The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Prediction Held up
Third-party ESG ratings will not converge like credit ratings
“And I think that that will remain over time. People sometimes wonder if they'll converge like the credit rating agencies have converged, but I don't think that's the case because they're fundamentally often measuring different things or placing emphasis on thi…”
Wendy Cromwell Jun 8, 2020 ▶ 22:05 Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
Assertion Supported
Physical climate risk is locked in for the next 10 to 15 years
“No matter Which of those two paths that we're on or any of the paths in between the physical manifestations of climate risk over the next 10 to 15 years will be the same.”
Wendy Cromwell Jun 8, 2020 ▶ 45:55 Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
Assertion Supported
High active share funds with long holding periods significantly outperformed
“And what they found was those funds from 1994 that had high active share. They were very different from the benchmark and they had high fund duration. They had long holding periods. They significantly outperformed.”
Wendy Cromwell Jun 8, 2020 ▶ 19:43 Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
Assertion Supported
Global equity holding periods dropped from three years to under one
“There's a piece by the World Bank that shows that the average holding period for stocks globally has fallen from over three years back in the late seventies To less than one year today.”
Wendy Cromwell Jun 8, 2020 ▶ 18:14 Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
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