Podcast Episode 6: Founder Series – Poul Winslow and Stuart Fiertz
Poul Winslow (until recently Global Head of Capital Markets and Factor Investing at CPP Investments and an SBAI Trustee) is joined by SBAI Trustee Stuart Fiertz (President of Cheyne Capital – one of the founders of the SBAI) to look back at how it all started and how the industry is evolving.
They discuss the SBAI, the case for alternatives, ESG and more.
Michael Cappucci (MD for Sustainable Investing, Harvard Management Company), David Gulkowitz (COO, DSC Meridian Capital) and Pierre Lenders (Head of Sustainability, Capital Fund Management) discuss sustainability and its impact in alternative investments, including the role that derivatives and short positions play in managing GHG-Emission risk and supporting the climate transition.
The SBAI expands on existing frameworks for GHG-emission accounting to develop a methodology that allows for the incorporation of derivatives and short positions. The framework outlines the case for inclusion from the perspective of measurement of GHG-emission risk exposure and sustainability outcomes (impact).
Many allocators are now looking to increase the diversity of their portfolios. This report explains practical steps that allocators can take to enhance their manager sourcing and selection processes and improve the levels of diversity in their external investments.
