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Articles & Guidance

Articles & Guidance: About

Author & Co-author

Technical guide for limited partners: responsible investment in private equity

Principles for Responsible Investment (PRI)

April 2020

​For Limited Partners and General Partners, the focus is increasingly not “if” they should integrate ESG but “where, how, and is it feasible?”

​COVID-19 demonstrates the need to address ESG risks in supply chains

Responsible Investor

April 7, 2020​

"The widespread impact of the coronavirus pandemic is revealing a significant vulnerability in corporate supply chains — the potential for disruptions and delays born of employer-controlled working and living conditions that contribute to the spread of the virus. The investment community is now at an inflection point on how to value and assess the treatment of human capital in corporate supply chains going forward."

Driving Business Value through Climate Scenario Analysis

November 2019

Scenarios provide a framework to understand, approach and manage the complexity that climate change presents to business decisions. It allows an organization to address the unreliability of historic data and incorporate the uncertainty around details of the transition to a lower-carbon economy.

Building Power Across The Impact Investment Field

Jessie Smith Noyes Foundation

June 4, 2018

"Insights presented here are intended to benefit peers interested in sustainable, responsible and impact investing, advisors that serve these markets, and investment fund managers looking to identify unmet demand. We hope this paper will contribute to investor-advisor dialogues and lend insights to peer organizations conducting their own advisor searches."

4 steps to walking the talk through SDGs disclosure


​April 26, 2018

Addressing investor inquiries on environmental and social issues

IR Magazine

October 26, 2017

How to Invest in Sustainable and Responsible Assets


December 8, 2014

Fiduciary Duty is Not an Obstacle to Addressing ESG

Intentional Endowments Network

October 25, 2015

Articles & Guidance: List

Contributor or Advisor

Hiring an Investment Consultant: Making Your ESG Intention Actionable 

Intentional Endowment Network

July 2018

Environmental, Social, And Governance (ESG) Investment Tools: A Review of The Current Field

Prepared for: The Chief Evaluation Office, US Department of Labor

December 2017

Addressing ESG Factors Under ERISA 

Principles for Responsible Investment (PRI)

November 21, 2016

Fiduciary Duty in the 21st Century

United Nations Environment Programme Finance Initiative (UNEP FI)


The Case For Investor Engagement In Public Policy

Principles for Responsible Investment (PRI)


Responsible Investment in Focus: How leading pension funds are Meeting the Challenge 

United Nations Environment Programme Finance Initiative (UNEP FI)


Articles & Guidance: List
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