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Analysis-Vanguard's climate group exit shows retail investors trail on ESG
Reuters via Yahoo ^ | January 12, 2023 | By Ross Kerber and Tommy Wilkes

Posted on 01/12/2023 4:55:30 AM PST by Oldeconomybuyer

(Reuters) - Vanguard Group's decision last month to quit a key climate change coalition underscores how the retail investors who dominate its client base focus less on environmental, social and corporate governance (ESG) priorities than institutional investors.

Vanguard said last month it would drop out of the Net Zero Asset Managers (NZAM) initiative, whose members commit to making their investment portfolios emission-neutral by 2050. It said 80% of its close to $8 trillion in assets are in its index funds, which primarily attract retail investors.

These funds generally do not have discretion to include or exclude stocks beyond a pre-set mandate, and most do not account for carbon emissions.

Vanguard did not explain what changed since 2021, when it joined NZAM, but said it was responding to a desire of its clients to provide "clarity" and make its independence clear.

Vanguard's biggest competitors, BlackRock Inc and State Street Corp's asset-management arm, rely more on institutional investors including pension funds and foundations. Both BlackRock and State Street have stuck with NZAM.

(Excerpt) Read more at finance.yahoo.com ...


TOPICS: Business/Economy; Constitution/Conservatism; News/Current Events; Politics/Elections
KEYWORDS: blackrock; blackrockinc; climatechange; esg; gfanz; globalism; globalwarming; globalwarminghoax; greatreset; greennewdeal; hoax; investment; market; netzero; nzam; propaganda; reparations; socialism; statestreet; vanguard

1 posted on 01/12/2023 4:55:30 AM PST by Oldeconomybuyer
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To: Oldeconomybuyer
...Vanguard did not explain what changed since 2021...

Ah, must be those pesky market forces again.
2 posted on 01/12/2023 4:58:25 AM PST by ComputerGuy (Heavily-medicated for your protection)
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To: Oldeconomybuyer

Vanguard will pick up an easy couple trillion in funds to manage by going un-woke.


3 posted on 01/12/2023 5:00:09 AM PST by DaxtonBrown
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To: Oldeconomybuyer

good for Vanguard ... going back to what they were originally created for ...


4 posted on 01/12/2023 5:00:18 AM PST by bankwalker (Repeal the 19th ...)
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To: bankwalker

Depends on what it was created for...


5 posted on 01/12/2023 5:02:24 AM PST by mewzilla (We will never restore the republic if we don't first secure the ballot box.)
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To: mewzilla

index tracking funds ... extremely low management fees ...


6 posted on 01/12/2023 5:04:53 AM PST by bankwalker (Repeal the 19th ...)
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To: Oldeconomybuyer

Retail is a thin-margin world, not compatible with strangulation socialism.


7 posted on 01/12/2023 5:06:30 AM PST by lurk (u)
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To: Oldeconomybuyer

Over time, as performance figures come in, and investors gradually move money from the less profitable to the more profitable houses and issues, the question of fiduciary responsibility will damage the wokesters. Some lawsuits will also create drag on their zealotry.

Reality does have a way of correcting investment errors. it just takes a while.


8 posted on 01/12/2023 5:17:38 AM PST by William of Barsoom (In Omnia, Paratus)
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To: Oldeconomybuyer

Dear Larry Johnson,

I am writing in response to your recent message to our Board of Directors. I kindly ask that you accept my response on their behalf.

We believe that a company’s ability to address ESG concerns can influence its overall performance. Much like many other factors we consider that can impact a portfolio company’s performance, our investment professionals seek to identify, analyze, and integrate information about ESG risks and opportunities to help enhance their ability to make better investment decisions and pursue better outcomes for our fund investors.

We appreciate you taking the time to reach out and we look forward to continuing to serve you as a shareholder in the funds that we manage. If there is anything we can do to assist you, please call a representative at 1-800-225-5132. Representatives are available Monday through Friday from 8 a.m. to 8 p.m. ET.

Sincerely,

Tanner Myers
Senior Account Services Representative
T. Rowe Price Services, Inc.


9 posted on 01/12/2023 5:19:57 AM PST by larryjohnson (FReepersonaltrainer)
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To: Oldeconomybuyer
It's the wisdom of (retail) crowds. As Aristotle said just few years ago, "it is possible that the many, though not individually good men, yet when they come together may be better, not individually but collectively..."

It's also the wisdom of crowds that make free markets smarter than central planning by governments.

Consumers when voting with their wallets know better than a few bureaucrats.

10 posted on 01/12/2023 5:23:19 AM PST by RoosterRedux
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To: Oldeconomybuyer

Focus less on communism is more like it.


11 posted on 01/12/2023 5:28:37 AM PST by Vision (Woke is communism and it has no place in America. Election Reform Now! Obama is an evildoer.)
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To: Oldeconomybuyer
Vanguard has to answer to the "unwashed" retail investors who won't get bailed out by tax increases or government bailouts available to most institutional investors.

But don't worry, the Feral Government™ bureaucrats will use their "pen" to save Mother Gaia from the evil fossil fuel corporations.

12 posted on 01/12/2023 6:24:49 AM PST by SecondAmendment (This just proves my latest theory ... LEFTISTS RUIN EVERYTHING !!!)
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To: Oldeconomybuyer

They still vote your shares according to ESG. I asked.


13 posted on 01/12/2023 6:25:25 AM PST by Uncle Miltie ("The News” is a fake narrative promulgated by the Deep State Uniparty to control you and enrich them)
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To: larryjohnson

“our investment professionals seek to identify, analyze, and integrate information about ESG risks and opportunities to help enhance their ability to make better investment decisions”

Vanguard is still an ESG company. They just said so.


14 posted on 01/12/2023 6:34:51 AM PST by Uncle Miltie ("The News” is a fake narrative promulgated by the Deep State Uniparty to control you and enrich them)
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To: Uncle Miltie

That letter is from a Senior Account Services Representative at T. Rowe Price Services, Inc., not Vanguard.


15 posted on 01/12/2023 7:25:41 AM PST by clockwise
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To: clockwise

Sorry, i got almost identical boilerplate from Vanguard.


16 posted on 01/12/2023 7:29:47 AM PST by Uncle Miltie ("The News” is a fake narrative promulgated by the Deep State Uniparty to control you and enrich them)
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To: bankwalker

No Fducking Way are they going back. They need to apologize to their shareholders.
Vanguard gave $1 million to BLM in the days after the Saint George of Floyd “celebrations”. When confronted about the sheer stupidity of that they said some jumble-mumble stuff about representing a wide range of views and valuing diversity blah, blah, blah.
Vanguard had been using their website to tell everyone how they “stood with” the Floydians, etc.
Those weaklings at Vanguard betrayed middle-class America a long time ago. And they will have to travel a long way to join up with them again.


17 posted on 01/12/2023 8:35:50 AM PST by Honest Nigerian
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To: larryjohnson

Larry!
Thanks for sharing. That is some mealy-mouthed groveling for sure.
Yuck


18 posted on 01/12/2023 8:37:20 AM PST by Honest Nigerian
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To: Oldeconomybuyer

We gave our Vanguard guy an earful about six months ago in our monthly conference call. I’m sure we aren’t the only ones. (I think we might’ve scared him a little - LOL!)


19 posted on 01/12/2023 8:38:48 AM PST by MayflowerMadam (Stupid is supposed to hurt.)
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