As economic markets become increasingly interconnected, the effects of globalization on investors are unavoidable. Climate change, poverty, environmental disasters, and the growing scarcity of resources compounded by the rising economic activity of newly industrializing countries will continue to contribute to the challenge of sustainable development.
Nobody understands this better than Mirjam Staub-Bisang. In Sustainable Investing for Institutional Investors, she with the help of experienced contributors reveals how financial professionals can use this market-oriented approach to fulfill their fiduciary duty of achieving long-term results in a more sustainable manner.
Divided into four comprehensive parts, this reliable resource provides investors with valuable insights on making intelligent decisions about protecting their assets and seizing opportunities. Along the way, it covers the most essential elements of this discipline, including:
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The global and regional markets for sustainable investments and the risk and return of various strategies and products across asset classes
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The legal framework for sustainable investments and the implementation of sustainable investment strategies within the institutional investment process
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Sustainable investment strategies across various asset classes bonds, equities, real estate, private equity, real assets, commodities, and hedge funds with key contributions from academics and industry specialists in these areas
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The sustainable investment approaches of institutional investment groups including pension funds, insurance companies, charitable trusts, and family offices presented through nearly thirty case studies
Sustainable investing has started to establish itself in the markets and in the minds of investors. It’s likely to become a megatrend in asset management. With this timely guide, you’ll quickly discover how to take advantage of this approach and learn how to incorporate it into your professional investing endeavors moving forward.
From the Back Cover
Praise for Sustainable Investing for Institutional Investors
“Mirjam Staub-Bisang and her contributors have written a valuable primer on sustainable investment for institutional investors interested in a practical approach to the investment fundamentals and products available to European investors. She navigates the core issues with clarity and introduces the reader to a sophisticated summary of strategies for integrating environmental, social, and governance issues into structured portfolios. This is a real resource for portfolio advisors eager to get started in sustainable investment.”
Melissa Brown, Director, Responsible Research
“Sustainable investment: the investment theme of the future or a niche for tree huggers? Mirjam Stuab-Bisang gives a compelling argument for sustainable investment, discussing the pertinent global issues and strategies in a manner that is both informational and captivating. This book serves as an excellent guide for practitioners by identifying realistic sub-categories such as asset classes, regions, and themes, and by providing linkages to academic research and tangible case studies. A must-read for investors engaged in responsible investment.”
Wolfgang Engshuber, Chairman of UN Principles for Responsible Investment
“Mirjam Staub-Bisang could not have been more topical and timelier with her book. Players around the globe in corporations (whether for profit or not), policymaking, politics, and academia grapple with the pressing social and environmental challenges of our time. Nowhere is this more evident than at the large multilateral gatherings such as the WEF or the G20. Investors, too, increasingly seek to become part of the solution. For institutional investors aiming to align their investment strategies with the issues at hand to become responsible investors, Mirjiam Staub-Bisang’s book provides an excellent overview of various alternative approaches and practical examples that demonstrate that responsible investing can be done and makes a difference.”
Cecilia Reyes, CIO, Zurich Financial Services Group
“This book provides an excellent framework and highly relevant case studies for practitioners and scholars interested in finance and sustainability.”
Iris Bohnet, Professor of Public Policy and Academic Dean, Harvard Kennedy School
“This is the most comprehensive work on sustainable investing at present.”
Dr. Joachim Faber, Head of Allianz Global Investors, Member of the Executive Board of Allianz SE
About the Author
Mirjam Staub–Bisang, PHD, is the managing partner and CEO of Independent Capital Management AG, an asset management and real estate investment company based in Zurich, Switzerland. She holds an MBA from INSEAD and a doctorate in law from the University of Zurich, and is licensed to practice law. She has occupied senior management positions in asset management, private equity, and corporate finance/M&A activities, including posts at Commerzbank and Merrill Lynch in London and at Swiss Life Private Equity Partners in Zurich. She serves on the management boards of various companies and charitable institutions and was honored with the title of “Young Global Leader” by the World Economic Forum in 2009.