Skip to main content

Main menu

  • Home
  • Latest Articles
  • Past Issues
  • About PA
  • IPR Logo
  • About Us
  • Journals
  • Publish
  • Advertise
  • Videos
  • Webinars
  • Collections
  • LinkedIn
  • Twitter

User menu

  • Sample our Content
  • Request a Demo
  • Log in

Search

  • ADVANCED SEARCH: Discover more content by journal, author or time frame
Practical Applications
  • IPR Logo
  • About Us
  • Journals
  • Publish
  • Advertise
  • Videos
  • Webinars
  • Collections
  • Sample our Content
  • Request a Demo
  • Log in
Practical Applications

Practical Applications

ADVANCED SEARCH: Discover more content by journal, author or time frame

  • Home
  • Latest Articles
  • Past Issues
  • About PA
  • LinkedIn
  • Twitter

Practical Applications of Three Pillars of Modern Responsible Investment

Lloyd Kurtz
Practical Applications 8 (3) DOI: https://doi.org/10.3905/pa.8.3.409
Lloyd Kurtz
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
  • Report
  • Info & Metrics
  • PDF (Subscribers Only)
Loading

Click to login and read the full article.

Don’t have access? Click here to request a demo 
Alternatively, Call a member of the team to discuss membership options
US and Overseas: +1 646-931-9045
UK: 0207 139 1600

Practical Applications Summary

In Three Pillars of Modern Responsible Investment, from the 2020 ESG Special Issue of The Journal of Investing, Lloyd Kurtz of Wells Fargo Private Wealth Management dives into the three key tenets that support modern “responsible investment” activity. The first is alignment of portfolios with client interests. Alignment is usually accomplished through exclusions. The second is integration of environmental, social, and governance (ESG) factors into investment decision making. Integration emphasizes identifying factors that have a material influence on a company’s financial performance or valuation. The third is impact—achieving positive change though active ownership, usually in the form of engagement with corporate management.

Evidence shows that exclusion-based alignment strategies can be applied without sacrificing the ability to closely track standard benchmarks. There is conflicting evidence as to whether asset managers can generate alpha based on integration of positive ESG factors, but somewhat stronger evidence exists to show that they can identify and manage risk based on negative ESG factors. Finally, some evidence supports the tenet that impact activities can produce improved financial results.

TOPICS: ESG investing, portfolio theory, portfolio construction

  • © 2020 Pageant Media Ltd
View Full Text

Don’t have access? Click here to request a demo

Alternatively, Call a member of the team to discuss membership options

US and Overseas: +1 646-931-9045

UK: 0207 139 1600

Log in using your username and password

Forgot your user name or password?
PreviousNext
Back to top

Explore our content to discover more relevant research

  • By topic
  • Across journals
  • From the experts
  • Monthly highlights
  • Special collections

In this issue

Practical Applications
Vol. 8, Issue 3
31 Jan 2021
  • Table of Contents
  • Index by author
Print
Download PDF
Article Alerts
Sign In to Email Alerts with your Email Address
Email Article

Thank you for your interest in spreading the word on Practical Applications.

NOTE: We only request your email address so that the person you are recommending the page to knows that you wanted them to see it, and that it is not junk mail. We do not capture any email address.

Enter multiple addresses on separate lines or separate them with commas.
Practical Applications of Three Pillars of Modern Responsible Investment
(Your Name) has sent you a message from Practical Applications
(Your Name) thought you would like to see the Practical Applications web site.
CAPTCHA
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.
Citation Tools
Practical Applications of Three Pillars of Modern Responsible Investment
Lloyd Kurtz
Practical Applications Jan 2021, 8 (3) DOI: 10.3905/pa.8.3.409

Citation Manager Formats

  • BibTeX
  • Bookends
  • EasyBib
  • EndNote (tagged)
  • EndNote 8 (xml)
  • Medlars
  • Mendeley
  • Papers
  • RefWorks Tagged
  • Ref Manager
  • RIS
  • Zotero
Save To My Folders
Share
Practical Applications of Three Pillars of Modern Responsible Investment
Lloyd Kurtz
Practical Applications Jan 2021, 8 (3) DOI: 10.3905/pa.8.3.409
del.icio.us logo Digg logo Reddit logo Twitter logo Facebook logo Google logo LinkedIn logo Mendeley logo
Tweet Widget Facebook Like LinkedIn logo

Jump to section

  • Article
    • Practical Applications Summary
    • Overview
    • Practical Applications
    • Key Definitions
    • Discussion
    • CONCLUSION
    • Lloyd Kurtz
    • Footnotes
  • Info & Metrics
  • PDF (Subscribers Only)
  • PDF (Subscribers Only)

Similar Articles

Cited By...

  • No citing articles found.
  • Google Scholar
LONDON
One London Wall, London, EC2Y 5EA
United Kingdom
+44 207 139 1600
 
NEW YORK
41 Madison Avenue, New York, NY 10010
USA
+1 646 931 9045
iprjournals@pageantmedia.com
 

Stay Connected

  • LinkedIn
  • Twitter

MORE FROM PMR

  • Awards
  • Investment Guides
  • Videos
  • About PMR

INFORMATION FOR

  • Academics
  • Agents
  • Authors
  • Content Usage Terms

GET INVOLVED

  • Advertise
  • Publish
  • Article Licensing
  • Contact Us
  • Subscribe Now
  • Log In
  • Update your profile
  • Give us your feedback

© 2022 Pageant Media Ltd | All Rights Reserved | ISSN Print: 2329-0196 | E-ISSN: 2329-020X

  • Site Map
  • Terms & Conditions
  • Cookies
  • Privacy Policy