Sat, Nov 22, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Study: Can ESG deliver Alpha? (I) Most hedge funds have not yet seized the responsible investment opportunity but this will change

Thursday, November 22, 2012
Opalesque Industry Update - Research piece authored by D. Michael Adams, Partner, Autumn Capital Partners, an investment consultancy firm based in London.


Investors are increasingly seeking strategies that deliver responsible investment (“RI”) values without sacrificing performance. Hedge funds, using more flexible strategies and techniques than traditional funds, have demonstrated an ability to deliver excess returns or alpha.

ESG data (Environmental, Social & Governance) is now widely available as a means to control risk and potentially add return while meeting RI criteria. Where are the opportunities and challenges for hedge funds to both capture RI market share and improve portfolio returns? This question is addressed in four parts:

I - Opportunities: Where the global RI and hedge fund markets intersect;
II - Challenges: Which RI issues are faced by hedge funds;
III - Strategies: How different strategies may meet RI criteria;
IV - Profiles: Organisations paving the way for more performance-driven RI.

Part I Full pdf report of Part I can be accessed here: www.autumncapital.com/media/uploaded/resources/ESG-white-paper-p1_final.pdf

Parts II, III and IV will be published in the coming months.

Bg

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Regulatory - Stringent rules for hedge funds make the financial system fragile[more]

    From FT.com: …It is one thing to impose a regulatory burden when there is a clear need to do so. Banks are underwritten by taxpayers via deposit insurance as well as the too-big-to-fail safety net; they need to be reined in, and if they shrink as a result, that may be welcome. But it is another thin

  2. Investing - Apple: Hedge funds are crazy about it, Greenlight Capital took stake in Citizens Financial after IPO, Tiger Global added to Hertz, exited Dollar General last quarter, Oberweis sells NQ Mobile stake as Valiant adds shares, Whitney Tilson sticks to losing bet on MagicJack shares, Brigade Capital backs €90m Quinn sale[more]

    Apple: Hedge funds are crazy about it From Techinsider.net: Apple Inc. is still the most popular stocks among hedge funds. According to a recent report by hedge fund tracking site Insider Monkey, more than one out of 5 hedge funds are invested in Apple Inc. At the moment there are

  3. Greenlight Re CEO says hedge fund reinsurance strategy buzz is validating[more]

    From Artemis.bm: The attention being paid to the hedge fund reinsurance business model and the fact that others are now looking to leverage bits of it within their own strategies, is validating for reinsurer Greenlight Capital Re, according to CEO Bart Hedges. There has been an increasing buzz

  4. Legal - Hedge fund manager fights £8m tax tribunal ruling[more]

    From FT.com: A hedge fund manager who may have to repay £8m in tax is trying to overturn a tribunal ruling that found he had attempted to shelter millions in an avoidance scheme. Patrick Degorce, chief investment officer at Theleme Partners, lost a tax tribunal case last year. HM Revenue & Customs c

  5. Europe - Hedge funds face exit tax as Iceland central bank discusses plan[more]

    From Bloomberg.com: Hedge funds and other creditors with claims against Iceland’s failed banks face an exit tax as the island looks for ways to unwind capital controls without hurting the economy. The government targets having a plan it can present by year-end that would map out how Iceland will sca