Sustainable Index Strategies

Sustainable Index Strategies

The Constraint That Outperforms the Market: Designing for Ethical Alpha

Here is a truth that makes traditional portfolio theorists squirm: adding constraints can improve results. Not despite the restrictions—because of the...

Sustainable Index Strategies

When Greenwashing Meets a Sustainable Index Strategy

In 2022, a major European asset manager had to delist its flagship ESG fund after an investigation revealed that nearly 20% of its holdings were in co...

Sustainable Index Strategies

Choosing a Carbon-Neutral Index Without Sacrificing Long-Term Returns

Carbon-neutral indexes are not all built the same. Some simply exclude the worst emitters. Others tilt toward clean energy. A few use complex optimiza...