Potential ESG Risks in the US Health Care Industry

The US health care industry is facing some uncertainty under the current administration. Recent news coverage focused primarily on the failed attempt to repeal the Affordable Care Act, but question marks related to deregulation and pricing remain. Investors will need to monitor developments closely to ensure they proactively manage emerging ESG risks.

Tobacco Mergers: Can You Buy the Brand but Leave the Health Liability?

Due to the success of anti-smoking campaigns and regulation, tobacco companies are increasingly struggling with a dwindling customer base. This has led to a wave of consolidation in an effort to maximize profits through industries of scale. As these behemoths gobble each other up and cigarette brands change hands, it leads investors to question what happens to the societal liabilities attached to them.

The Fearless Girl Beckons: Tracking Gender Diversity

The Fearless Girl stands in front of the Charging Bull, her hands on her waist, her stare strong and defiant. She challenges Wall Street’s bull, which has long symbolized strength and prosperity in a male-dominated corporate culture. She also is a poignant representation of the growing demand for greater gender diversity.

#DeleteUber: The Changing Face of Consumer Boycotts?

In late January 2017, 200,000 Uber users deleted their accounts in just one week. Meanwhile, the company’s closest competitor, Lyft, surpassed Uber in the number of daily iOS downloads for the first time. This consumer action formed part of the #DeleteUber campaign on social media. Given the campaign’s impact, it is important to ask how it differs from more traditional consumer boycotts and what investors can learn from it.

Finding Value Through Thematic ESG Investing

On January 25th Sustainalytics published 10 for 2017: Investment themes in a changing world, the fourth installment in our 10 for series. As the title suggests, the report looks at thematic ESG investing.

Why Responsible Investing is in our DNA

– Celebrating Sustainalytics’ 25th anniversary. This year Sustainalytics turns 25. It is an important event to celebrate, but, for me, the true value of such milestones lie in the fact that they give you pause to reflect. While Sustainalytics is a success story, it doesn’t mean we didn’t have some peaks and valleys. At any rate, I ask myself how we were able to create a company that has built responsible investing into its very DNA.