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Category: Sustainable Fixed Income

ESG/SRI Investing: Can Investors Have Their Cake and Eat it too?

As discussed in an earlier blog, The Nomenclature of Impact Investing, ESG (Environmental, Social, and Governance) investing and SRI (Socially Responsible Investing) are two of many acronyms used for impact investing. Despite its growing popularity, some investors have voiced their concern regarding a returns trade-off. ESG investors and managers, including the 1,500 signatories of the …

Taxable Municipals: Social, Environmental and Portfolio Benefits

Taxable municipal bonds may be used to finance a variety of social and environmental initiatives such as affordable housing and healthcare, neighborhood revitalization, job creation, energy efficiency, wind turbines, solar panels, education and healthy communities, to name just a few. Two examples of the positive community outcomes from taxable municipal bonds are below: Iowa …

Fixed Income Sustainability

Fixed income sustainability takes a positive screening approach to identify bonds that finance or support environmentally sustainable initiatives. It incorporates the “E” and the “S” of ESG, which may not be as common in fixed income as equities but it can be fully integrated into fixed income analysis and helps make more-informed investment decisions. Within …