Evolutions in Sustainable Investing
Strategies, Funds and Thought Leadership
Wiley Finance Editions
1. Edition January 2012
512 Pages, Hardcover
Wiley & Sons Ltd
Further versions
Real-world guidance for investment professionals on delivering attractive risk-adjusted and opportunity-directed returns across asset classes and regions using a sustainability lens
Filled with interviews with leading practitioners, this book weaves a narrated web around best sustainable investment practices, guiding readers specifically on investing their assets and with specific sustainability trends in mind, such as increasing constraints on global resources.
* Offers a clear road map to success by some of the most respected names in the field
* Includes interviews with leading practitioners
* Clearly explains how to get sustainable investing done
Evolutions of Sustainable Investing is a practitioner's book specifically laying out how this positive investment philosophy is being practiced, leaving the more negative approaches of socially responsible investing behind. This book is essential for any investor limited by old strategies that disregard a changing world of diminishing resources, an increasing global population as well as the market advantage now being experienced by the most efficient, innovative global companies.
About the Editor xxi
About the Contributors xxiii
Introduction xxxv
CHAPTER 1 The Sustainability Imperative 1
David A. Lubin and Daniel C. Esty
CHAPTER 2 Jupiter Ecology 11
Mark L. Trevitt
CHAPTER 3 A Predictor of Performance 27
Paul Hawken
CHAPTER 4 Highwater Global 35
Alexis van Gelder, Dean Martucci, and Erika Kimball
CHAPTER 5 Further Context 47
Cary Krosinsky
CHAPTER 6 Sustainable Asset Management 53
Thomas O. Murtha and Ashley Hamilton
CHAPTER 7 Domini and BP 81
Colm Fay
CHAPTER 8 The Story of Calvert 91
Sam Brownell and Sara Herald
CHAPTER 9 Winslow 107
Amrita Vijay Kumar
CHAPTER 10 Portfolio 21 115
Ashley Hamilton
CHAPTER 11 Northwest and Ethical Investments 123
Dana Krechowicz
CHAPTER 12 Looking for a Green Century: Passive-Indexed versus Active Portfolio Management 133
Fernando Viana
CHAPTER 13 Pictet Water 145
Jenna Manheimer and Nancy Degnan
CHAPTER 14 Inflection Point Capital Management and Strategically Aware Investing 159
Matthew J. Kiernan
CHAPTER 15 Environmental Metrics 169
James Salo
CHAPTER 16 Crawford Chemicals: Carbon Risk Management in an Uncertain Environment 181
Thomas J. Nist, Pavel Yakovlev, and Becky Weisberg
CHAPTER 17 Using Statistical Tools 203
Sam Brownell
CHAPTER 18 Barriers to Sustainable Investing 211
Stephen Viederman
CHAPTER 19 The Silent "S" in ESG 217
Dan Viederman
CHAPTER 20 Sustainable Investing: A Ten-Year Perspective 221
Nancy Degnan
CHAPTER 21 Bloomberg 235
Curtis Ravenel
CHAPTER 22 Aviva 241
Malte Griess-Nega and Nick Robins
CHAPTER 23 Generation Investment Management 253
Malte Griess-Nega and Nick Robins
CHAPTER 24 Insight Investment: Reflections and Lessons Learned from Integrating Sustainability 261
Rory Sullivan
CHAPTER 25 The Unexpected Role Model: Chinese Environmental and Energy Policy 277
J. Jason Mitchell
CHAPTER 26 Ethical Asia 301
Simon Powell
CHAPTER 27 Mitigating ESG Risk in Asian Portfolios 313
Lucy Carmody and Laura Dodge
CHAPTER 28 Sustainable Investing and Canada 323
Dana Krechowicz and Alex Wood
CHAPTER 29 High-Risk Areas, Resources, and Sustainability 329
N.A.J. Taylor
CHAPTER 30 Sustainable Investing in Africa's Frontier Markets 345
Graham Sinclair and Roselyne Yao
CHAPTER 31 Evolution of ESG in India 359
Sumantra Sen
CHAPTER 32 Indexes 365
Graham Sinclair
CHAPTER 33 How Asset Owners Can Achieve a Sustainable Investing Framework 383
Roger Urwin
CHAPTER 34 On Performance 393
Bud Sturmak and Cary Krosinsky
CHAPTER 35 Private Equity 401
Graham Sinclair
CHAPTER 36 Blue Wolf: Implications for Private Equity 417
Adam Blumenthal and Michael Musuraca
CHAPTER 37 New Business Models, Measurement, and Methodologies 423
Howard Brown
CHAPTER 38 Terminology and Intention 429
Lloyd Kurtz
CONCLUSION
Cary Krosinsky 441
APPENDIX A Sample Curriculum 447
APPENDIX B Investors 453
Index 455
