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ESG disclosure is no longer compliance – it is a capital markets differentiator

“For capital markets and investors, ESG stopped being a narrative a long time ago: ESG drives trade-offs and decision-making. For companies, the valuation gap is real, and the cost of debt gap is real. Capital flows fifteen times faster to ESG leaders than to laggards; now is the time to seize the opportunity.” [COMMENTARY] The writer of this article demonstrates how companies employing ESG in…

Excessive Executive Compensation: Investor Guidance

“In recent decades, the average CEO of the largest U.S. company has made around 300 times as much as the median worker… In 1965, CEOs were paid just 21 times as much as a typical worker.” [COMMENTARY] This study says the reason for the vast increase in payouts to company executives compared to the average employee is that shareholders vote with management to increase management…

Perspectives In ESG And Sustainable Investment: ESG and the Sustainable Economy Handbook

“In sum, many institutional investors are still feeling their way as they develop their strategy for dealing with whether and how to incorporate ESG and sustainability issues into their investing decisions.” [COMMENTARY] Since it’s JD Supra offering this handbook, it has credibility. Perspectives In ESG And Sustainable Investment: ESG and the Sustainable Economy Handbook, by K&L Gates LLP, June…

Stocks Are Booming. What About Corporate Governance?

“The problem is that the governance structures in these companies are adolescent at best, ill-equipped to handle their rapid rate of revenue growth, their evolving business models, and their swiftly changing capital structures. I fear these factors will coalesce to make an eventual market downturn even more painful than it would be otherwise.” [COMMENTARY] Years ago, it was popular to think of…

How DEI Shareholder Proposals Are Faring in 2026

“This year, anti-DEI proposals represent the dominant form of DEI-related shareholder activism, while pro-DEI proposals have receded significantly in both volume and voter support.” [COMMENTARY] For many companies, DEI makes sense organizationally and financially. That doesn’t mean it’s required for every company. I sense that, in many companies, the anti-DEI shareholder proposals are political…

Faith-Based Investing Is a Small, But Growing, Niche

“There were about 150 faith-based mutual funds and ETFs with nearly $97 billion in assets in Morningstar’s database as of the end of April 2026, smaller than 30 entire fund families.” [COMMENTARY] Ethical and sustainable investing has many of its roots in faith-based investing. Yet, the size of their related markets is significantly different. I’ve often wondered why that is, especially when you…

The push to standardize ESG scores could make corporate greenwashing easier, not harder

“Critics, including law professor Lucian Bebchuk at Harvard University and economist Alex Edmans at London Business School, have argued that tying executive compensation to specific ESG metrics invites executives to game the scheme and may end up exacerbating the agency problem of executive pay.” [COMMENTARY] I disagree with standardizing ESG scores, as I believe the different weights and scoring…

May 2026 Newsletter

News & Commentaries by Ron Robins ————————————————————- New May Podcast: May 2026 Sustainable Stock and ETF Picks ————————————————————- How Investors Are Adapting to the SEC’s Deregulatory Agenda, and What to Do About It. “Investor engagement may become even more critical in an environment that reduces required disclosures to shareholders. Boards and management teams must anticipate the…

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How Investors Are Adapting to the SEC’s Deregulatory Agenda, and What to Do About It

“Investor engagement may become even more critical in an environment that reduces required disclosures to shareholders. Boards and management teams must anticipate the evolving investor response and build proactive strategies that balance regulatory relief with transparency and shareholder expectations.” [COMMENTARY] By trying to reduce corporate reporting tasks, the Trump administration is…

Podcast: May 2026 Sustainable Stock and ETF Picks

May 2026 Sustainable Stock and ETF Picks. Podcast includes articles on hydrogen/fuel cell stocks and the world’s most influential companies. By Ron Robins, MBA Transcript & Links, Episode 167, May 29, 2026 Hello, Ron Robins here. Welcome to my podcast episode 167, published on May 29, 2026, titled “May 2026 Sustainable Stock and ETF Picks.” Now, before I begin, I want to apologize if my voice at…

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#companies #fuel cell stocks #hydrogen energy #Investing for the Soul #Ron Robins #stocks

Attacks on ESG Investing are Also Attacks on Company Support for Sustainability

“In the last few years there have been mounting attacks against ‘woke capitalism’ and ESG investing…. Yet, literally thousands of major companies publish annual sustainability and corporate responsibility reports outlining their values, the business case for acting as responsible corporate citizens, and their goals and work on the environment, social issues, and governance.” [COMMENTARY] The…

Will SpaceX Change The Fiduciary Role Of Corporate Directors?

“Will SpaceX Change The Fiduciary Role Of Corporate Directors?” [COMMENTARY] Even after SpaceX becomes a public company, Elon Musk will have virtually absolute control. He will “own 42.5 percent of the company’s equity and 83.8 percent of the voting control.” When I first entered the investment business in 1969, it was becoming perceived wisdom that ‘B’ class voting shares — as distinct from…

Shareholder activists are changing tactics for promoting sustainability

“Climate-aligned investors are focusing more on private dialogues and corporate transition plans than ESG resolutions.” [COMMENTARY] The success of sustainability, ESG, and climate change resolutions has been low for several years now. So, many in activist communities associated with these issues are finding more success in private discussions with corporate management. Shareholder activists are…

Shareholders Press Big Tech Over AI Energy Use and Climate Goals

“Activist investors want Amazon, Google and Meta to explain how they’ll reconcile power-hungry data centers with their pledges to cut emissions.” [COMMENTARY] Many ethical and sustainable investors are likely asking the same questions and wondering whether their investments in these tech companies still align with their personal values. Shareholders Press Big Tech Over AI Energy Use and Climate…

The future of responsible investing

“Summary of findings from the Future of Responsible Investing Asset Owner Group and broader project, convened by the PRI (United Nations Principles for Responsible Investment).” [COMMENTARY] The UN’s PRI is a premier organization in the global responsible investment industry. What their new report has to say is worth reading. The future of responsible investing, by Future of Responsible Investing…

Key Debates in Sustainable Investment

“ESG investing reduces the risk of an investment being caught in a scandal or an environmental accident, etc., but it does nothing to incentivise a company to reduce its greenhouse gas emissions, for example.” For more information, visit Key Debates in Sustainable Investment, by Rory Sullivan and Richard Perkins, April 21, 2026, by Routledge.

Too many ESG standards?

“For many business leaders, ESG reporting can feel less like following a map and more like navigating a maze. There is no shortage of standards, frameworks and disclosure models to choose from.” [COMMENTARY] As each country and region adopts often incompatible regulations and guidelines, it creates difficulties for companies. Investors need to be aware of how and what is reported and for…

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