At the beginning of February, we published an analysis explaining why SRI portfolios had underperformed in 2025. We explained that this was neither an error nor an anomaly, but rather the natural result of applying different investment criteria within the same risk framework, and that SRI investing goes through favourable and unfavourable market cycles that…
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During January 2026, we published the returns of our portfolios in 2025, which were especially positive overall. In this context, we also noted that ISR portfolios had clearly underperformed standard portfolios, an issue also discussed when analyzing ISR pension plan results.
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Guide to the Down Payment for an Apartment at Age 18. Some gifts last a day, and others last a lifetime.
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From November 10 to 22, 2025, the city of Belém, at the gateway to the Amazon, hosted COP30, the 30th Conference of the Parties on climate change of the United Nations. The summit was extended one day longer than expected and ended with the adoption of the “Global Mutirão Decision” and the “Belém Package,” which…
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As we’ve seen in previous analyses, Socially Indexed Investing (SRI) or ESG (Environmental, Social, and Governance) follows cycles and can be as or even more profitable in the long term.
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With this article, we’re launching a new section on personal finance, exploring financial concepts through everyday situations.
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What do POPs represent? COPs (Conferences of the Parties) are annual meetings organized under the United Nations Framework Convention on Climate Change (UNFCCC), an international treaty adopted in 1992 to address the climate crisis.
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For millennia, the term balance has been considered one of man’s most recognized virtues. Although historically this concept has almost always been used for morality -in fact, in Ancient Greece, the great Aristotle referred to moral virtue as the middle between two extremes-today we can also extend this virtue to finance, and the balance that…
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The world is transforming to become more sustainable. Businesses are struggling to make their bottom line, while trying to limit their impact on the environment. Governments are scrambling to restructure their archaic institutions and facilities to be friendlier to people and the planet. But achieving many of these goals is neither easy nor cheap. For…
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As we have discussed in previous issues, indexed Socially Responsible Investment (SRI) has better years and worse years. Since equity SRI indexes have existed, they have tended to be equal to or slightly better than their non-SRI benchmarks. As can be seen in the chart below, which compares the cumulative returns of our SRI index…
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