ARTICLES
Dear ExxonMobil: I See A Bad Moon Rising (For You)
Dear ExxonMobil: I See A Bad
Moon Rising (For You)
I see the bad moon a-risingI see trouble on the wayI see earthquakes and lightnin’I see bad times todayDon’t go around tonightWell it’s bound to take your lifeThere’s a bad moon...
Do Standards for Sustainability Reporting Need to be Mandated?
Do Standards for Sustainability
Reporting Need to be Mandated?
(This blog was originally published as part of the FT Moral Money Forum’s report, “Measuring What Matters: The Scramble to Set Standards for Sustainable Business,” co-sponsored...
The Times They Are A-Changin’ For Berkshire Hathaway
The Times They Are A-Changin’
For Berkshire Hathaway
Come gather ‘round peopleWherever you roamAnd admit that the watersAround you have grownAnd accept it that soonYou’ll be drenched to the boneIf your time to you is worth...
ExxonMobil’s Investor Magical Mystery Tour (Is Waiting To Take You Away!)
ExxonMobil’s Investor Magical Mystery Tour
(Is Waiting To Take You Away!)
My Oxford colleague Professor Colin Mayer and I have written before about the campaign Engine No. 1, a new and small hedge fund, is waging against the oil and gas giant...
21st Century Investors Manage Systemic Risks Through System-Level Investing
21st Century Investors Manage Systemic Risks
Through System-Level Investing
Thanks to the on-going mismanagement of systemic risks, faith in institutions continues to decline. This is particularly true of investors and Wall Street. Proclaiming a sole...
Resurrecting The PCAOB: Undoing One More Piece Of Damage From The Trump Administration
Resurrecting The PCAOB: Undoing One More Piece Of
Damage From The Trump Administration
For those who care about a just society and a planet that will support human life for generations to come, the Trump administration was a disaster in so many dramatic ways that...
Unilever’s Climate Transition Action Plan: Giving Investors A Say On Climate Targets Progress
Unilever’s Climate Transition Action Plan: Giving Investors
A Say On Climate Targets Progress
On March 22, 2021 Unilever issued a press release announcing that it would be putting its “Climate Transition Action Plan” (CTAP) to a shareholder vote at its May 5, 2021 Annual...
An Open Letter To Bill Gates Regarding Climate Change And His Good Friend Warren Buffett
An Open Letter To Bill Gates Regarding Climate Change
And His Good Friend Warren Buffett
Dear Mr. Gates, By way of introduction, I would like to thank you for everything you and your wife Melinda’s foundation is doing to combat climate change. I read your excellent...
Lessons From Covid-19 For Company Board Directors: Here’s How To Upgrade Your Corporate Governance
Lessons From Covid-19 For Company Board Directors: Here’s
How To Upgrade Your Corporate Governance
Last month Peter Dey, Chairman of Paradigm Capital, and Professor Sarah Kaplan at the University of Toronto’s Rotman School of Management published “360˚ Governance: Where Are...
The Ideology And Reality Of Sustainable Investing
The Ideology And Reality Of
Sustainable Investing
Let me start by saying it saddens me to be writing this article. Not that I don’t like to write. As an academic and as a tenured professor at Harvard Business School, a lecturer...
A Piece Of Climate Change Advice For Warren Buffett: Change Your Vote!
A Piece Of Climate Change Advice For
Warren Buffett: Change Your Vote!
No matter how rich, famous, accomplished, and well-respected a person is, we can all use some friendly advice from time-to-time. It is in that spirit that I would like to offer...
A Critical Audit Matter: It’s Time For Auditors To Come Clean On Climate Change
A Critical Audit Matter: It’s Time For Auditors
To Come Clean On Climate Change
In a previous post, “Properly Done Audits Are A Powerful Tool For Addressing Climate Change,” I wrote about recent guidance from the International Accounting Standards Board...
Properly Done Financial Audits Are A Powerful Tool For Addressing Climate Change
Properly Done Financial Audits Are A Powerful Tool
For Addressing Climate Change
I realize this title isn’t a very enticing one to most readers. But please bear with me. I promise that the story gets more interesting as it goes along. As I noted in a...
An Introduction to Activist Stewardship
An Introduction to
Activist Stewardship
The time has come for “activist stewardship.” Simply put, this means putting the skills and techniques of activist hedge funds to work where a company’s financial performance is...
The U.S. Struggle Over Climate-Change Disclosure Is Coming To A (Hopefully Successful) Head
The U.S. Struggle Over Climate-Change Disclosure Is
Coming To A (Hopefully Successful) Head
On February 26 the Subcommittee on Investor Protection, Entrepreneurship and Capital Markets of the House Financial Services Committee held a hearing that included discussion of...
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