Biodiversity Risks & Opportunities: What Companies Need to Know
How companies should assess and manage biodiversity risks and impacts.
Global Impact Strategy Report 2022/2023
Strategy Impact Report Global Impact Strategy Read the full report Portfolio Commentary The year under review was marked by a variety of cross currents—China’s sudden post Covid-reopening, extreme weather, geopolitical tensions, and rapidly rising interest rates. Amidst this backdrop, the Global Impact strategy returned +16.9%, largely in line [...]
Growth Vs. Value Stocks: What’s The Difference?
What do equity managers mean when they discuss growth versus value? The answer is not as intuitive as it seems. While a stock can transition from growth to value and back again throughout its life cycle, the two styles offer distinguishing characteristics, and like small versus large cap, play distinct roles in asset allocation. Though [...]
Small Cap Stocks vs. Large Cap: What’s the Difference | BCAM
Large-cap stocks are historically less risky than small-cap. Learn the difference between large and small-cap stocks and decide where to invest.
Annual Impact Report
Annual Impact Report Seventh Annual Impact Report | July 2023 Read the full report Dear reader, In 2022, ESG faced a new level of scrutiny. The EU deepened regulatory efforts and its focus on climate mitigation and human rights. In contrast, the ideological divide in the US fueled politicized anti-ESG [...]
Stakeholder-Informed Engagement
Since inception, Boston Common has taken a multi-pronged approach to engaging companies on emerging systemic and company level issues.
Emerging Markets Sustainability
By Liz Su, CFA A New Growth Foundation The pandemic’s deep and disparate impacts have taken a toll on global markets, and Emerging Markets (EM) equities have not been spared. Amid the post-pandemic tumult, however, there are green growth indicators providing hope for a post-pandemic recovery. The increasing focus on sustainability in EM economies [...]
ESG’s Underperformance in 2022 Reflects Style Shift
Michelle Buckley, CFA, CAIA Portfolio Manager, Director of Multi-Asset Strategies As 2022 came to a close, rankings of the year’s best- and worst-performing ESG funds tended to highlight Value’s dominance over Growth and exposure to Technology as key factors influencing U.S. Equity ESG funds’ relative underperformance. Indeed, investors tend to perceive Technology — [...]
Have US Profit Margins Peaked?
Portfolio Manager, Michelle Buckley, analyzes how the Covid-19 pandemic and the concurrent Great Resignation may have reinstated the traditional relationship between compensation and productivity, its implications for US portfolios and influence on capital allocation for all Americans.
Impact Report: Global Impact Equity Strategy 2021/2022
Global Impact Equity Strategy 2021/2022 This 2nd annual Impact Report for our Global Impact strategy comes to you at a time of volatile global financial market conditions, noticeable impacts of climate change, and an energy crisis that has intensified the rush towards energy transition. Amid the resulting instability and uncertainty, we continue to see opportunity [...]
