Helps readers identify the types of investing that best fit their sustainable and responsible investment goals and values.
Sustainable & Responsible Investing 360° is a must-read for anyone wanting to know more about investing for positive social, environmental, and ethical impact – with market returns. These are the stories and tactics of those leading the way as Sustainable and Responsible Investing goes mainstream.
Recent events have exposed the disturbing inequities and injustices of today’s interdependent world. But they have also raised awareness of the powerful impact that Sustainable and Responsible investing can have to help remedy some of those societal, economic, and environmental challenges. Scott Arnell’s engaging, in-depth conversations with 27 of the world’s leading Sustainable and Responsible Investment experts, reveal their unique investment journeys, approaches, experiences, tips, strategies, and insights.
Arnell’s interviewees have more than 700 years of combined professional investment experience with trillions in assets under management. Along the way, each made a personal and professional commitment to use investing as a proactive force for good. Now they reap not just financial rewards, but the profound satisfaction of knowing that they are helping improve the world and the lives of those in it. “My goal in researching and writing this book,” Arnell explains, “was to reveal how these experts integrate non-financial criteria into their investment decisions, to successfully achieve environmental and social impact in the world alongside market-rate financial returns. I also wanted readers to understand how the individual life journeys of these leading investors led them to commit to engaging exclusively in Sustainable and Responsible investing. My impetus for writing this book came from my own decision to do the same.”
R. Scott Arnell is the founding partner of Geneva Capital S.A. (www.GenevaCapitalSA.com), an alternative investment advisory firm based in Geneva, Switzerland specializing in sustainable & responsible investment opportunities. Since founding Geneva Capital, he has focused on mobilizing private equity investment into companies and investment funds primarily in Europe, Asia and emerging/frontier markets. Prior to founding Geneva Capital, Arnell had over 20 years of international financial & business management experience serving in senior executive international financial & business operations management roles at multiple Fortune 500 companies in the consumer products, high-tech and internet telecoms sectors. He has extensive business experience in Europe, Asia and Latin America and lives in Switzerland, the Netherlands and Mexico.
How Did We Get Here?
Chapter 1 - Why Sustainable & Responsible Investing?
Jed Emmerson – Tiedemann Advisors
Chapter 2 - Why SRI is a Future-Proof Trend
Marisa Drew – Credit Suisse
Chapter 3 - Aligning Investment Portfolios with SRI Values
Chapter 4 – Public Equities
Eric Rice – Active Impact Investing – BlackRock
Matt Patsky – Global Public Equities – Trillium Asset Management
Alina Donets – Natural Capital - Lombard Odier Asset Managers
Daniel Klier – Quantitative Sustainable Investing – Arabesque Asset Management
Chapter 5 – Fixed Income
Bram Bos – Green Bonds – NN Investment Partners
Mark Dowding – ESG Fixed Income Investing – BlueBay Asset Management
Mitch Reznick – Sustainable Fixed Income – Federated Hermes
Patrick Drum – Islamic Finance – Saturna Capital
Simon Bond – Social Impact Investing – Columbia Threadneedle Investments
Chapter 6 – Alternatives: Private Equity
Jean-Philippe de Schrevel – Emerging & Frontier Markets Impact Investing – Bamboo Capital
Stewart Langdon – Emerging Markets Impact Investing – LeapFrog Investments
Stefano Bacci – Environmental Sustainability SME Investing – Ambienta
Ron Gonen – Circular Economy Investing – Closed Loop Partners
Chapter 7 – Alternatives: Private Debt
Ben Rick – Social Impact Investing – Social and Sustainable Capital
Philipp Mueller – MicroFinance – BlueOrchard Finance Ltd.
Jennifer Pryce – Community Investment – Calvert Impact Capital
Chapter 8 – Alternatives: Venture Capital
Sharon Vosmek – Women-Led Venture Capital – Astia
Amy Novogratz – Sustainable Aquaculture Venture Capital – Aqua-Spark
Tammy Newmark – Latin American Nature-Based Eco-investing – EcoEnterprises Fund
Peter Arensman – Sustainable Agriculture Venture Capital – Future Food Fund
Chapter 9 – Real Assets
Dave Chen – Sustainability Driven Real Asset Investing – Equilibrium Capital
Basil Demeroutis – Sustainable Real Estate Investing – FORE Partnership
Radha Kuppelli – Sustainable Forestry Investing – New Forests
Micah Schultz – Connected Community Real Estate Investing – Lendlease Group
Chapter 10 – Some Closing Thoughts
Chapter 11 – Short Lessons Learned – My Closing Questions
Chapter 12 – What is the Single Most Important Challenge in SRI Right Now?
Chapter 13 – What Do You Know Now That You Wish You Knew When You Started in SRI?
Chapter 14 – What’s a Lesson Learned from an Investment that “Ticked All of the Boxes” but Didn’t Work Out?
Chapter 15 – What’s a Lesson Learned from an Investment You Were Skeptical of that Did Work Out?
Chapter 16 – If Someone Wants to Get into SRI, Where Should They Start?
Chapter 17 – Extended Conversations
About the Author
Every page of this highly readable book is proof positive that Socially Responsible and Impact investing is no longer just a niche, but has become mainstream. It is clear that evaluating environmental and societal equity effects when allocating capital is increasingly as important in forecasting expected returns as the prevailing level of interest rates and earnings growth.
Sustainable & Responsible Investing 360° presents readers with a diverse selection of game-changing leaders and innovators in the sustainable, responsible and impact investing world across several major asset classes. In twenty-seven interviews, Scott Arnell lets these professional investors explain how they align their portfolios with their values and the investment strategies they use to positively transform the world while achieving competitive financial returns. Investing for impact is no longer just for high-net-worth individuals… it’s mainstream and required to be competitive.
I recommend Sustainable & ResponsibleInvesting 360° to any investor who cares about creating a better future for communities everywhere.
Sustainable & Responsible Investing 360° presents the thought-provoking viewpointsof professional investors who are investing for impact across major asset classes. In over two dozen interviews, Scott Arnell investigates the motivations and strategies of world-class innovators to understand and explain how they are investing to achieve positive change in the world, without sacrificing market returns. I recommend Sustainable & ResponsibleInvesting 360° to any investor who cares deeply about a better and more just tomorrow for everyone.