There’s long been a debate about the role of business in society, which I’ll address in a later post. For now, let’s stick with related question of whether it pays for an investor to focus on ESG. There’s a … Read More
Over the past year we have spoken with dozens of companies about ESG performance and disclosure. Sustainability teams are thinly staffed and overwhelmed by the sheer volume of surveys, requests for information, and the alphabet soup of reporting frameworks … Read More
Tony Davis is quoted in a piece by Emelia Hamilton Russell in Spear’s Magazine entitled “The New Capitalism: Has Wealth Found a New Conscience?” She discusses the rapid growth in assets invested in impact-related strategies and how capitalism is … Read More
On January 23, 2018, Tony Davis participated in a Knowledge@Wharton podcast entitled “How to Drive Competitive Returns with Impact Investing.” He discussed how Inherent Group incorporates material ESG factors into its investment process, his personal investing approach, and Inherent … Read More
On May 3, 2016, Tony Davis spoke at the Milken Institute on a panel entitled “Impact Investing: Where are the Deals?” Moderated by Amit Bouri, CEO of the Global Impact Investing Network (GIIN), panelists describe a range of approaches … Read More
Some bricks and mortar retailers are adapting well to the new normal.
States use creative solutions to address the future of work as “laboratories of democracy.”
Business leaders insist on the business case for ESG investments.
This enduring cross-sector partnership illustrates the kind of social, and economic, impact that the private sector can help drive. Paula Luff, Inherent's Director, Sustainability & Impact, helped create and lead this program while she was at Pfizer.
A discussion of the risk premium added to borrowing costs attributable to climate-related issues.
An open letter to Jefferies employees shared publicly regarding the value of questioning any company’s leadership.
Some guidance on the numerous reporting framework acronyms.
An opinion piece from Jamie Dimon and Warren Buffett regarding the costs of managing to quarterly earnings.
An analysis of the trends in 2018’s proxy season.
A history of the disposable straw, the environmental controversy surrounding it, and broader lessons on capitalism.
An overview of an interactive map depicting the development of coal power plants since 2000.
A look at the global environmental impact of plastic, 40 percent of which is used just once before being discarded
An analysis of the strategy behind the world’s largest CEO pay package--and one of the most unique.
A professor discusses her view of where EM markets are in the cycle.
A look at the growing world of direct-to-consumer companies.
An opinion piece about the value of Starbucks’s bias training.
A professor’s view on how to improve capitalism, the “world’s largest co-operative system.”
An empirical analysis that demonstrates the alpha generation of a lower carbon investment portfolio.
A look at the increasingly public role many CEOs are playing in weighing in on controversial political and social issues.
How Cape Town and its residents are coping with an unprecedented water shortage, and its implications for business.
Setting a self-imposed emission target and deadline is an intriguing leadership step for a company with McDonald’s visibility.
Merck’s CEO reflects on his career and the role of CEOs today.
A look at the radical, productive culture of the electric truck company, Chanje.
An opinion piece about why the movement away from hospitals is a good thing.
One of the largest oil companies in the world predicts 300 million electric vehicles on the road by 2040, up from 3 million today.
Two of the US’s largest retailers voluntarily take a leadership stance on gun sales.
Ben Thompson describes the theory for the Amazon-Berkshire Hathaway-JPMorgan long game.
The world's largest index fund manager calls on companies to foster long-term value.
Consumer behavior differs based on natural human tendencies.
Data falsification highlights need for a “chief quality officer” to matter as much as chief financial officer.
How Glassdoor and sites like it provide radical transparency into corporate cultures.