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Implementing Sustainable and Impact Investing in Investment Portfolios

Implementing sustainable and impact investing (SII) themes in investment portfolios can seem complex, leaving many investors new to SII wondering how to begin. This paper provides insight into building resilient portfolios that will contribute to and thrive in a more sustainable and equitable future.

May 26, 2021

Should Clients Consider Diversity When Making Investment Decisions?

Diversity is not just about gender or ethnicity—it is about having different perspectives, different points of reference, and different experiences. Homogeneous investment teams are more susceptible to groupthink, missing out on unknown opportunities, and being blind to some risks. Investors should consider diversity in the investment decision-making process, as we expect a diversity of thought and talent will lead to better investment outcomes than a process that ignores this important issue.

May 20, 2021

Case Study: Furthering a family’s ESG mission in a private investments portfolio

For generations, the Liu family has sought to make the world a better, more sustainable place. The patriarch of the family built the Liu’s wealth through a two-tiered approach: first, an investment in a manufacturing venture, and second, investing the proceeds of that venture into building an operating business with an environmental mission. CLIENT BRIEF […]

February 24, 2021

Sustainable and Impact Investing 2020: Insights and Perspectives

The 2020 biannual Sustainable and Impact Investing (SII) survey highlights the growth of the space over the last two years. Of the 202 survey respondents, 61% reported engaging in sustainable, ESG, and impact investing compared to 36% in 2018. Respondents use a variety of tools to implement SII in portfolios, the most popular are ESG integration and impact investing in social equity and resource efficiency & climate change.

February 17, 2021

Reshaping Industry Audio Series: Sustainable Investing

In this episode, we discuss the heightened focus on sustainable investing as well as a few key trends that will have implications for investment portfolios. We also talk green-washing within the industry and how to identify asset managers who are incorporating sustainability into their investment process effectively.

September 29, 2020

Reshaping Industry Audio Series: Racial Equity Investing

In the first episode of our Reshaping Industry audio series, we tackle the evolving landscape of racial equity investing, particularly in the wake of George Floyd’s death, and talk key steps that institutional investors can take to achieve racial equity goals within their portfolios.

September 29, 2020

Racial Equity Investing: The Time Is Now

In 2018, we reviewed the state of social equity investing, with a focus on racial equity investing. The themes we highlighted then are even more relevant today. In this paper, we discuss the renewed sense of urgency around racial equity investing and put forward three actions investors can take to address the inequities inherent in our society.

July 7, 2020

The Materiality of Sustainability for Investors

Sustainability trends—including climate change, multi–stakeholder driven society, resource degradation, demographic challenges, and technological revolution—have already impacted investment performance. Investors that incorporate these risks and opportunities into their decision-making frameworks are likely to be better prepared for the future than their peers.

June 22, 2020