SUSTAINABLE INVESTING FOR INSTITUTIONAL INVESTORS: Risk, Regulations and Strategies
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  • Wiley

More About This Title SUSTAINABLE INVESTING FOR INSTITUTIONAL INVESTORS: Risk, Regulations and Strategies

English

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.

English

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.

English

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

English

"At Unilever we firmly believe that a sustainable and equitable business model focused on providing long term benefit to society is also ultimately in the best interest of shareholders." -- Paul Polman, CEO of Unilever
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