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Investing for Climate Justice: An Intersectional Approach

Climate change and social inequality are two material and systemic risks facing the global economy and investment portfolios over the coming decades. In this paper, we demonstrate the relationship between climate change and social justice, highlight how investors can implement an intersectional approach to climate justice in their portfolios, and outline three steps investors should consider to help ensure our transition to a low-carbon economy is inclusive and just.

Events | November 10, 2021

Healthcare’s Compelling Return & Impact Potential

Podcast

Unseen Upside: Episode 3

How are NFTs enabling a revolution in the way artists and creators earn a living? Listen now!

CA Answers

Has the Approaching Debt Default by Chinese Property Developer Evergrande Created Opportunities for Investors?

Find out in our latest CA Answers.

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Our Latest Insights

VantagePoint: China – Reassessing Risks and Opportunities

As the second largest economy in the world, China remains an important destination for global investor capital. Yet, the pace and scope of China’s regulatory crackdown are causing concern. In this edition of VantagePoint, we review the nature of regulatory developments and their impact on the investment opportunity set. We believe that dedicated, strategic allocations to Chinese assets are still warranted. Investors should carefully consider their sector exposure and evaluate managers’ capabilities in the current regulatory and geopolitical environment.

Crypto Considerations

The polarizing and often misunderstood cryptoasset landscape has grown exponentially in recent years. This paper reviews some of the space’s pressing issues, considers cryptoassets in a portfolio setting, and offers some considerations of different implementation options.

Catch My Drift? Active Managers’ Style Tends to Change Over Time

The style bias of actively managed growth and value equity portfolios is not typically static. In this paper, we highlight how the strength of active managers’ style signatures have moved between value and growth and propose a simple fundamental rationale for why this happens.

Triage Tax Planning in the US: Adapting to an Uncertain Tax Bill

The Build Back Better Act recently introduced in the US House of Representatives includes many tax provisions that would significantly impact US taxpayers. However, any major bill’s road from introduction to enactment is typically long, winding, and unpredictable. This note summarizes four tax planning–related questions we view as prime candidates for consideration by US families with substantial wealth, notwithstanding that uncertainty.

Building Winning Portfolios Through Private Investments

Building a portfolio that incorporates both private equity and venture capital investments is not straightforward. It requires skill and discipline. In this paper, we review recent private investment performance, discuss how these investments have benefited institutional portfolios, and provide some high-level tips on how to build winning portfolios.

Defining the OCIO Benefit: What Value Can It Provide to Plan Sponsors?

Although OCIO has become a buzzword across the broad investment community, many defined benefit plan sponsors have questions about how an OCIO affects a pension plan sponsor’s role as fiduciary and which elements are key to a successful OCIO relationship. Here, we answer 7 common plan sponsor questions on outsourcing.

VantagePoint: Can Value Outperformance Endure?

In this edition of VantagePoint, we explore the historical drivers of the value risk premium to determine if there have been any fundamental changes since 2007, the start of the global financial crisis, and to understand conditions that must be present for a sustained period of value outperformance.