In this paper, we introduce our 3D-ESG approach – a model that optimises risk, return and impact simultaneously.

We also look at the ESG factors that show consistent market outperformance and how they can be integrated into a model portfolio in a risk-optimised way.

The goal of this research report was to understand whether our new, factor-based approach could provide superior ESG insights on impact for fixed-income investors.

The results challenge the conventional wisdom
about how to integrate ESG performance into sovereign debt.

We look at the actual ESG impact of popular passive funds.

We find that many ‘sustainable’ funds do not have that much impact, with some having a negative net impact.

Our flagship 25 European Fund analysis introduced our quantitative, factorised approach, and looked at the actual ESG impact of passive funds.

We find that many ‘sustainable’ funds do not have that much impact, with some having a negative net impact.

This paper presents a framework to measure and manage environmental externalities
in a large investment portfolio of publicly listed equities.

The approach and related
financial modelling can be used to estimate the economic and investment impact of any
environmental externality.

Exploring the implications of a global tax on greenhouse gas emissions, Impact Cubed CEO and founder Larry Abele is joined by respected economist Nicolaus Tideman in this thoughtful and challenging white paper.