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Author: Michael Greis

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Tuesday, 9/14 – ESG and the Global Plastics Supply Chain – Uncovering material risks and opportunities

Tuesday, 9/14 – ESG and the Global Plastics Supply Chain – Uncovering material risks and opportunities

In 2020, the global plastics market generated roughly USD 580 billion in revenues with more than a third of that total coming from sales into the packaging market. While consumer packaging applications account for the largest segment, plastics touch virtually

Michael Greis September 11, 2021September 11, 2021 Sustainable Investing Read more

CFA Boston Sustainable Investing – A Practitioner Panel on Incorporating Credit Impact of ESG Issues Using Moody’s ESG Cross Sector Methodology

CFA Boston Sustainable Investing – A Practitioner Panel on Incorporating Credit Impact of ESG Issues Using Moody’s ESG Cross Sector Methodology

Please join us on Tuesday, June 22nd at noon when we bring together a panel of practitioners to discuss the use of newly-available ESG credit impact scoring from Moody’s in their work. Our practitioners have taken a deep dive into

Michael Greis June 17, 2021November 15, 2021 Sustainable Investing Read more

Is Direct Indexing a Threat to Mutual Funds and ETFs? An industry-wide question with a Sustainable Investing connection

Is Direct Indexing a Threat to Mutual Funds and ETFs? An industry-wide question with a Sustainable Investing connection

The June 8th CFA Boston session – Direct Indexing: Existential Threat to ETF’s & Mutual Funds or Just Another Niche Technology Platform? – asks a question with industry-wide implications. A similar question was asked not that many years ago as

Michael Greis May 20, 2021 Sustainable Investing Read more

Thursday, May 20th – ESG Series: Fiduciary duty – how understanding and practice are evolving to meet a changing investment landscape

Thursday, May 20th – ESG Series: Fiduciary duty – how understanding and practice are evolving to meet a changing investment landscape

Fiduciary duty is such an enduring and steadfast principle that it seems to suggest a state of constancy. However, the interpretation and application of the concept has evolved over time to reflect the changing realities of the world around us

Michael Greis May 19, 2021 Sustainable Investing Read more

Tuesday May 4th- ESG Series: Understanding the Evolving “S” Landscape Through its Foundations in Human Rights

Tuesday May 4th- ESG Series: Understanding the Evolving “S” Landscape Through its Foundations in Human Rights

Interest in the “S” in ESG has been quietly growing in the last several years. The pandemic brought a new level of attention to these issues as investors assessed how well companies were prepared for – and responded to –

Michael Greis April 30, 2021 Sustainable Investing Read more
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Recent Items of Interest

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September, 2023 - IEA. Executive summary – IEA Net Zero Roadmap: A Global Pathway to Keep the 1.5 °C Goal in Reach – Analysis. (Web page, Accessed October 30, 2023 )
(A nicely laid out, easy to read summary of the IEA's September 2023 report for those not yet ready to tackle the 226 page report itself.)
September, 2023 - TNFD. Getting started with adoption of the TNFD recommendations. (Document/White Paper )
(The TNFD recommendations on nature-related issues, a risk management and disclosure framework for natural capital issues, were issued on September 19, 2023. This document is a guide for companies on adopting the recommendations.) Download
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