The thinking behind the work
These pieces explore how sustainable finance communications can make complex thinking clearer while staying grounded in evidence.
Start with the white paper.
If you want the clearest view of how I think about the Credibility Gap, start here.
Published Work
Advisor Perspectives
The ESG Trust Gap That Doesn't Show Up in Performance Reports
Publication date: August 4, 2026
Explaining what drove performance is the easy part. Explaining why — the reasoning behind the position — is where most firms stop. That's the gap where client trust quietly erodes.
Advisor Perspectives
ESG Attribution Analysis: What Traditional Attribution Doesn’t Explain About Values-Based Portfolios
Publication date: September 21, 2026
Traditional attribution shows the performance effect of a portfolio underweight. It can't show whether that underweight reflected an investment view or a client-imposed constraint. That distinction matters when values-based portfolios are judged against a broad benchmark.
Practical Tools
The Point-of-View Sheet
A four-question exercise for finding the useful point of view in a conference session you attended or a talk you gave. Use it with your notes, slides, or transcript to move beyond a recap and work out what the idea means for your prospective and existing clients.
Prefer digital notes? Copy the four questions into your preferred note-taking tool and use them after reviewing a session’s recording, transcript, slides, or notes.
I also work through these ideas on LinkedIn, where I post three times a week.