Sea Change: Driving Returns Through Sustainable Investing | Summary and Q&A

TL;DR

Driving returns through sustainable investing in emerging markets is crucial for creating a positive impact and meeting global environmental and social challenges.

Key Insights

• 🪡 Emerging markets offer sustainable investment opportunities due to their growth potential and the need for sustainability practices.
• 👻 Private markets allow for more direct influence and impact in investments, while public markets offer better analytics and data.
• 💄 Transparency and quality data sources are crucial for measuring sustainable impact and making informed investment decisions.
• 🚨 There is a need for scalable investment platforms and frameworks to drive sustainable investments in emerging markets.
• 🍳 The institutionalization of sustainable investing requires education and breaking down boundaries between asset classes and geographical regions.
• 💐 The focus on sustainable investing should also consider sustainable returns to ensure continued capital flow.
• ⚖️ Bankable projects in the mid-tier range are needed to bridge the gap between large-scale and small-scale investments.

Transcript

we heard from jean-paul and Ronald earlier today about the shifting focus from pension funds and sovereign wealth funds towards sustainable investing and what we'd really like to do in the next panel is very much hone in on the returns part of that equation so how to drive good returns from doing good because I think we established earlier on today... Read More

Questions & Answers

Q: Why are emerging markets seen as a hub for sustainability investment?

Emerging markets offer opportunities for sustainable investing due to their potential for growth and the need for sustainable practices in industries that have traditionally lagged behind in terms of sustainability.

Q: Are private or public markets more promising for sustainable investments?

It depends on the scale of impact desired. Private markets allow for more direct influence and decision-making in investments, while public markets offer better analytics and data.

Q: How can data be organized and used effectively to measure sustainable impact?

Organizing data in a digestible format for investors and having quality data sources are key. Technology such as smart contracts and blockchain can play a role in providing transparent and verified data.

Q: What are the risks associated with sustainable investments, particularly in emerging markets?

Lack of available data and difficulty in measuring impact can be risks. However, understanding risk factors such as restitution costs and fines can help in making better risk-return decisions.

Summary & Key Takeaways

• Panelists discuss the importance of sustainable investing in driving good returns and the connection between sustainability and inclusive capitalism.

• Emerging markets offer investment opportunities for sustainable growth, but selecting companies with a focus on sustainability can be challenging.

• Transparency and data collection are important in measuring sustainable impact and ensuring that investments align with ESG criteria.