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Sustainable Investing for Institutional Investors

Sustainable Investing for Institutional Investors Risk, Regulations and Strategies

Author: Mirjam Staub-Bisang
Publisher: John Wiley & Sons
ISBN: 9781118203170
Published In: March 2012
Format: Hardback , 256 pages
Jurisdiction: International ? Disclaimer:
Countri(es) stated herein are used as reference only

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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.

FOREWORD.

FUNDAMENTALS

1. Starting point
1.1. Ecological and social challenges of our times
1.2. Sustainable investments as part of the solution
1.3. Conclusions for practitioners

2.What does sustainability mean?
2.1. Definition of sustainability
2.2. History of sustainability
2.3. Definition of sustainable investments
2.4. Terminology in current use
Conclusions for practitioners
Sustainable investment strategies

3.1. Overview
3.2. Core strategies
3.3. Broad strategies
3.4. Combined strategies
3.5. Use of sustainable investment strategies in individual asset classes
3.6. Conclusions for practitioners
3.7. Excursus: ESG Rating

4.Market for sustainable investments
4.1. Market participants
4.2. Investment volumes
4.3. Outlook
4.4. Conclusions for practitioners

5.Return of sustainable investments
5.1. Financial return
5.2. Social and ecological return
5.3. Conclusions for practitioners

IMPLEMENTATION

6. Regulatory framework
6.1. Sustainable investments and the fiduciary duty
6.2. Regulations regarding sustainable investments in Europe
Conclusions for practitioners 7.Sustainable investments strategies in the institutional investment process
Investment organization

7.2. Investment policy
7.3. Asset allocation
7.4. Manager and product selection
7.5. Investment controlling and reporting
7.6. Risk management
7.7. Conclusions for practitioners

EXPERT CONTRIBUTIONS

8.Sustainable investment strategies across asset classes
8.1. Fixed income
8.2. Equities
8.3. Real estate
8.4. Private Equity
8.5. Real assets
8.6. Commodities
8.7. Hedge Funds
8.8. Structured products

CASE STUDIES

9.Examples of institutional investors
9.1. Overview
9.2. Pension funds
9.3. Insurance companies
9.4. Charitable foundations and trusts
9.5. Family offices

APPENDIX

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.