Fan Favorite - Bill Davis Explains How ESG Investment Products Are Built

This week, we are featuring a fan favorite episode where Kaitlyn Allen talks with Bill Davis, founder of Stance Capital. Stance Capital was established in 2016 to bring to market investment portfolios that mitigate material environmental, social, and governance risks and generate excess returns while at the same time allowing investors to align their portfolios with their belief systems. Bill has a BA from Connecticut College and has taught or been a guest lecturer at Columbia University, Harvard College & Harvard Business School, MIT & MIT Sloan, and Vanderbilt University. Bill also serves on the Ceres and the Children’s Environmental Literacy Foundation boards.

Listen as Kaitlyn and Bill clarify some common ESG-related terms, including ESG investing vs. impact investing and greenwashing. They also bring up the genesis for intentional focus on ESG data gathering and how it started with voluntary CSR reports filed by companies. (Currently,  the vast majority of S&P 500 companies are now preparing these filings.)  Bill and Kaitlyn also cover the three key elements of portfolio construction and the importance of having industry-specific comparisons and measurements.

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