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Index
Cover
Series
Title Page
Copyright
Dedication
Acknowledgments
About the Editor
About the Contributors
Introduction
Chapter 1: The Sustainability Imperative
SUSTAINABILITY: A BUSINESS MEGATREND
GETTING THE VISION RIGHT
GETTING THE EXECUTION RIGHT
BUILDING A SUSTAINABILITY PERFORMANCE SYSTEM
SUMMARY
NOTE
Chapter 2: Jupiter Ecology
ROOTS OF THE FUND
JUPITER ECOLOGY'S INVESTMENT PROCESS
GOOD GOVERNANCE
BUILDING A FOLLOWING
BUILDING ON FIRM FOUNDATIONS
ASSESSING COMPANIES FOR THE LONG TERM
VOTING AND ENGAGEMENT: PARTICIPATING IN THE PROCESS OF CHANGE
FINDING GREAT GREEN COMPANIES
FUND PERFORMANCE
NOTE
Chapter 3: A Predictor of Performance
INVESTMENT IN NATURAL CAPITALISM
DISCOVERING OPPORTUNITIES
IDENTIFYING THE COMPANIES OF THE FUTURE
SUMMARY
Chapter 4: Highwater Global
HAWKEN TAKES ON DOMINI
FUND DRIVERS BASED ON GLOBAL SUSTAINABLE THEMES
FINDING INVESTMENT OPPORTUNITIES
SUSTAINABLE INVESTING IS RESPONSIBLE INVESTING
SUMMARY
NOTE
Chapter 5: Further Context
STARTING POINT FOR MEASURING SUSTAINABILITY
SUSTAINABILITY 2.0'S FIVE FACTORS
SUMMARY
NOTE
Chapter 6: Sustainable Asset Management
SAM'S ORIGINS AND EVOLUTION
BUILDING A SUSTAINABLE INVESTING PRACTICE: BASIC BUSINESS SEGMENTS
MEASURING INTANGIBLES: SUSTAINABILITY RESEARCH METHODOLOGY
SUSTAINABILITY LENS: ACTIVE PORTFOLIO MANAGEMENT
SAM AND PERFORMANCE
SAM'S EXTENDED FAMILY: DOW JONES SUSTAINABILITY INDEXES
SUSTAINABILITY ADVOCACY AND COMPANY ENGAGEMENT
SUMMARY
NOTE
Chapter 7: Domini and BP
DOMINI SOCIAL INVESTMENTS
SAFETY, ENVIRONMENTAL, AND ETHICAL CONCERNS
DOMINI INVESTMENT PHILOSOPHY
BUSINESS MODEL ANALYSIS: KEY PERFORMANCE INDICATOR ALIGNMENT MODEL
INTEGRATING BUSINESS MODEL ALIGNMENT AND STAKEHOLDER RELATIONSHIP STRENGTH
NOTE
Chapter 8: The Story of Calvert
UNCONVENTIONAL HISTORY
CALVERT'S PEOPLE
CALVERT'S METHODOLOGIES: SIGNATURE, SOLUTION, AND SAGE
CALVERT'S PERFORMANCE
SUMMARY
NOTE
Chapter 9: Winslow
BLAZING A TRAIL
INVESTMENT PROCESS
PERFORMANCE CONSIDERATIONS
SUMMARY
NOTE
Chapter 10: Portfolio 21
PORTFOLIO 21: A HISTORY
THEORY OF SUSTAINABILITY AND CHANGE
IN SEARCH OF FORWARD-LOOKING COMPANIES
RESULTS
SUMMARY
NOTE
Chapter 11: Northwest and Ethical Investments
HUMBLE BEGINNINGS
NEW DIRECTION
EVOLVING INVESTMENT APPROACH
CORPORATE ENGAGEMENT PROGRAM
KEY PRODUCTS AND PERFORMANCE OVER TIME
LOOKING FORWARD: NEI'S MERGER WITH NORTHWEST FUNDS
NOTE
Chapter 12: Looking for a Green Century
BACKGROUND
GREEN CENTURY FUNDS
GREEN CENTURY EQUITY FUND
TRILLIUM ASSET MANAGEMENT AND THE BALANCED FUND
TRILLIUM ASSET MANAGEMENT CORPORATION
CARBON FOOTPRINT OF THE BALANCED FUND
SEEKING SAFER PACKAGING: THE BISPHENOL-A REPORT
SHAREHOLDER ADVOCACY
SUMMARY
NOTE
Chapter 13: Pictet Water
EVOLUTION OF INVESTMENT STRATEGY OVER TIME: ORIGINAL VERSUS CURRENT MISSION
FOUNDERS AND KEY DECISION MAKERS
METHODOLOGY
METRICS: WHAT IS IMPORTANT AND WHY
PICTET'S INVESTMENTS
COMPANIES PICTET HAS NOT INVESTED IN, AND WHY
PERFORMANCE REVIEW
SUMMARY
NOTE
Chapter 14: Inflection Point Capital Management and Strategically Aware Investing
STRATEGICALLY AWARE INVESTING
BEYOND ENVIRONMENTAL, SOCIAL, AND GOVERNANCE TOWARD A NEW MODEL OF CORPORATE SUSTAINABILITY
PORTFOLIO CONSTRUCTION
INVESTMENT PROCESS
SUMMARY
NOTE
Chapter 15: Environmental Metrics
THEORETICAL AND PRACTICAL NEEDS FOR SUSTAINABLE INVESTMENT
AVAILABLE DATA AND METRICS
CHALLENGES AND OPPORTUNITIES MOVING FORWARD
SUMMARY
NOTE
Chapter 16: Crawford Chemicals
CRAWFORD'S ENVIRONMENTAL DILEMMA
MARKETS FOR CARBON PERMITS AND CAP AND TRADE
EUROPEAN UNION EMISSIONS TRADING SCHEME
PROS AND CONS OF THE MARKET FOR CARBON PERMITS
PREDICAMENT OF SUSTAINABILITY IN THE CHEMICAL INDUSTRY
SUMMARY
NOTE
Chapter 17: Using Statistical Tools
UNDERSTANDING THE TREND
SUMMARY
NOTE
Chapter 18: Barriers to Sustainable Investing
MISSING PLANET PROBLEM
OVERCOMING THE BARRIERS
STRATEGY AND TACTICS
NOTE
Chapter 19: The Silent “S” in ESG
ASSESSING SOCIAL METRICS TO INCREASE BUSINESS PERFORMANCE
RISK MANAGEMENT
SUMMARY
Chapter 20: Sustainable Investing
THE NEW NORMAL
CLIMATE CHANGE MITIGATION, ADAPTATION, AND SUSTAINABILITY RESEARCH
ADAPTATION AS KEY TO INVESTMENT AND PRACTICE
ECOSYSTEM SERVICES
MAKING USE OF DATA AND FINDINGS
SUMMARY
NOTE
Chapter 21: Bloomberg
PROVIDING INVESTOR INSIGHT AND INCREASING TRANSPARENCY
SUMMARY
NOTE
Chapter 22: Aviva
AVIVA'S HISTORY AND INVESTMENT PHILOSOPHY
AVIVA'S SRI INVESTMENT PROCESS
SRI PORTFOLIO CONSTRUCTION
CASE STUDY 1: GREEN TIRES
CASE STUDY 2: THE RESPONSIBLE SUPPLY CHAIN
ENGAGEMENT ACROSS ALL ASSET CLASSES
CONCLUSION
NOTE
Chapter 23: Generation Investment Management
A NEW MODEL FOR GLOBAL EQUITIES
SUMMARY
NOTE
Chapter 24: Insight Investment
ABOUT INSIGHT
INVESTMENT RESEARCH ON ESG ISSUES
CASE STUDY: CLIMATE CHANGE
CASE STUDY: EUROPEAN ELECTRICITY UTILITIES
CASE STUDY: BIOFUELS
REFLECTIONS/TAKEAWAYS FROM THE CASE STUDIES
SUMMARY
NOTE
Chapter 25: The Unexpected Role Model
CHINA'S RESOURCE SCARCITY AND ITS EMPIRICAL NEED FOR EFFICIENCY
SHAPING CHINESE ENERGY-EFFICIENCY NORMS
CHINESE POLICY SETTING
TRANSLATING CHINA'S ENVIRONMENTAL POLICIES INTO INDUSTRIAL OPPORTUNITIES
SUMMARY
NOTE
Chapter 26: Ethical Asia
REPORTING IS ON THE RISE
CSR WORKS WHEN COMPANIES AND SOCIETY ARE ALIGNED
FOCUSES IN ASIA: LABOR AND ENVIRONMENT
SUMMARY
Chapter 27: Mitigating ESG Risk in Asian Portfolios
THE CHALLENGE: LACK OF DISCLOSURE
ESG INTEGRATION IN ASIAN PORTFOLIOS
FUNDING ESG RESEARCH
BUILDING INSTITUTIONAL CAPACITY
USE OF INDEXES, BENCHMARKING, AND SCREENING
SUMMARY
NOTE
Chapter 28: Sustainable Investing and Canada
THE BASICS
GROWTH OF CANADA'S SUSTAINABLE INVESTMENT INDUSTRY
CONTEXT AND TRENDS
SUMMARY
NOTE
Chapter 29: High-Risk Areas, Resources, and Sustainability
BLACKLISTED
BACKGROUND
ENTER RIO TINTO
ORDINARY BUSINESS ACTIVITIES
SUMMARY
NOTE
Chapter 30: Sustainable Investing in Africa's Frontier Markets
STRONGER ECONOMICS: THE CASE FOR INVESTING IN AFRICA
SUSTAINABILITY ISSUES IN AFRICA
ROLE OF INDEXES
INTERNATIONAL EXPOSURE
FUTURE TRENDS: ESG, MEDIA COVERAGE, AND NETWORKS
SUMMARY
NOTE
Chapter 31: Evolution of ESG in India
SUSTAINABILITY ISSUES IN INDIA
OPPORTUNITIES IN INDIA'S SUSTAINABLE INVESTING MARKET
CONSIDERING THE INTEGRATION OF ESG FACTORS
SUMMARY
REFERENCES
Chapter 32: Indexes
THE “WHAT” AND “WHY” OF INDEXES
INDEX ARCHITECTURE
RESEARCH QUALITY AND INDEPENDENCE
LESSONS FROM THE LEADING SUSTAINABILITY INDEXES
COMPANY REACTIONS TO INDEXES AND THEIR IMPACTS
SUMMARY
NOTE
Chapter 33: How Asset Owners Can Achieve a Sustainable Investing Framework
IMPORTANCE OF VALUES AND BELIEFS
INTEGRATED ALLOCATIONS AND TARGETED ALLOCATIONS
RISK FACTORS AND ESG BETA
QUANTITATIVE METHODS OF RISK AND RETURN
MONITORING FRAMEWORK
SUMMARY
NOTE
Chapter 34: On Performance
SRI TECHNIQUES
ESG AFFECTS INVESTMENT PERFORMANCE
TRENDS FROM PERFORMANCE REPORTS
SUMMARY
NOTE
Chapter 35: Private Equity
PRIVATE EQUITY AS A NICHE OF GENERAL ASSET MANAGEMENT
PE'S FIT WITHIN SUSTAINABLE INVESTING
DEVELOPMENT FINANCE INSTITUTIONS LEVERAGE OF EMERGING MARKETS PRIVATE EQUITY
PE-SPECIFIC ESG METHODS
PE BEST PRACTICES AND ESG CASE STUDIES
CONTRASTING PE AND LISTED EQUITY INVESTORS
NEW SI ACTIVITY IN THE PE ASSET CLASS
PE ALLOCATIONS INCREASE
INCREASED PE FUNDS FOCUSED ON EMERGING MARKETS
FUTURE SUSTAINABILITY THEMES IN PE
SUMMARY
NOTE
Chapter 36: Blue Wolf
CHALLENGES AND OPPORTUNITIES
GENERATING RESULTS
LABOR RELATIONS CODA
SUMMARY
Chapter 37: New Business Models, Measurement, and Methodologies
RESOURCES AND PRODUCTS VERSUS WEALTH
TREND OF DOING MORE WITH LESS
IMPROVING OVERALL PERFORMANCE
SUMMARY
Chapter 38: Terminology and Intention
VALUES
FINANCIAL PERFORMANCE
FIDUCIARY DUTY: UNIVERSAL OWNERSHIP
IMPACT
MAPPING TECHNIQUES TO MOTIVATION
SUMMARY
NOTE
Conclusion
NOTE
Appendix A: Sample Curriculum
SYLLABUS
Appendix B: Investors
Index
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