Impact investing can be a driver of alpha across listed equities under the right conditions, according to research published by Schroders in partnership with Oxford University’s Saïd Business School. Analysing 257 impact companies, the research assessed whether the firms outperformed traditional benchmarks using asset pricing models and regression analysis. Key financial drivers were controlled – size, value, momentum, profitability and investment…
Study shows impact investing can drive alpha across listed equities
Impact investing can be a driver of alpha across listed equities under the right conditions, according to research published by Schroders in partnership with Oxford University’s Saïd Business School. Analysing 257 impact companies, the research assessed whether the firms outperformed traditional benchmarks using asset pricing models and regression analysis. Key financial drivers were controlled – size, value, momentum, profitability and investment…
Study shows impact investing can drive alpha across listed equities
Impact investing can be a driver of alpha across listed equities under the right conditions, according to research published by Schroders in partnership with Oxford University’s Saïd Business School. Analysing 257 impact companies, the research assessed whether the firms outperformed traditional benchmarks using asset pricing models and regression analysis. Key financial drivers were controlled – size, value, momentum, profitability and investment…
Study shows impact investing can drive alpha across listed equities
Impact investing can be a driver of alpha across listed equities under the right conditions, according to research published by Schroders in partnership with Oxford University’s Saïd Business School. Analysing 257 impact companies, the research assessed whether the firms outperformed traditional benchmarks using asset pricing models and regression analysis. Key financial drivers were controlled – size, value, momentum, profitability and investment…
Study shows impact investing can drive alpha across listed equities
Impact investing can be a driver of alpha across listed equities under the right conditions, according to research published by Schroders in partnership with Oxford University’s Saïd Business School. Analysing 257 impact companies, the research assessed whether the firms outperformed traditional benchmarks using asset pricing models and regression analysis. Key financial drivers were controlled – size, value, momentum, profitability and investment…
Study shows impact investing can drive alpha across listed equities
Impact investing can be a driver of alpha across listed equities under the right conditions, according to research published by Schroders in partnership with Oxford University’s Saïd Business School. Analysing 257 impact companies, the research assessed whether the firms outperformed traditional benchmarks using asset pricing models and regression analysis. Key financial drivers were controlled – size, value, momentum, profitability and investment…
Study shows impact investing can drive alpha across listed equities
Impact investing can be a driver of alpha across listed equities under the right conditions, according to research published by Schroders in partnership with Oxford University’s Saïd Business School. Analysing 257 impact companies, the research assessed whether the firms outperformed traditional benchmarks using asset pricing models and regression analysis. Key financial drivers were controlled – size, value, momentum, profitability and investment…
Guest Post: Can DEI 2.0 Include Everyone?
By: Chad Spitler, Founder and CEO, Third Economy Risk mitigation is top of mind for U.S. corporate issuers in 2025, as the current federal administration attacks diversity, equity and inclusion, or “DEI”. Just pick up a newspaper or scroll through LinkedIn and you’ll see hundreds of responses to corporate DEI commitments (or retractions) in reaction to recent legal challenges and…
How has SDR affected UK investment portfolios so far?
A limited choice of easily identifiable labelled products for investors to choose from, and the absence of passive products, are the main concerns as the deadline for managers of UK sustainable funds to comply with the Sustainability Disclosure Requirements (SDR) passed last week (2 April). That’s according to the latest report published by Morningstar Sustainalytics – UK SDR Labeled and…
How has SDR affected UK investment portfolios so far?
A limited choice of easily identifiable labelled products for investors to choose from, and the absence of passive products, are the main concerns as the deadline for managers of UK sustainable funds to comply with the Sustainability Disclosure Requirements (SDR) passed last week (2 April). That’s according to the latest report published by Morningstar Sustainalytics – UK SDR Labeled and…