ESG Roadmap:
Where Policy Intersects Portfolio

  • January 2023
  • 55 minutes
  • Investment Strategy

Course Description

ESG and environmentally sustainable investment are increasingly capturing the attention of the institutional investment community. These types of investments can enhance a portfolio, reduce volatility, provide greater resilience and gain exposure to secular growth trends. In this session we’ll examine our ESG roadmap and highlight the reasons you should consider adding ESG into your IPS, what questions you should ask and how you and your organization should go about implementing strategies into your portfolio.

  • Identify the key reasons why the ESG/social responsibility investment vehicles attracting the most assets are passively managed equity funds
  • List the keys reasons why institutions are moving forward and incorporating ESG/responsible investing into their policies and portfolios
  • Identify the most appropriate way for committees to add ESG to their portfolio once they’ve determined the role they want ESG to play
  • Differentiate between ESG private/alternative strategies and ESG public equities
  • Identify the key to effective communication of an institution’s actions regarding ESG/responsible investing

Instructor

Deborah Spalding, CFA

Chief Investment Officer
Commonfund OCIO