Values Based Investing

ESG, ETFs, and Activist Investing

The topic of environmental, social, and governance (ESG) investing is a polarizing one. For every individual who advocates for it, there is another who rails against it. John O’Connell, the CEO of Oasis Group and author of the book “Rise of the Activist Investors,” falls into the first group. He believes that people who get...

ETFs, SRI, Direct Indexing and Rising Investor Activism

John discusses the societal forces and social movements that are causing the rise in ESG, SRI, Direct Indexing, and faith based investing. He outlines how the activist movements of the last decade influence investor goals and are leading towards the Rise of The Activist Investor. This was a presentation at Informa's Investment Fuse USA conference.