Climate Risks and Sovereign Issuers: Sailing into an Environmental Storm?

This edition of From The Yardarm examines how effectively ESG ratings firms assess sovereign ESG factors, especially concerning the environment. We will discuss climate initiatives formed by the United Nations and examine how sustainability regulations and investors' behavioral biases are potentially increasing risk rather than reducing it.

How to Evaluate the "Sustainability" of Sustainable Mutual Funds

Sustainable investing has come a long way. In its early days, investment managers, like Saturna Capital, created faith-based investment processes, focused on excluding companies or industries that conflicted with the tenets of an investor’s faith. This led to proactive investing, a process that encourages companies, sectors, and regions to engage in better business practices.

Islamic Finance: What Can We Learn from the Other One Percent?

Recently, sustainability-related investment trends have come into the political spotlight, leading to heightened regulatory attention. As the financial industry tries to address these challenges, it may be timely to look to other financial frameworks. One such framework represents approximately 1% of global financial assets, and it could offer valued guidance for the ever evolving financial industry, particularly as it relates to the broad sustainability community: Islamic finance.

Evaluating Islamic Standards: Islamic Investing and its Evolution from Niche to Mainstream

While the Quran encourages trade and investment – and provides guidance for how Muslims should approach these activities – formalized financial processes did not begin to develop until the mid-20th Century. In this piece, we discuss the evolution of Islamic screening and step through various methodologies present in the market.

Relics of the Past? Disruptive Innovation in the Telecom Industry

The telecom industry has seen tremendous worldwide growth in recent years as consumers use an increasing number of applications and services. Despite meaningful subscriber and data growth over the last decade, US telecom industry revenue has grown only modestly. We believe several factors explain the disconnect: competition, regulations, and disruption from over-the-top providers.