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Responsible Investment

Practical implementation of Responsible Investment in alternative investment strategies is a growing area of interest.

Responsible Investment (RI) in alternative investment strategies is an area of focus for asset managers, institutional investors, and regulators. Guidance has historically focused predominantly on long-only equity funds. Asset managers who trade alternative asset classes will find many nuances to RI depending on factors such as instrument type, portfolio concentration, average holding period, and issuer jurisdiction.

Our Responsible Investment Working Group aims to help asset managers and institutional investors better understand how RI can be applied in different strategies.

 

Responsible Investment Guidance

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30 Jan 2024

Principles for GHG-Emission Accounting in Alternative Strategies

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).

Memo
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09 Mar 2021

Responsible Investment Policy Framework

There are growing expectations for asset managers to develop and disclose approaches to Responsible Investment. In this toolbox memo, we walk through the thought process on how to determine an approach, recommend policy disclosures and provide discussion points between allocators and asset managers.

Memo

Implementation of Responsible Investment in Different Strategies

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08 Jun 2022

Implementation of RI in ILS Strategies

Dedicated Responsible Investment approaches within ILS are in their infancy and often do not fit neatly into regulatory of industry-based frameworks. This toolbox memo explores the practical implementation of RI Insurance Linked Strategies.

Memo
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28 Oct 2021

Implementation of RI in Credit Strategies

Credit is a broad asset class. Issuers may be corporate, private, or sovereign; and debt may be traded publicly, directly, or accessed via syndicated or structured products. This toolbox memo takes a look at the practical implementation of Responsible Investment in Credit Strategies.

Memo
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28 Oct 2021

Implementation of RI in ELS Strategies

Equity-based strategies are diverse, investments can be in both public and private equities, make use of long and short positions, and may include derivative positions. This toolbox memo looks at the practical implementation of Responsible Investment in equity long/short strategies.

Memo
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28 Oct 2021

Implementation of RI in Systematic Strategies

Responsible Investment in systematic strategies have many nuances compared to strategies based on more fundamental research. In this toolbox memo, we take a look at the practical implementation of RI in systematic strategies.

Memo
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28 Oct 2021

Implementation of RI in Macro Strategies

Macro strategies typically take a view on economic and political outlooks, including macroeconomic principles using country-related instruments, such as sovereign bonds, currencies, or interest rates. This toolbox memo discusses the practical implementation of Responsible Investment in Macro Strategies.

Memo

 

Responsible Investment Regulation

Thought Pieces on Responsible Investment

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24 Jun 2022

Short Selling and Responsible Investment

There is much debate in the alternative investment industry about the role of short selling in responsible investment in general and specifically in net zero frameworks. In this thought piece we discuss the importance of short selling in the transition to a low carbon environment and suggest how it should be accounted for in net zero frameworks.

Podcasts

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25 Mar 2024

Podcast Episode 8: A Conversation on Sustainability and Impact in Alternative Investments

In this episode, 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.

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10 Jan 2022

Podcast Episode 2: A Conversation on Carbon

Sara Razmpa (Director, Head of Responsible Investment, Portfolio Manager, Equities, Unigestion) and Rob Sachs (Head Of Business Development, Whitebox Advisors LLC) touch upon producing carbon footprints for firms and portfolios, the state of ESG data, and the frequency and content for investor reporting.