institutional investment
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 30, 2025 by Nat Bullard · across every show →
Everything said about institutional investment, oldest first
Jan 30, 2025 neutral
Bullard: ESG acts as a negative screen, not an alpha-generating thesis
“ESG is a set of issues, but it's not the same thing as a set of drivers. You know, they're issues to be aware of, screens and filters on making institutional investment, which is different than A, you know, an alpha case reasoned to invest capital in something…”