PODCAST: Managing ESG Investing and Client Relationships during the Pandemic
Release Date: 04/02/2020
How financial services firms are adapting their business models to the COVID-19 pandemic. Practical suggestions for continuing to service clients and manage investment strategies online through your socially distanced and dispersed advisory practice and/or asset management team.
COVID19 Silver Linings Playbook
COVID19 Silver Linings Playbook: Synchronicity
Release Date: 03/27/2020
Today is March 27, 2020. One month ago we wrote in our piece COVID19: The Good, the Bad and the Ugly, “Markets hate unexpected bad news, but when the bad news is quantifiable, investors assess impact, react accordingly, and move on.
Covid: The Good, The Bad and The Ugly
Release Date: 02/27/2020
It is no wonder that global markets are in full-on panic mode and have now corrected almost 10%, giving back the gains of the last four months.
COVID19 Silver Linings Playbook: Forbearance
Release Date: 04/28/2020
Forbearance is all about buying time: to find a vaccine, to lessen the burden on healthcare, to pay our debts, and to plan for the future. We believe a patient data-driven approach will be the driving force behind future investment returns.
Social Justice Investing as antidote to the growing COVID chasm
Release Date: 05/21/2020
What is Social Justice? We know what it means intuitively, but all definitions center around individual dignity and satisfying basic human needs.
COVID19 Silver Linings Playbook: Resilience
Release Date: 07/14/2020
Resilience as an investment factor describes companies with the capacity to adapt in the face of new circumstances and adversity.
Catholic Values
Heavenly Figures: Catholic Fund Tops International Ranking
Release Date: 05/30/2019
International markets have rallied hard so far this year, and foreign developed markets are no exception. The MSCI EAFE index gained 9.98% to the end of March in US dollar terms, despite a slight weakening of the dollar.
Climate
Climate capitalists have serious money in climate-friendly investments
Release Date: 09/19/2019
https://www.economist.com/business/2019/09/19/climate-capitalists-have-serious-money-in-climate-friendly-investments
Capital responds to climate change despite wavering at Davos
Release Date: 02/22/2020
According to widely accepted climate models, rampant Greenhouse gas (GHG) emissions are causing global mean temperatures to rise.
Infrastructure Investment and ESG Analysis: A Natural Fit
Release Date: 06/15/2020
The long-lasting economic, social and environmental impacts arising from infrastructure assets are subject to increasing scrutiny from all stakeholders. What do stakeholders look at, and why and how will this scrutiny impact infrastructure investing moving forward?
Ivka Kalus in Climate Week NYC
Release Date: 09/21/2020
Ivka Kalus, CIO of Promethos Capital, will be speaking at the Climate Week NYC on Tuesday 9/22 at 3:20 PM EST. She will talk about investing at the intersection of climate and social justice. To watch live: www.facebook.com/watch/theclimategroup
An Overview of the Environmental Issues in Oceans
Release Date: 9/29/2020
The ocean is essential for both aquatic and terrestrial life because it not only supplies a multitude of food sources for consumption but also provides approximately 50 to 85 percent of the Earth’s oxygen thanks to phytoplankton that photosynthesize sunlight and carbon dioxide.
2020 Tied for Warmest Year on Record, NASA Analysis Shows
Release Date: 01/14/2021
Earth’s global average surface temperature in 2020 tied with 2016 as the warmest year on record, according to an analysis by NASA.
Greenwashing to Green Virtue
Release Date: 04/22/2021
In honor of Earth Day 2021, let’s accept “Greenwashing” as a natural and necessary step of change and improvement towards a more sustainable future.
Don’t Supersize Me: Smaller Homes for Net-Zero
Release Date: 04/22/2022
Home buyer preferences, building codes and government incentives are at odds with the path to a net-zero carbon economy. America’s residential housing energy requirements contribute roughly 20% of total US greenhouse gas (GHG) emissions. Despite efforts towards energy efficiency and lower embedded carbon, average house sizes in the US and the world are increasing. A glaring example are “McMansions,” ostentatious 3,000+ square foot homes that prioritize size and impressive curb appeal over quality and longevity, and satisfy homebuyer preferences for larger living spaces to accommodate home offices and gyms.
Diversity
Doctor Heal Thyself:
Release Date: 01/31/2020
Medicine as a model for how asset management might improve gender diversity
Intentional Investing Driving a Gender Revolution in Asset Management
Release Date: 02/24/2020
Re-entry Women Contribute to Gender Equity, Supporting Company Performance
Release Date: 03/04/2020
Generating opportunities for women and promoting gender equity includes providing opportunities to return to work for those who took time away from work to raise their children, should they choose to do so. Getting women back to a job they enjoy helps reintroduce female talent and skill into the workforce and helps women continue towards leadership positions.
Japan’s Womenomics: a Public Policy Experiment in Fast-tracking Diversity
Release Date: 5/3/2020
Womenomics is a catalyst for building a more efficient economy ... delivering results and growing GDP
Social Unrest as Investment Catalyst for Change
Release Date: 06/12/2020
For investors, the pain of social justice denied that we are experiencing now reveals an urgent imperative for incorporating Social Justice and other ESG considerations into capital allocation and investment decision-making.
News
Top Female Investment Manager Starts New Firm
Release Date: 04/16/2019
Ivka Kalus, a recognized leader in international and global equity management and a pioneer in ESG/SRI investing, has launched Promethos Capital. The firm seeks to invest according to client values by using her time-tested risk management process and quantamental, factor-based security evaluation.
Podcast – MarketFox interview with Ivka Kalus
Release Date: 09/04/2019
In this no-holds-barred interview, Kalus, who is Chief Investment Officer of Promethos, questions why people ask whether there is enough female talent to reach 30 per cent board quotas but don’t question whether there is enough male talent to fill 90 per cent of board roles, as currently is the case. She is proud to admit that while she is not a Millennial many of her opinions could be classified along those lines. And she sees ESG investing as a work in progress.
Promethos and Entelligent Tackle Climate Resilience Investing
Release Date: 01/21/2021
Promethos Capital, an institutional investment firm, announced an agreement with Entelligent, a leading provider of climate risk analytics, to bolster its 360 degree investment research.
Promethos launches Workers Advantage strategy with JUST Capital and Deepens Social Values Platform
Release Date: 03/01/2021
Promethos Capital, announces an agreement with JUST Capital to launch the Workers Advantage strategy that will align to investor values across core investment categories.
SDGs
Star PM: ESG is about mispriced risk not Birkenstocks and organic food
Release Date: 10/25/2019
Promethos Capital's founder and CIO, Ivka Kalus, has swapped a leading fund for a boutique aimed at improving in its investments and the wider asset management industry.
Can’t have positive “E” impact or good “G” without the “S
Release Date: 08/05/2020
Watch Promethos Capital CIO Ivka Kalus talking about why integrating ESG. Even mainstream investors are moving towards accepting that integrating ESG is simply a better way to invest because ESG factors are increasingly associated with alpha and risk-reduction.
All Investing Has Impact
Release Date: 06/30/2022
Let’s dispense with the myth that impact investing is a separate category from traditional investing. All investing has impact. The question is not if there is impact but whether an investor takes that impact into account when allocating investment capital. Ignoring impact could be considered negligent investing.