Omega Point Blog

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 We will turn the tables on the outdated...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

An ESG Assessment of Asset Owner “X”

September 08, 2019

I’m Julia Casals and this week I’ll be taking the reins of Factor Spotlight to address ESG from a different lens, that of the Asset Owner or investment allocator as opposed to the investment manager. I recently joined Omega Point as Head of Investment Strategy and my responsibilities will include working with our clients in applying quantitative techniques in their investment...

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Julia Casals
Julia Casals

Comparing ESG Metrics Across Major Indices

August 25, 2019

Last week, we introduced our new ESG overlay that allows you to see ESG KPIs alongside traditional factor exposures for any given portfolio. We’ve also recently introduced a new Compare feature that allows Omega Point users to compare performance, risk, and exposure between multiple portfolios, ETFs, or securities. Today, we’ll use this tool to analyze ESG characteristics for the ...

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Omer Cedar
Omer Cedar

Screening Stocks with an ESG Overlay

August 18, 2019

Over the past several weeks, we’ve decomposed the performance trends of various ESG KPIs (courtesy of OWL Analytics). Not only have we measured how individual ESG KPIs have performed independently, we’ve also seen how the aggregated pillars of Environmental, Social, and Governance have played out over the past 5 years. Through our analyses we’ve established that companies that share...

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Omer Cedar
Omer Cedar

How is Good Governance Rewarded?

August 11, 2019

Today, we’ll turn our attention to the individual KPIs that form the “Governance" piece of the "Environmental, Social, & Governance" investment framework. We’ll also provide this week’s update on market and factor (US & worldwide) trends. Unsurprisingly, we've seen Total Risk spike in the US and worldwide models, while the risk-on factors of Market Sensitivity and Volatility have...

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Omer Cedar
Omer Cedar