Sustainability Matters Energy underweighting is not as big a factor. As the third quarter draws to a close, markets continue to struggle. Equities are in bear market territory. The Morningstar US Market Index is down 23.8% for the year to date (all performance data is through Sept. 27). The Morningstar Global Markets Index is down 24.8%. In addition, bond prices have…

Sustainability Matters Do you know the difference? One way to clear up some of the confusion surrounding environmental, social, and governance investing is to distinguish between ESG as part of an investment process and ESG as an investment product. ESG as Process Let’s start with ESG as process. Investors use ESG information and analysis in their investment processes to help them…