What does Paul Polman’s legacy mean for socially and environmentally responsible companies?

  • A year before Paul Polman, the 62-year-old chief executive of consumer packaged goods giant Unilever announced his retirement last week, he fought an epic battle for the future of the company – and perhaps of capitalism.

Shell to link short-term carbon emission reductions with executive pay

  • What it signals: The willingness of oil and gas majors to play ball with the big capital allocators – who increasingly view climate change as a major systemic risk facing society… and their long-term portfolios – as well as Shell’s desire to be seen at the forefront of the energy transition.

Tools for optimizing impact help investors identify risks and opportunities

  • Targeting, measuring and managing social impact can illuminate other investment factors as well.
  • Some new tools generated by the cottage industry of global agencies and associations can help investors use impact analysis to manage risk, generate dealflow and spot opportunities.

Hedge in a volatile market: Companies meeting basic needs in emerging markets

  • “Growing consumer populations continue to consume essentials,” write Will Poole and Dimitrios Lagias of Capria, which invests in emerging market private-equity funds, in a market brief that charts the resilience of such consumption in previous market downturns.