Sun, Oct 26, 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   |   

Banner

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. Commodities - Oil wreaking havoc on small-cap energy stocks sliding 36%[more]

    From Bloomberg.com: Owning almost anything in the U.S. stock market has been a losing proposition since September. Owning smaller energy companies has been a catastrophe. Hercules Offshore Inc. and Resolute Energy Corp. are among 19 oil-and-gas equities in the Russell 2000 Index that lost more than

  2. Investing - Hedge funds favor equity long/short, Strategic bond managers hedge against further high yield sell-off[more]

    Hedge funds favor equity long/short From Securitieslendingtimes.com: Equity long/short strategies will generate good returns for hedge funds in the future, according to a panel at this year’s Risk Management Association Conference on Securities Lending in Naples, Florida. Panellists Sand

  3. Legal - Ex-hedge fund analyst weeps as judge hands down 5 year sentence, Former Columbus investment manager Steven P. Moore indicted on theft charges, SEBI confirms ban for Hong Kong hedge fund, SEC announces enforcement action against compliance officer[more]

    Ex-hedge fund analyst weeps as judge hands down 5 year sentence From Hereisthecity.com: An ex-hedge fund analyst was sentenced to 5 years in prison for his role in insider-trading scheme. The New York Post reports that former hedge fund analyst Matthew Teeple was sentenced Thursday to fiv

  4. Goldman in talks to acquire IndexIQ[more]

    From Bloomberg.com: Can Goldman Sachs put ETF investors on a liquid diet? Goldman is in talks to acquire IndexIQ, Reuters has reported. Index IQ is a small exchange-traded-fund firm known mostly for products that replicate hedge fund strategies, called "liquid alternative" ETFs. While IndexIQ has 11

  5. Other Voices: CALPERS dilemma should be a warning to hedge funds wanting institutional investors[more]

    From Ian Hamilton, founder of IDS Group. A quick comment on the CALPERS’ disinvestment from the hedge fund market and the jitters it is causing. Pension Funds should not be sheep and follow CALPERS’ decision as the issues that CALPERS has with hedge fund investments are in many ways unique t