“Regionalizing” Impact Investing to Support a Just Society

The search phrase “ESG backlash” currently (and ominously) nets 666,000 results on Google[i]…. Examining the political football of ESG based on the tale of two governors can provide institutional fund managers and policy makers a prism through which to view the trajectory of ESG investing from an organic growth perspective, regulatory action for and against its proliferation, new index/product creation, and perception on whether ESG appropriately considers fiduciary investment mandates to maximize return for shareholders and benefit pensioners and 401K owners….Email: RyanScott@dulaccapitaladvisory.com for full ESG Backlash & investment implications White Paper.

DuLac Capital Advisory Analyzed Invesco’s Oil ETF RSGP individual constituent stock performance vs. their Morningstar Sustainalytics’ ESG Risk Level— surprisingly Oil Stocks with lower ESG risk tended to outperform constituents with higher ESG risk over the last year (as 07/31/2023 per Morningstar)