SEC Proposes Rule to Enhance ESG Disclosures for Investments for Funds and Advisers

The proposal is designed to help investors assess the degree to which ESG considerations are a part of a strategy.

How ESG-Minded Investors Can Help Address the Affordable Housing Crisis

Institutional investors with a focus on environmental, social, and governance (ESG) investing can help address the housing crisis through investment opportunities in both the public and private markets…

‘Social Washing’ and How COVID-19 Has Emphasized the ‘S’ in ESG

Wind mill in field

While ESG-savvy investors are most likely familiar with “greenwashing,” which refers to the misrepresentation of environmental impact, the term “social washing” has gained new prominence as the investment community evaluates corporations’ responses to the sudden challenges presented by the coronavirus. Social washing refers to statements or policies that make a company appear more socially responsible […]

ESG: What the Future May Hold

Mountain

Read full survey Incorporation of environmental, social, and governance (ESG) factors has seen a meteoric rise in usage among institutional investors over the last several years. While not every institutional investor actively incorporates these factors into their investment decision-making process today, the rate of adoption and frequency of discussion among Callan’s clients has continued to […]

Callan Survey: ESG Here to Stay in the U.S.

Wind mill in field

View the Survey Institutional investors have been grappling for years with the issue of quantifying non-financial investment considerations and applying them to an investment decision-making framework. This is true for defining environmental, social, and governance (ESG) factors, but despite the challenges investors are persisting in finding novel solutions. And as research, data, and resources become […]

ESG Hitting Its Stride in U.S.

Wind mill in field

Callan ESG Survey Although the U.S. has strong historical roots to Europe—who can forget the Niña, Pinta, and Santa Maria?—we’ve tended to carve our own path, from the Revolutionary War onward. The evolution of environmental, social, and governance (ESG) investing has been no exception. As recently as 2017, a survey from Schroders found that “institutional investors in […]