A comprehensive guide to socially responsible investing (SRI)
With concerns about climate change increasing among investors, many are looking for opportunities that offer positive social as well as monetary returns. Sustainable Investing for Institutional Investors: Risk, Regulation and Strategies explores the key issues related to ‘Socially Responsible Investment’ (SRI) for institutional investors and trustees, including investment strategies, risk and returns, market data, regulatory frameworks, and more. Looking at all investment classes, including bonds, equities, real estate, commodities, and many others, the book provides an in-depth view of SRI-relevant asset classes to help you decide which is best for you.
To better contextualize SRI opportunities and challenges, the book presents 20 case studies involving institutional investors that are currently following a sustainable investment strategy and how they have approached SRI. For business leaders already familiar with or practicing corporate social responsibility and/or environmentally sustainable management, SRI is the next step to turning modern corporations into good citizens, and this book contains everything you need to get started.
* Provides a comprehensive overview on all aspects of sustainable investing relevant for institutional investors and trustees
* Explores sustainable investment strategies across all asset classes
* Includes 20 SRI case studies that show investors at work around the world
* Features a Foreword by Dr. Klaus Schwab, Executive Chairman of the World Economic Forum
Featuring everything you need to understand and benefit from the opportunities presented by environmentally sustainable investing, Sustainable Investing for Institutional Investors is essential reading for individual investors, their advisors, and anyone interested in making profitable, socially conscious investment choices.
Table of Content
Foreword xi
Prof. Dr. Klaus Schwab
Foreword xii
Dr. Joseph Ackermann
Preface xiii
Acknowledgments xv
Part I FUNDAMENTALS 1
Chapter 1 An Introduction to Sustainable Investments 3
Chapter 2 What Does Sustainability Mean? 9
Chapter 3 Sustainable Investment Strategies 15
Chapter 4 The Market for Sustainable Investments 43
Chapter 5 Risk and Return 55
PART II IMPLEMENTATION 77
Chapter 6 Legal Framework 79
Chapter 7 Implementation in the Institutional Investment Process
97
PART III SUSTAINABLE INVESTMENT STRATEGIES ACROSS ASSET
CLASSES–EXPERT CONTRIBUTIONS 123
Chapter 8 Fixed Income 125
Rolf D. Hässler and Annette Krauss
Chapter 9 Equities 143
Ingeborg Schumacher-Hummel
Chapter 10 Real Estate 153
Erika Meins and Sven Bienert
Chapter 11 Private Equity/Venture Capital 169
Andrew Musters
Chapter 12 Real Assets 175
Tobias Reichmuth, Otto von Troschke, Victor Weisberg, Reinhold
Glauner and Bernd Schanzenbächer
Chapter 13 Commodities 201
Ivo Knoepfel and Peter Brabeck-Letmathe
Chapter 14 Hedge Funds 211
Peter Meier
PART IV SUSTAINABLE INVESTMENT STRATEGIES OF INSTITUTIONAL
INVESTORS–CASE STUDIES 219
Chapter 15 Pension Funds 221
Chapter 16 Insurance Companies 243
Chapter 17 Charitable Foundations and Trusts 265
Chapter 18 Family Offices 281
Appendix 291
Notes 295
Readings 301
About the Authors 311
Index 317
About the author
Mirjam Staub-Bisang, PHD, is the managing partner and CEO of Independent Capital Management AG, an asset management and real estate investment company based in Zurich, Switzerland. She holds an MBA from INSEAD and a doctorate in law from the University of Zurich, and is licensed to practice law. She has occupied senior management positions in asset management, private equity, and corporate finance/M&A activities, including posts at Commerzbank and Merrill Lynch in London and at Swiss Life Private Equity Partners in Zurich. She serves on the management boards of various companies and charitable institutions and was honored with the title of ‘Young Global Leader’ by the World Economic Forum in 2009.
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