Omega Point Blog

Clean Infrastructure through Industrials-Colored Glasses

April 11, 2021

The focus on improved US infrastructure has lingered at center stage this week, as the business and investment worlds continue to weigh in on the pros and cons of President Biden’s proposed $2 trillion American Jobs Plan. Though the plan has faced much criticism in Congress, there are still ambitious efforts underway to get a clean infrastructure bill passed by the end of the summer.

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Alyx Flournoy, CFA
Alyx Flournoy, CFA

The New Frontier: Investments in Clean Infrastructure

April 04, 2021

This past week on March 31, the Biden Administration announced the American Jobs Plan, which proposes a $2 trillion plan to invest in US infrastructure. The plan highlights several areas of public investment designed to address the climate and racial inequities that have arisen in part due to an aging national infrastructure and lack of focus on research & development. If passed, the proposed...

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Alyx Flournoy, CFA
Alyx Flournoy, CFA

Is there ESG Awareness in Alpha-Driven Stocks?

January 17, 2021

With the inauguration of the 46th US president just days away, there has never been a riper time for the fruit of socially responsible investing. President-Elect Biden has promised to directly address the environmental, social, and governance issues that are bound to plague society if left with no focused intervention.

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Alyx Flournoy, CFA
Alyx Flournoy, CFA

The Hidden Election Candidate: ESG

October 25, 2020
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Alyx Flournoy, CFA
Alyx Flournoy, CFA

How has Socially-Responsible Investing Performed in 2020?

June 28, 2020
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Chris Martin
Chris Martin

Investing in Employee Diversity and Rights

June 21, 2020

Last week we had focused on analyzing the ‘Human Rights’ factor and found that companies scoring high on this measure had performed well historically but also offered investors positive exposure to similarly important ESG factors, most notably 'Diversity & Rights'.

This week we shift our attention to this 'Diversity & Rights' factor using the potent ESG datasets from our partners at OWL...

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Chris Martin
Chris Martin

Investing in Human Rights

June 14, 2020

 

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Omer Cedar
Omer Cedar

Impacting Change Through Socially Responsible Investing

June 07, 2020
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Omer Cedar
Omer Cedar

Dangling the ESG Carrot

October 06, 2019

Up until now, we have evaluated companies that have been “bad actors” when it comes to ESG. For this week’s Factor Spotlight, we’ll take a look at how the institutional investment community is forcing positive change in company behavior and influencing practices that align with growing shareholder interest in broadly recognized ESG principles. We will turn the tables on the outdated...

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Julia Casals
Julia Casals

An ESG Tale of Tree Smuggling, DNA Testing, & Poisonous Gases

September 29, 2019

During Climate Week in NYC, I had the opportunity to speak with many investment practitioners, including CIO’s, fundamental PM’s and analysts on how they are integrating ESG into their investment decision making process. I had a particularly fascinating conversation with Gabriel Thoumi, CFA, who works with two ESG related NGO think tanks in the financial markets space: Planet...

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Julia Casals
Julia Casals