Mon, Jun 29, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

A new report offers due diligence framework for sustainable investing

Thursday, January 30, 2020

Bailey McCann, Opalesque New York:

A new report from the Money Management Institute (MMI) and The Investment Integration Project (TIIP) in cooperation with Thornburg Investment Management offers a due diligence framework for sustainable investments. The report is designed to help investment consultants and investors compare and contrast sustainable investment strategies which can differ significantly manager to manager.

The due diligence framework is focused on equities strategies and doesn't offer questions for sustainability strategies that rely on other asset classes. The report authors have also included a topography of products and strategies that are typically included under the umbrella of sustainable investing in equities.

According to the data, there are four types of sustainable investment managers:

  • Financially-driven managers that incorporate sustainability factors into security valuation and portfolio construction to mitigate related risks, pursue related rewards, and enhance value;

  • Client-driven managers that respond to client requests to create separate accounts that incorporate specific sustainability considerations;

  • Manager-driven managers that incorporate sustainability considerations into their products or services to attract clients with social and environmental interests; and

  • Impact- or system change-driven managers that pursue sustainability impact or system-change goals along with financial targets......................

    To view our full article Click here

Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: Nvidia extraordinary growth and the challenge of sustaining demanding valuations over time[more]

    Antonio Di Giacomo, Senior Market Analyst at XS.com, writes: Nvidia has established itself as one of the most extraordinary growth companies in the global technology sector. Over the past two fiscal years, its revenues have risen from levels close to $60 billion annually to well above $120 billi

  2. Secondaries take center stage: What the 2026 PE landscape means for GPs and investors[more]

    Matthias Knab, Opalesque for New Managers: The 2026 edition of Dechert's Global Private Equity Outlook - "Signs of a Gradual Thaw" - marks a notable shift in industry sentiment. After years of compr

  3. And, finally: Time to share it with the people[more]

    From Newsoftheweird: Leavenworth, Washington, has become a tourist destination because of the Bavarian theme businesses have adopted there, NPR reported. One shop, the Leavenworth Nutcracker Museum, houses the world's largest nutcracker collection, thanks to 101-year-old Arlene Wagner. Wagner sta

  4. Opalesque Exclusive: Private Markets Evergreen Funds - An Insider's View[more]

    Matthias Knab, Opalesque for New Managers: Private Markets Evergreen Funds: What Investors Need to Know Before They Dive In The democratization of private markets is well underway. Structural barriers t

  5. Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry[more]

    Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique m