Geoff --

You could have cited Enterprising Investor there too! I wrote a piece for us a while back that noted some studies you've probably seen. With this piece though, Shreenivas' frame is more in noting that the bulk of strategies that employ "ESG" methods or data use negative screens.

You also might want to check out the second link, which consolidates most of our socially responsible investing content. There's quite a bit there!

Cheers, thanks for reading, and all the best --

https://blogs.stage.cfainstitute.org/investor/2016/09/01/does-esg-boost…

https://blogs.stage.cfainstitute.org/investor/tag/socially-responsible-…