017 8:30:00 AM

Key performance indictors (KPIs) are quantitative and qualitative metrics reported by public companies as part of their regulatory filings. Many KPIs relate to ESG factors. As ESG investing continues to become more mainstream, investment managers have begun to use ESG-based KPIs as part of their screening process in building ESG indexes and funds. ESG-based KPIs span environmental, social, and governance factors. Here are some examples.

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Tags: ETF

Understanding the FlexShares STOXX® Partnership

Posted by FlexShares on Aug 21, 2017 8:30:00 AM

STOXX® Limited is a family of indexes created out of a joint venture between Dow Jones, Deutsche Boerse Group and SIX Swiss Exchange. Their indexes are widely used in Europe and globally, including in many ETFs. STOXX® licenses its indexes globally for commercial use.

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Tags: Funds

Incorporating ESG as Equals

Posted by FlexShares on Aug 14, 2017 8:30:00 AM

ESG investing, or investing informed by facts about a company's environmental, social, and corporate governance policies and practices, is a hot topic in investing circles. ESG considerations have moved into the investing mainstream. How are investors, their advisors, and corporate managers integrating ESG factors?

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Tags: ETF

The Historical Processes of ESG Investing

Posted by FlexShares on Aug 7, 2017 8:30:00 AM

Environmental, social, and governance (ESG) investing puts a new spin on an old concept: investing with a moral, ethical, or social bent.

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Tags: ETF

Explaining the G: Putting Governance in ESG

Posted by FlexShares on Jul 31, 2017 8:30:00 AM

Of the three variables — environmental, social practices and corporate governance — that comprise an ESG investment, corporate governance may often require the most explanation.

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Tags: ETF

Explaining the S: Putting Social in ESG

Posted by FlexShares on Jul 24, 2017 8:30:00 AM

Environmental, social, and governance (ESG) investing is increasingly taking center stage among investors whose intention is to build a portfolio that aligns with their values. As such, ESG investing is of increasing interest to the financial advisors who serve these clients. Of the three legs of the ESG stool, the social aspect often proves difficult to define. Gauging how well a particular company fits the social requirements of an ESG strategy begins with a deeper understanding of both the activities "social" encompasses, as well as the outcomes they're intended to produce.

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Tags: ETF

Explaining the E: Putting Environmental in ESG

Posted by FlexShares on Jul 10, 2017 9:37:41 AM

Understanding the drivers of corporate value is a critical aspect of portfolio management. Some operational elements of a company, such as environmental stewardship, management decision-making, or corporate culture may not be immediately apparent in the organization's financial statements. Such factors can play a pivotal role in a company's long-term performance.

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Tags: Funds

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