May 8, 2015
Time to energize? The outlook for oil, equities, and high-yield bonds.
Dan Morris, CFA, Global Investment Strategist; Tim Hopper, Ph.D., Chief Economist; Michael Ainge, CFA, Head of Corporate Credit Research; Jeff Bellman, Energy Research Analyst
September 22, 2014
Socially Responsible Investing (SRI): Delivering competitive performance
A TIAA-CREF analysis shows that SRI indexes delivered market-like returns and risk over the long term. Performance was comparable to broad market indexes, despite using a smaller universe of stocks meeting environmental, social, and governance (ESG) criteria. Summary:
Socially Responsible Investments are subject to the risk that because social criteria exclude securities of certain issuers for non-financial reasons, investors may forgo some market opportunities available to those that don't use these criteria