Shaheen Contractor (@shaheen_sc) 's Twitter Profile
Shaheen Contractor

@shaheen_sc

ESG Analyst - Bloomberg Intelligence, Impact Seeker, Swimmer, Skeptic at Heart. Excited about all things ESG. Opinions my own.

ID: 1498666547497287681

calendar_today01-03-2022 14:29:29

20 Tweet

116 Followers

64 Following

Shaheen Contractor (@shaheen_sc) 's Twitter Profile Photo

Our BI ESG ETF Exposure Scores are now live. The scores measure the ESG-ness of what I call the 'wild west' of ETFs. Run {BI ETFSG <GO>} to access this. Kudos to Eric Balchunas James Seyffart Anthony Rayar @tpsarofagis for bringing this together. #BloombergIntelligence #ESG #ETF

Our BI ESG ETF Exposure Scores are now live. The scores measure the ESG-ness of what I call the 'wild west' of ETFs. Run {BI ETFSG &lt;GO&gt;} to access this.
Kudos to <a href="/EricBalchunas/">Eric Balchunas</a> <a href="/JSeyff/">James Seyffart</a> <a href="/rayar_anthony/">Anthony Rayar</a> @tpsarofagis for bringing this together. 
  #BloombergIntelligence #ESG #ETF
Shaheen Contractor (@shaheen_sc) 's Twitter Profile Photo

Removing Russia will have little impact on ESG ETFs given ~0.11% was held before the crisis. But exposure could be prolonged! ESG investors are stuck with Russia for a while whether they like it or not. ESG ETFs: before & after MSCIs index removal @tpsarofagis #esg #ETF #Russia

Removing Russia will have little impact on ESG ETFs given ~0.11% was held before the crisis. But exposure could be prolonged! ESG investors are stuck with Russia for a while whether they like it or not.

ESG ETFs: before &amp; after MSCIs index removal @tpsarofagis #esg #ETF #Russia
Shaheen Contractor (@shaheen_sc) 's Twitter Profile Photo

ESG stocks aren't seeing higher valuations, but one might argue they should if ESG = lower risk. Our model shows 2 pricing disconnects: high ESG scores with discounted valuations, and low scores with higher valuations. Check out all the stocks on the terminal #ESG #bloomberg

ESG stocks aren't seeing higher valuations, but one might argue they should if ESG = lower risk. Our model shows 2 pricing disconnects: high ESG scores with discounted valuations, and low scores with higher valuations. Check out all the stocks on the terminal 

#ESG #bloomberg
Shaheen Contractor (@shaheen_sc) 's Twitter Profile Photo

It was great to discuss diversity and inclusion at the CFA Society Philadelphia's #DEI conference with Rob Du Boff. Great insights on the importance of a robust talent pipeline. #ESG #Bloomberg #CFA

It was great to discuss diversity and inclusion at the CFA Society Philadelphia's #DEI conference with <a href="/rduboff/">Rob Du Boff</a>. Great insights on the importance of a robust talent pipeline. #ESG #Bloomberg #CFA
CFA Society Atlantic (@cfaatlantic) 's Twitter Profile Photo

At this CFA Society Alabama hybrid event, Shaheen Contractor CFA, ESG Research Analyst for Bloomberg Intelligence will share her in-depth knowledge on topics relating to #climate and #ESG data. May 12/22 12PM – 1PM CDT Register here: ow.ly/kCMl50J54nX

Shaheen Contractor (@shaheen_sc) 's Twitter Profile Photo

As the S&P 500 ESG index drops Tesla, its ESG status remains heavily debated. Many ESG funds appear to hold it. Tesla ranks 46th in the S&P in our analysis of companies' likelihood of inclusion in ESG funds. Read more bloom.bg/3PGR5ll Also Eric Balchunas has a great poll

Eric Balchunas (@ericbalchunas) 's Twitter Profile Photo

Here's where Tesla gets dinged from ESG ppl/scores, stuff like board diversity, exec pay incentives and shareholder rights. Highlights the big gaps (right or wrong) bt scrutiny level of ESG scores vs public's image of a co. Good note on this today from Shaheen Contractor and Rob Du Boff

Here's where Tesla gets dinged from ESG ppl/scores, stuff like board diversity, exec pay incentives and shareholder rights. Highlights the big gaps (right or wrong) bt scrutiny level of ESG scores vs public's image of a co. Good note on this today from <a href="/Shaheen_SC/">Shaheen Contractor</a> and <a href="/rduboff/">Rob Du Boff</a>
Shaheen Contractor (@shaheen_sc) 's Twitter Profile Photo

Throwback to a few weeks back when I discussed the decline in ESG ETF assets with Kailey Leinz and Katie Greifeld on ETF IQ. Brings into focus the concentration risks we have been talking about for a long time now. #ESG #ETFs

Throwback to a few weeks back when I discussed the decline in ESG ETF assets with <a href="/kaileyleinz/">Kailey Leinz</a>  and <a href="/kgreifeld/">Katie Greifeld</a>  on ETF IQ. Brings into focus the concentration risks we have been talking about for a long time now. #ESG #ETFs
Eric Balchunas (@ericbalchunas) 's Twitter Profile Photo

Good ETF IQ coming up: Todd Rosenbluth on bonds, $MTUM and ESG confusion, Shaheen Contractor on why S&P has point re Tesla and Matthew Bartolini on the red hot $SPYD and sector ETF dispersion.. w/ Katie Greifeld Kailey Leinz 1pm, stream here: bloomberg.com/live/us

Bloomberg Originals (@bbgoriginals) 's Twitter Profile Photo

In a rare instance, ESG ETFs fell about 2% to the tune of more than $50 billion amid weaker performance. Bloomberg Intelligence ESG Analyst Shaheen Contractor joins @TimSteno and @KGreifeld to discuss what's led to the decline. Presented by Fidelity Investments

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Excited to talk about diversity at BNY/Pershing’s Insite22 conference. Come say hi if at the conference. #insite22 #esg #diversity

Eric Balchunas (@ericbalchunas) 's Twitter Profile Photo

Is ESG Dead? Well, it depends who you ask. But everyone agrees ESG ETFs are at a major inflection point. On the latest Trillions pod we debate and dissect this topic w/ BI's two ESG analysts @Rduboff & Shaheen Contractor w/ Joel Weber bloomberg.com/news/articles/…

Eric Balchunas (@ericbalchunas) 's Twitter Profile Photo

Hector McNeil Rob Du Boff Shaheen Contractor Joel Weber We cover that in pod. Europe is an artificial environment, shouldn't really count, as ppl forced into it, plus no worries about the active bets ESG makes bc no danger on missing out on any juggernaut innovation type returns like in US