When Scandals Are Market Signals

Podcast
18 min listen
November 21, 2025
In this episode

Oil spills, labor violations, data breaches. When controversy strikes, should investors pull out or hold their nerve? We unpack fresh analysis on what happens when portfolios steer clear of scandal-prone firms and the surprising impact on returns.

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Sustainability Now Podcast

The world of Sustainability explored. A rotating cast of environmental, social, and governance researchers join hosts Mike Disabato and Bentley Kaplan as they discuss the most pressing news of the week. But in an enjoyable way.

The Return and Risk Characteristics of Controversy-Driven Exclusions

Balancing values and performance is possible. Removing severe controversies reduced risk and sometimes improved results, unlike broader exclusions, which typically underperformed.

Which Sustainability Issues Mattered Most?

Sustainability data can signal stock-market torpedoes — or long-term winners. Our research reveals the key environmental, social and governance indicators that helped investors avoid sharp drawdowns and capture outperformance.

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